Q: What do you see as the pros and cons of holding ZAG in 2022 and beyond? Thanks.
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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.
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
- Vanguard S&P 500 ETF (VOO)
- Evolve Innovation Index Fund (EDGE)
Q: Hi,
For a long term hold in an RSP, would you have any preference between VGG and EDGE?
thank you
For a long term hold in an RSP, would you have any preference between VGG and EDGE?
thank you
Q: What is the best etf on the Canadian side to track the S&P 500
- iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
- BMO Equal Weight REITs Index ETF (ZRE)
- iShares Convertible Bond Index ETF (CVD)
- iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
Q: Hello 5i,
I purchased these four funds in an income account in the summer/fall of last year. To date ZRE and CPD have hung in there, while the other two are slightly down overall including divs. Are these funds behaving the way you would expect for an income investor?
I purchased these four funds in an income account in the summer/fall of last year. To date ZRE and CPD have hung in there, while the other two are slightly down overall including divs. Are these funds behaving the way you would expect for an income investor?
- Vanguard Growth ETF Portfolio (VGRO)
- RBC Select Aggressive Growth Portfolio Series A (RBF592)
- iShares Core Growth ETF Portfolio (XGRO)
Q: thinking switching my RBF 592 to a ETF which ETF is similar to it
Q: I am currently heavily invested in Canadian stocks but have insignificant exposure/diversification to the US market. At 64 yo I'm favouring simplicity and considering a significant investment via an Index fund ETF (10 year + timeframe). This will not be in a registered account. I'm considering Vanguard, BMO, or iShares. Which would you suggest? And could you please provide the appropriate ticker symbol. Thanks for your valued assistance.
Dave
Dave
Q: For someone with a long time horizon and high risk tolerance, and a smaller portfolio, it seems like it might be a good time to invest in a growth ETF. I know you like IWO, but IJR has a lower MER. What are the main differences between these two ETFs? Which would you recommend and why?
- BMO MSCI USA High Quality Index ETF (ZUQ)
- iShares International Fundamental Index ETF Common Class (CIE)
- CI Morningstar Canada Momentum Index ETF (WXM)
Q: I am a big fan of factor/smart beta investing, but I am having difficulty identifying Canadian made etfs with both adequate size and daily volume. Please suggest etfs sold in Canada to build a couch potato diversified portfolio covering a Canada, US and global geographic area. I am quite impressed with WXM and ZUQ. I am a senior with a conservative growth inkling. Please charge question credits approriately based on your time to provide a workable response. Thank you.
- Vanguard Dividend Appreciation FTF (VIG)
- INVESCO QQQ Trust (QQQ)
- Vanguard Total Stock Market ETF (VTI)
Q: Currently hold vti & vig. Any issues here concerning overlap of holdings or outlook?
Q: I want to invest into us small cap, would you please compare these three ETF, which one to choose today for a long term hold and why? Thank you!
Q: Hi,
Your answers to one of the subscriber's questions regarding Value stocks included embeded inks to research articles. (I think the reader quoted Mr. Swedroe and you responded with differing views from others).
Those embeded links were awesome but my "head hurt" after reading them! Dense, filled with a lot of details. Left me with the impression that it is definitely worth buying Value stocks/ETFs. Small/Medium companies?
BUT there are so many ETFs to consider. An article on Value ETFs is begging to be written by you!
What is your short list of Value ETFs, listed in the US and in Canada?
Thanks in advance.
Your answers to one of the subscriber's questions regarding Value stocks included embeded inks to research articles. (I think the reader quoted Mr. Swedroe and you responded with differing views from others).
Those embeded links were awesome but my "head hurt" after reading them! Dense, filled with a lot of details. Left me with the impression that it is definitely worth buying Value stocks/ETFs. Small/Medium companies?
BUT there are so many ETFs to consider. An article on Value ETFs is begging to be written by you!
What is your short list of Value ETFs, listed in the US and in Canada?
Thanks in advance.
Q: Are small caps in favor currently or have I missed the boat. If not, what do you think of XCS as providing exposure to small caps?
Carl
Carl
- Vanguard S&P 500 Index ETF (VFV)
- Vanguard Balanced ETF Portfolio (VBAL)
- Vanguard Growth ETF Portfolio (VGRO)
Q: I have roughly 15% of my entire portfolio within a Taxable account. The rest is diversified within my RRSP, TFSA( Maxed) and LIF. With regards to the taxable account I would like to keep it as simple as possible taking into consideration the tax implications. I am thinking of going with an ETF or ETFs for this account. What would be the best etf's to go with and what % breakdown. The rest of my portfolio is basically 50% fixed income 50% equities,
- BMO Covered Call Utilities ETF (ZWU)
- BMO Canadian High Dividend Covered Call ETF (ZWC)
- BMO Covered Call US Banks ETF (ZWK)
Q: What are your thoughts on covered call ETFs? And if you like them, which would be your favourite(s)?
