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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: What would be your top thee picks for US Market ETFs today and why? (10+ year hold)

Read Answer Asked by Kyle on July 17, 2024
Q: I am retired and in an income based RRSP your thoughts on switching ARC, SUNCOR and TOPAZ to the higher yielding EMAX and or ENCC
Read Answer Asked by Reg on July 17, 2024
Q: Peter,

Please provide the names of any recommended ETFs in CAD and in USD that specifically track the big 7 of the S & P.

Thanks

Paul
Read Answer Asked by paul on July 17, 2024
Q: Hello Peter,
There is a possibility of rate cuts in US. Would the small cap space be good place to be? I was thinking of XSU, Russel 2000 index as opposed to XUU , the whole US market. Which one would be best in a lower rate scenario? Much appreciate it
Read Answer Asked by umedali on July 17, 2024
Q: 5i’s opinion of XST for a 5-yr hold in RESP?
I see its 5yr & 10yr returns are 10% & 12%, its 3 largest holdings (ATD, Loblaws, MRU) total about 60% of the fund, and it has 11 holdings.
I would basically purchase for diversification as opposed to buying the main holdings individually and paying commissions. Thank you.
Read Answer Asked by Trevor on July 17, 2024
Q: Hi,
After reading disturbing reports about Shopify's business practices, such as not enforcing its own acceptable use policy against its merchants selling nazi-related products, and its COO's board-level involvement with a far right wing media group, do you have any suggestions for ethical growth companies in Canada or the US to replace this name in my portfolio?
Thank you. Michael
Read Answer Asked by Michael on July 17, 2024
Q: Apologies if this has been answered previously. This is a follow up to Ross’ question about these one stop shop ETFs. You mention, in this particular answer, that you consider them to be ‘more than acceptable’.

Assuming one doesn’t mind complicating their lives a little, what would be your optimal all-equity ETF portfolio for an aggressive investor ?

Thank you
Read Answer Asked by Karim on July 17, 2024
Q: Can you pls recommend 3 Cdn ETFs that focus on high dividend stocks, with an estimated 10% yield including both dividend and capital appreciation for over the next 1 year?
Read Answer Asked by Ron on July 16, 2024
Q: The fixed income portion of my portfolio is fairly low. Would now be a good time switch from equities into fixed income in bonds, or has the horse left the barn? What would be, in your opinion, some suggestions for fixed income?
Much appreciated.
Read Answer Asked by Francisco on July 16, 2024
Q: At 60 I suddenly find myself semi-retired. Although it's a few years earlier than anticipated, I'm actually pretty excited - I've used the CRA retirement calculator (an excellent tool) and have a solid plan. I do need to make a $150,000 RRSP account last until I am 70 when I plan on applying for CPP and OAS. I want to pull $18,000 per year from the RRSP account a so it does require some growth. Can you suggest a mix of US and Canadian holdings and or etf's (about 50% allocation each country) for such a scenario? Thanks so much.
Read Answer Asked by Kim on July 16, 2024
Q: Can you pls recommend 3 hedged ETFs following S&P 500 Index, that will have about 10% yield over next 1 year, including both dividends and capital appreciation?
Read Answer Asked by Ron on July 16, 2024
Q: Hi Peter and team,

Your views on these new ETFs (bgro-q and nbos-n)?

What would be your favorites ETFs in the same fields ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on July 16, 2024
Q: I'm looking to add some tech exposure and am considering one of the following three ETFs: QMAX, HTA, TXF.
They're all pretty similar but which one do you feel is the best for long term growth and income and why?
I know QMAX's strategy is a little bit different than the other two in that they use "at the money" calls ... is this a positive or a negative?

Thanks, Rick
Read Answer Asked by Richard on July 15, 2024
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