Q: I am considering investing in the S & P . I am interested in an ETF that covers the S & P 500 equal weight. Can you give me a couple of ETF`s that fit this description and your thoughts on this idea. I prefer to invest in Canadian dollars. Thank You.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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BMO Equal Weight Industrials Index ETF (ZIN $46.16)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $73.74)
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Technology Select Sector SPDR ETF (XLK $260.89)
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Blockchain Technologies ETF (HBLK $21.34)
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Communication Services Select Sector SPDR Fund (XLC $106.19)
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Horizons Blockchain Technology & Hardware Index ETF (BKCH)
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TD Global Technology Leaders Index ETF (TEC $48.04)
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SPDR Dow Jones Industrial Average ETF (DIA $443.26)
Q: Please provide your comments on the risk for the above ETFs (low to high) and rank them for potential growth. Are there Canadian equivalents to the US ETFs? Would it be a good idea to purchase the US ETFs in a TFSA? Would these ETFs currently be considered to be a buy, hold or sell?
Thank you
Thank you
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CI Morningstar Canada Momentum Index ETF (WXM $36.82)
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Vanguard Global Momentum Factor ETF (VMO $70.23)
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Fidelity Canadian Momentum ETF FCCM (FCCM $11.33)
Q: I am following the ETFMU Balanced ETF Model Portfolio. WXM has a high MER at .66. Could you recommend another ETF from one of the model portfolios that would give me about the same level of potential and risk? It could be either Canadian, US, or international.
thanks
thanks
Q: do you have any guidance on rules to follow for tax efficiency? I came across a chart from one of the magazines (either money saver or ETF update) a while ago that was very handy but I can't seem to locate it.
thanks
thanks
Q: I am assuming that VGG should be purchased in an RRSP to maximize tax efficiency. if I can't purchase VGG in a RRSP, where is the next best place to hold it?
thanks
thanks
Q: I have about $250k that I am looking to park for up to a year not in equities, what are some low risk options? And as a side note can you clear up what a 'money market' account is and invests in typically?
Q: Hello
Could you list a few Canadian ETFs which have broad US market holdings, but do not have high concentrations of the magnificent seven, and which have a high or decent growth potential.
Thanks
Jeff
Could you list a few Canadian ETFs which have broad US market holdings, but do not have high concentrations of the magnificent seven, and which have a high or decent growth potential.
Thanks
Jeff
Q: Hello and Happy New Year.
I have a question on moving funds in/out of ZMMK. I received an amount of cash that I am going to park in ZMMK for the interim. My question is do I need to be concerned with superficial losses while moving funds out? I see it bounces in a range of approximately $49.90-50.08 and sitting at $49.94 as of now. If I were to move funds in now, my avg cost sits around todays cost and if I want to draw out under that, it would create a superficial loss (~$1200 worst case) although not a concern as it's held for the dividend. Thank you.
I have a question on moving funds in/out of ZMMK. I received an amount of cash that I am going to park in ZMMK for the interim. My question is do I need to be concerned with superficial losses while moving funds out? I see it bounces in a range of approximately $49.90-50.08 and sitting at $49.94 as of now. If I were to move funds in now, my avg cost sits around todays cost and if I want to draw out under that, it would create a superficial loss (~$1200 worst case) although not a concern as it's held for the dividend. Thank you.
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iShares Core Canadian Long Term Bond Index ETF (XLB $18.25)
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Vanguard Canadian Aggregate Bond Index ETF (VAB $22.67)
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iShares Core U.S. Aggregate Bond ETF (AGG $98.11)
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iShares 20+ Year Treasury Bond ETF (TLT $85.24)
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Harvest Premium Yield Treasury ETF (HPYT $8.82)
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iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW $22.42)
Q: On Dec 28 you responded to a question from Cal about covered call bond funds, and made a recommendation as he requested. However, in your comments I got the impression that you felt now may not be the right time to buy this type of fund due to the potential for higher bond prices and lower yields over the coming months. Looking at the 2 noted above, and assuming rates do start to slide down a bit, what would you expect to happen to the ETF price and the distribution? Would you be a buyer today?
Thank-you
Thank-you
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SPDR S&P Regional Banking ETF (KRE $63.27)
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Broadridge Financial Solutions Inc. (BR $239.11)
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ARK Fintech Innovation ETF (ARKF $54.73)
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Coinbase Global Inc (COIN $419.78)
Q: All the Best for 2024 Peter and Team and thanks for another year of great service! For some smaller cap financial diversification pls give your thoughts on the above selections and take as many credits as needed; While COIN is the largest component of ARKF it has a unique picks and shovel position if/as Crypto Mania picks up again; ARKF also has a healthy position in SHOP held seperately; KRE & BR will both benefit if/as rates come down and BR appears to have a moat in its services and the chart looks good.