Thanks guys,
Dave
Thanks guys,
Dave
- BMO Equal Weight Banks Index ETF (ZEB)
- Financial Select Sector SPDR (XLF)
- Vanguard Financials ETF (VFH)
Q: Hi,
There were a few questions in January 2022 about both the US/Canadian banks. Your answers seem to be favour holding some banks b/c of rising interest rates and more recent earnings results.
What are your favorite bank ETFs in Canada and in the US? (US ETFs are a lot cheaper to buy and hold). Do you still feel optimistic about this sector?
This is for my RRSPs. So, withholding tax is not a factor.
Thanks in advance.
There were a few questions in January 2022 about both the US/Canadian banks. Your answers seem to be favour holding some banks b/c of rising interest rates and more recent earnings results.
What are your favorite bank ETFs in Canada and in the US? (US ETFs are a lot cheaper to buy and hold). Do you still feel optimistic about this sector?
This is for my RRSPs. So, withholding tax is not a factor.
Thanks in advance.
Q: HYLD will be starting to trade Feb 7 on the TSX and they are planning to offer a huge 10% yield. It will use a similar strategy to HDIV which invests in an equal weight of covered call ETFs and levered 25%. Any thoughts on both for income?
Q: I have reviewed materials on small to mid cap ETFs using such sites as ETF.com, ETFtrends.com and other. Question: in current market conditions, what US-listed ETFs, if any, would you buy today:
1. Small cap or mid cap ETFs? If you faor either or both , which ones do you suggest? (I dislike, or have doubts about, IWO which is in your model).
2. Would you prefer a mix of small and mid cap ETFs over (1) above? If yes, which ETF do you like that covers both small cap and mid cap? (US only)
3. *IF* you are in favor of small cap or mid cap (or a combo) at this time would you favor value over growth? In your answer kindly suggest what if any ETFs would be suitable. (US only).
1. Small cap or mid cap ETFs? If you faor either or both , which ones do you suggest? (I dislike, or have doubts about, IWO which is in your model).
2. Would you prefer a mix of small and mid cap ETFs over (1) above? If yes, which ETF do you like that covers both small cap and mid cap? (US only)
3. *IF* you are in favor of small cap or mid cap (or a combo) at this time would you favor value over growth? In your answer kindly suggest what if any ETFs would be suitable. (US only).
- BMO MSCI India ESG Leaders Index ETF (ZID)
- Vanguard FTSE Emerging Markets ETF (VWO)
- iShares MSCI Singapore ETF (EWS)
- iShares MSCI South Korea ETF (EWY)
Q: I am looking to diversify to more reasonably valued markets. I already own North American and European stocks / ETF's. So I want to increase my Emerging markets portfolio weighting. I own VWO (heavy Chinese component) and also ZID, so I would like even more diversification in S.E. Asia.
You've recently answered a question about EWY and mentioned how reasonably priced it was. Would EWS also be good value right now (i.e. P/E, P/S) ? Is 6% the correct dividend yield for that ETF, and are there any taxes withheld if it is part of one's RRSP ?
You've recently answered a question about EWY and mentioned how reasonably priced it was. Would EWS also be good value right now (i.e. P/E, P/S) ? Is 6% the correct dividend yield for that ETF, and are there any taxes withheld if it is part of one's RRSP ?
Q: I recently asked a question about infrastructure funds and your team suggested IFRA as an ETF option (because I was just asking about one fund). Based on this and some further digging on my part, I am thinking of splitting the funds between two infrastructure ETFs i.e., IFRA and PAVE. Do you see any issues? Thanks again.
- BMO S&P 500 Index ETF (ZSP)
- Vanguard U.S. Total Market Index ETF (VUN)
- TD NASDAQ Index Fund - e series (TDB908)
Q: Hello 5i,
These three make up the fund portion of a senior's portfolio. All of these have a US focus. Can you suggest 1-2 ETF's that would compliment these three with more diversification and some balance. Nothing risky; 5-year horizon.
And should the TD mutual fund be replaced with an ETF with lower fees?
Thanks for your guidance.
These three make up the fund portion of a senior's portfolio. All of these have a US focus. Can you suggest 1-2 ETF's that would compliment these three with more diversification and some balance. Nothing risky; 5-year horizon.
And should the TD mutual fund be replaced with an ETF with lower fees?
Thanks for your guidance.