Investment Q&A

Q: Good morning,

I'm considering adding a Financial ETF to my overall portfolio and would appreciate your thoughts and preference between a US ETF and a Canadian ETF along with your best idea/recommendation for each.

Thank you.

Q: Good morning,

I'm looking at selling my VDY holding to harvest some capital losses. I would appreciate your recommendation on a suitable proxy until I can buy back VDY in 30 days.
Thanks

Q: "Is there a Canadian équivalent ETF ,or close to it,to this excellent sélection approach and choice of Cies like this US ETF?"
Sorry to repeat the question..
Concerning this recent question,I meant : a CDN ETF composed of Canadian stocks only,since the selection method of US stocks for SCHD is excellent,I wonder if there is a best Canadian ETF equivalent for CDN stocks

Q: Good morning,

My holding of XLF is down quite a bit and although I[m still positive on the US Financial sector in the long term, I'm thinking of selling XLF in my US Non registered account to harvest some capital losses for the 2022 tax year. I would appreciate your thoughts on the following two questions:

Q1. What are your thoughts on the US Financial sector for the next few years;

Q2. Would you kindly recommend a suitable proxy for my XLF holding that I could purchase on the US stock exchange.

Thank you and I'll await your sage advice.

Q: Good Evening 5i,

I am a retired income investor with very little knowledge of and exposure to bonds.

Looking for your thoughts/opinions and suggestions on aggregate bond funds.

These funds apparently give exposure to government and corporate bonds, and to bonds maturing in the short, medium and long term.

Is there something worthwhile here?

Thanks very much.

Q: Could you provide your view on ZMMK as a safe vehicle for a liquid cash investment and indicate any concerns you see. Thanks for the help.

Q: What is your preferred vehicle to invest in India for the next 10 years?

Q: Hi Peter, what do you think of this ETF based on technical analysis ? It is down in the 9 month since inception but by less than the overall market and the company Fairlead that runs is seems very competant. Are there other funds that follow similar approaches and if so which if any would you prefer ? Thank you.

Q: Is there a Canadian équivalent ETF ,or close to it,to this excellent sélection approach and choice of Cies like this US ETF?

Q: This fund was mentioned to me as alternative to bond etf , and i hold a position which is now down approx 8% but the dividends adjusted at 3.35 % have offset that somewhat.
I see previous questions on this etf resulted in your answers being negative due to no diversification and being a very small total dollars fund.
Should i take the loss and purchase something with better recovery potential such as a broader etf, or actual bank stocks as they provide reasonable valuation with better dividends?
Thanks!

Q: Further to your response to Tom on Dec. 5th, could you recommend several ETFs that would be quality choices to represent emerging markets, healthcare and tech that would result in less overall volatility than purchasing individual stocks? Thanks.

Q: i am interested in buying a intorenewable energy . is it better to by an ETF ( need a name ) or a company. what companies would you recommend ?

Q: if you would buy one bond etf in canada for growth, growth being the key word which one would it be. dave

Q: What's your view and long term thoughts on playing the ARk funds on the cheaper Canadian side through these BMO's etfs?

Q: Can you give me the symbols of ETF's that matches the movement of the tsx 60 , SP 500 and the NASDAQ. With the lower mer or fees. Thanks .. Borrowing money to invest on the stock market was something that was getting very popular. With interest rates now at normal rates in my view I believe this will end. Our economist drop the key interest rate at the beginning of covid to reduce the risk of a recession. In 2022 these same people are raising the interest rates to prevent inflation. I believe they will not succeed. I wish I had a company that could right out checks and not needing any funds to pay them. Only or government can do this.The same people that are raising and lowering or interest rates. Imagine that. Thanks for the great service but with 122 credit questions I guess I'm not using your services to the max. You guys are great happy new year.

Q: What do you think about EDGE at this time for a long term hold?

Q: Hi
can you recommend a proxy for zem for tax loss harvesting?
thanks

Q: I would like to increase the percentage of bonds holdings in my portofolio. What would you suggest for a mix of short and LT high quality bonds (ETF or funds)
Thanks

Q: Further to your reply to Gord on November 02, 2022, please explain why I should not simply select the ETF with the best historical "total return" if no tax implications (RSP or TFSA). My Koyfin Watchlist tells me that HSAV offered 0.32% more than the next best ETF over the past year (HSAV 2.40%; CASH 2.08%; PSA 2.02%; CSAV 2.01%). Are there liquidity issues with any of these ETFs? Or will their values move in different directions in rising rate or decreasing rate environments? I'm just trying to understand the different offerings, and unlike historical equity returns, can I just select the ETF that is offering the best historical total return - Thank you.

Q: Hello Peter & Team,

ETY caught my attention because of the (NET after 1.07% MER) 7.26% yield.

Your thoughts on this ETF would be appreciated. It is a little tech heavy with its largest holding being APPL. Volatility appears to be minimum.

Thanks for all you do

gm