Q: The Japanese yen has been week for 3 years and Japanese corporations are apparently starting to be more shareholder friendly. Supposedly many Japanese corporations are sitting on lots of cash and finally they are starting to buy back stock and start/increase dividends. At least that is what I can glean from the business mass media. Does 5I agree with this appraisal of the situation? If the answer the answer is yes then I assume you agree that some exposure to the Japanese market would be prudent? Then what ETF would you suggest? I think something unhedged would be better in case the yen starts wakes up and starts to appreciate.
Q: For a long term investment, which one would you like to start a position today? Please explain the reason. Thank you!
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iShares U.S. Aerospace & Defense ETF (ITA $196.11)
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SPDR S&P Aerospace & Defense ETF (XAR $222.35)
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ARK Space Exploration & Innovation ETF (ARKX $27.40)
Q: Please recommend a ETF that concentrates on companies that build weapons.Today's WSJ has an article that these companies are running huge backlogs. Thanks.
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $43.59)
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Vanguard S&P 500 Index ETF (VFV $153.30)
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Vanguard Dividend Appreciation FTF (VIG $206.10)
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SPDR S&P 500 ETF Trust (SPY $627.58)
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INVESCO QQQ Trust (QQQ $561.26)
Q: We have a self-directed RDSP set up for my son (age 21, qualified for the RDSP 12 years ago). Up until now we've invested his funds in 5 different equities (4 CDN dividend paying - ARE, AQN, SU, TCL.A and 1 US - DXCM) and the overall performance has unfortunately been abysmal (I'm just getting the opportunity to be more actively involved in managing my son's RDSP). Because my son has a relatively long investment horizon for his RDSP (to age 49), what are your recommendations to optimize this much-needed benefit for his later years? Are ETFs a preferred option over equities?
Q: Could I please have your current view on IHAK as a way to invest in cybersecurity.
Thanks and Happy New Year.
Thanks and Happy New Year.
Q: Regarding CASH and similar etfs:
Couldn’t the price fall if/when interest rates decrease?
I realize that in such a scenario the price may fall below NAV, but potential buyers may not care until the price falls low enough for the yield to be attractive. In this way, it seems as if they could trade similar to a long bond. If so they could hardly be considered cash alternatives. Your help in understanding this, please.
Couldn’t the price fall if/when interest rates decrease?
I realize that in such a scenario the price may fall below NAV, but potential buyers may not care until the price falls low enough for the yield to be attractive. In this way, it seems as if they could trade similar to a long bond. If so they could hardly be considered cash alternatives. Your help in understanding this, please.
Q: Happy Holidays everyone! By the time you read this the Holidays should be over and we'll be in 2024 (Question submitted after the closing bell on Friday the 29th). I wish everyone a happy, healthy and richer year.
This question concerns an actively managed Invesco US ETF not available for consultation on your website: SPGP per Invesco's literature is based on the S&P 500 Growth at a Reasonable Price Index (?). It has no holding surpassing 2.1% or lower than .85% and is re-balanced twice a year. It's performance over the last 5 and 10 years is superior to the S&P500.
It seems more favorable to long term holding and sector movements (semi-annual if any) can be quite important. Can you give us your thoughts on this etf and if it has a place in a portfolio risk wise ?
Thank you!
This question concerns an actively managed Invesco US ETF not available for consultation on your website: SPGP per Invesco's literature is based on the S&P 500 Growth at a Reasonable Price Index (?). It has no holding surpassing 2.1% or lower than .85% and is re-balanced twice a year. It's performance over the last 5 and 10 years is superior to the S&P500.
It seems more favorable to long term holding and sector movements (semi-annual if any) can be quite important. Can you give us your thoughts on this etf and if it has a place in a portfolio risk wise ?
Thank you!
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $57.27)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $73.74)
Q: Would you own both of these 2 ETF's or only 1 is needed? If 1 only needed which one is preferred?
Thanks
Thanks
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GLOBAL X FDS (BOTZ $33.16)
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Virtus Artificial Intelligence & Technology Opportunities Fund of Beneficial Interest (AIO $24.68)
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GLOBAL X FDS (AIQ $44.36)
Q: Is this the best instrument for taking advantage of AI for those of us who lack the interest/expertise to determine which stock(s) are superior in this sector? Your suggestions re:alternatives are very welcome… Thanks
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iShares Russell 2000 Growth ETF (IWO $292.76)
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iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $42.51)
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iShares Core S&P Small-Cap ETF (IJR $111.87)
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iShares S&P U.S. Small-Cap Index ETF (XSMC $30.72)
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iShares S&P U.S. Small-Cap Index ETF (CAD-Hedged) (XSMH $27.33)
Q: Is there an Canadian ETF that is like IWO and IJR?
Thanks
Thanks