Q: Recent news reports talk about “The Granolas”. European companies powering markets like The Magnificent Seven are doing. Any comments and are there ETF’S for them? Term coined by Goldman-Sachs, I believe.
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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.
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Global X S&P 500 Index Corporate Class ETF (HXS $97.26)
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Vanguard S&P 500 Index ETF (VFV $167.24)
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Vanguard S&P 500 ETF (VOO $631.15)
Q: please confirm that Owning VFV in an RRSP there withholding tax is not applied? If it is do you have a suggestion on an S&P eft that would be exempt this hold back
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Vanguard Dividend Appreciation FTF (VIG $227.95)
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iShares Core Dividend Growth ETF (DGRO $73.75)
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FT Vest Rising Dividend Achievers Target Income ETF (RDVI $27.36)
Q: My question is on First Trust Rising dividend Achievers ETF, RDVY and RDVI. Wondering if you know much about them, or if you had other suggestions for a US ETF that holds a group of strong companies that are growing their dividends. Thanks.
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Global X US Dollar Currency ETF (DLR.U $10.17)
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US High Interest Savings Account Fund (HISU.U $100.21)
Q: Please recommend the best fund for sitting on US cash. Thx.
Q: I have been invested into the two ETF’s: HCAL and HUTS. I understand that this is a leverage play i.e. 25%. What I do not understand is why are the monthly distributions so high? I did the math on both ETF’s added all the yields up added 25% and it should not be yielding at current percentage. This is not a covered call ETF. Is there return on capital? What am I missing here?
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BMO Low Volatility Canadian Equity ETF (ZLB $59.19)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $53.35)
Q: Hi
i'm invested in zlb. When I look at the report posted on the Globe & Mail by Fund data, it gives my the percentage returns compared to a benchmark. However, the report does not say which benchmark it uses. Which benchmark do you think this is?
CALENDAR RETURN (%)
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
FUND 9.39 -0.37 22.88 1.62 21.83 -2.78 11.09 13.04 2.67 28.54
BENCHMARK 11.75 -5.84 25.09 5.60 22.88 -8.89 9.10 21.08 -8.32 10.5
thanks
i'm invested in zlb. When I look at the report posted on the Globe & Mail by Fund data, it gives my the percentage returns compared to a benchmark. However, the report does not say which benchmark it uses. Which benchmark do you think this is?
CALENDAR RETURN (%)
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
FUND 9.39 -0.37 22.88 1.62 21.83 -2.78 11.09 13.04 2.67 28.54
BENCHMARK 11.75 -5.84 25.09 5.60 22.88 -8.89 9.10 21.08 -8.32 10.5
thanks
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Global X S&P 500 Index Corporate Class ETF (HXS $97.26)
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Vanguard S&P 500 Index ETF (VFV $167.24)
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Global X Nasdaq-100 Index Corporate Class ETF (HXQ $97.98)
Q: You recently recommended US/CA equities at 65%/35%. With US ETFs and CDRs I am only at 20% US. I am considering significantly increasing my holdings of HXS, VFV, and HXQ to make up the shortfall of 45% US. Do you see any downside to this approach?
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Microsoft Corporation (MSFT $399.60)
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INVESCO QQQ Trust (QQQ $605.79)
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RBC Global Technology Fund Series F (RBF620 $26.94)
Q: Hi, your opinion for RBF- 620 series F of RBC
thanks.
Jean Guy
thanks.
Jean Guy
Q: Hi,
Your answer today on BKCC & BKCL prompted me to compare BKCC with Blackrock BKCL both of which have high dividends….and I still look for sustainable dividends and some growth. As 5i pointed out with BkCC ( usa) it “ tends” to pay a consistent dividend….BUT the share value has dropped from over $16 to about $3.70 today.
1. What is your best guess on the fate of Horizon’s BKCC over the next 5 years?
2. Given that Canadian banks pay consistent dividends and decent dividends….
again best guess…. would buying BNS, CMO, TD, RY, BMO be more likely to provide a better payoff over the same 5 year period.
Thanks.
Your answer today on BKCC & BKCL prompted me to compare BKCC with Blackrock BKCL both of which have high dividends….and I still look for sustainable dividends and some growth. As 5i pointed out with BkCC ( usa) it “ tends” to pay a consistent dividend….BUT the share value has dropped from over $16 to about $3.70 today.
1. What is your best guess on the fate of Horizon’s BKCC over the next 5 years?
2. Given that Canadian banks pay consistent dividends and decent dividends….
again best guess…. would buying BNS, CMO, TD, RY, BMO be more likely to provide a better payoff over the same 5 year period.
Thanks.
Q: I Have exposure to all the sectors in TSX index in my non-registered account. All my investments are in Canadian companies except technology and health sector. I chose American equities for health sector because I did not think Canadian sector was true health sector. Instead I bought IBB-Q and VHT-A. What do think of my strategy? What do you think of the ETFs that I have in this health sector? What would be some alternatives?
Q: Morning Peter & Team,
Please recommend a minimal risk minimal volatility minimal fee ETF that will generate a good dividend? I am looking at liquidity within 6 months.
Thanks for all you do.
gm
Please recommend a minimal risk minimal volatility minimal fee ETF that will generate a good dividend? I am looking at liquidity within 6 months.
Thanks for all you do.
gm
Q: Regarding Harry’s question from Feb 8, Fidelity has an ETF version of this Fund - FCGC
Q: The last question about this ETF was on February 08, 2022.
On BNN recently, Larry Berman suggested buying PAVE “on a dip”, especially if one’s portfolio has too much Technology and thus increased risk. We are overweight Technology, but underweight U.S., so this ETF is appealing. Do you concur? Also, to buy “on the dip”, what might a good entry price be? Finally, are there better ETF alternatives in the U.S. infrastructure space that should be considered? Thanks.
On BNN recently, Larry Berman suggested buying PAVE “on a dip”, especially if one’s portfolio has too much Technology and thus increased risk. We are overweight Technology, but underweight U.S., so this ETF is appealing. Do you concur? Also, to buy “on the dip”, what might a good entry price be? Finally, are there better ETF alternatives in the U.S. infrastructure space that should be considered? Thanks.
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Global X Equal Weight Canadian Bank Covered Call ETF (BKCC $17.13)
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Global X Enhanced Equal Weight Canadian Banks Covered Call ETF (BKCL $23.59)
Q: I understand that BKCL is a fund of funds having only BKCC as a holding using covered call strategy with some leverage with a higher yield than BKCC. BKCC is a covered call with no leverage. I am a 77 year old with a diversified value portfolio of individual stocks and ETF's with about 17% of the portfolio in covered call ETF's. I have many of the ETF holdings as individual stocks, blue chips, for the dividends and gains. Please suggest which would be the preferred way to go, BKCL or BKCC.
Q: In your expert opinion what would be the best buy back share etf to invest in and could you provide the rationale behind your choice or choices. Thanks so much.
Q: I have over 8000 shares of VFV in my NR, up about 50%. I am looking to hold for 20 years and not touch them. Unbeknownst to me when I bought them, I now realize there is a tax disadvantage compared to HXS. How much performance drag will occur from the tax disadvantage, and would it be worth the capital gains tax to sell and switch?
I could sell and incur huge capital gains on these shares, but I am not sure if it would be worth paying the capital gains to sell them and buy HXS.
My alternate plan going forward was to buy HXS with my dividends, instead of VFV.
I could sell and incur huge capital gains on these shares, but I am not sure if it would be worth paying the capital gains to sell them and buy HXS.
My alternate plan going forward was to buy HXS with my dividends, instead of VFV.
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BMO MSCI EAFE Index ETF (ZEA $30.45)
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iShares Core MSCI EAFE IMI Index ETF (XEF $50.26)
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Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI $51.98)
Q: Hi
What would you prefer among XEF, ZEA, and VI for a long-term hold for international exposure ex CA and US.
Thanks
Robert
What would you prefer among XEF, ZEA, and VI for a long-term hold for international exposure ex CA and US.
Thanks
Robert
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BMO S&P 500 Index ETF (ZSP $103.21)
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Global X S&P 500 Index Corporate Class ETF (HXS $97.26)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.21)
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State Street SPDR S&P 500 ETF Trust (SPY $686.29)
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Global X Nasdaq-100 Index Corporate Class ETF (HXQ $97.98)
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BMO Nasdaq 100 Equity Index ETF (ZNQ $110.11)
Q: There are a number of Canadian based NASDAQ100 and S&P500 ETF's. Which NASDAQ100 and S&P500 ETF would you prefer, or would be "best", for a TFSA account, and why? Would investing within an RRSP or in a non-registered account alter your selections and if so, why would that be? Thanks.
Q: Further to my question regarding my 22 year old son. Do you think the approach to buy just the SPY is ok or would you recommend a diverse group of ETF's and maybe a few stocks? If so which ones?
Q: If you wanted to replace CVD in a portfolio that resembles the income portfolio, would you reinvest in the other current securities or would you replace it with another security? Secondly, what would would you consider replacing it with that would give you better tax treatment, for one who is relying on the portfolio almost entirely for retirement income?