Q: Is the above ETF (XID) the best way to get exposure to India for Canadian Investors or would you recommend an alternative?
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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.
- iShares Core MSCI EAFE IMI Index ETF (XEF)
- iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN)
- Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI)
Q: I currently own a 3% total portfolio in international markets. I plan to raise my total international exposure to 10% from new money available. Do you think it is safe to do so. My U$ exposure is at 42%. No bonds, 7% in money markets.
I currently own XIN and ZWE for distribution. Is there overlap between VI, XEF and XIN? How would you proceed? Can you rank and propose what my options are among these ETFs with the % you would allocate to each 2 or3 ? I don't want EMs.
Thank you for your precious help. You've made me wonders since I use your services.
Yves
I currently own XIN and ZWE for distribution. Is there overlap between VI, XEF and XIN? How would you proceed? Can you rank and propose what my options are among these ETFs with the % you would allocate to each 2 or3 ? I don't want EMs.
Thank you for your precious help. You've made me wonders since I use your services.
Yves
- Broadcom Inc. (AVGO)
- Costco Wholesale Corporation (COST)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Prologis Inc. (PLD)
- Enbridge Inc. (ENB)
- Constellation Software Inc. (CSU)
- Magna International Inc. (MG)
- Alimentation Couche-Tard Inc. (ATD)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Vanguard S&P 500 Index ETF (VFV)
- Century Communities Inc. (CCS)
- Eagle Materials Inc (EXP)
- T-Mobile US Inc. (TMUS)
- Dell Technologies Inc. Class C (DELL)
- Vertiv Holdings LLC Class A (VRT)
- Lumine Group Inc. (LMN)
Q: Hi 5i!
Piggy backing off one of my last questions on building a solid portfolio from scratch through diversification et al(THANK YOU!). Knowing you cant get personal; looking for some mid to long term hold recommendations (either US or CA) in the following sectors with growth upside in mind as I have significant cash (250K+) sitting in my RRSP doing nothing. I am currently quite top heavy in Tech and own the above in registered and non-registered accounts.
If you have several recos for a sector, can you please rank in order of preference. Additionally, if there is a sector that can be put to the side with the idea of prioritizing others, I would be keen to know. Also open to add ETF's to represent a sector. As always, thanks a million. I love your service.
Consumer Staples
Healthcare
Industrials
Communications
Energy
Real Estate
Utilities
Materials
Piggy backing off one of my last questions on building a solid portfolio from scratch through diversification et al(THANK YOU!). Knowing you cant get personal; looking for some mid to long term hold recommendations (either US or CA) in the following sectors with growth upside in mind as I have significant cash (250K+) sitting in my RRSP doing nothing. I am currently quite top heavy in Tech and own the above in registered and non-registered accounts.
If you have several recos for a sector, can you please rank in order of preference. Additionally, if there is a sector that can be put to the side with the idea of prioritizing others, I would be keen to know. Also open to add ETF's to represent a sector. As always, thanks a million. I love your service.
Consumer Staples
Healthcare
Industrials
Communications
Energy
Real Estate
Utilities
Materials
Q: Please suggest a CAD ETF equivalent of IWO (which trades in USD), both hedged and un-hedged if available.
Q: Your thoughts on investing in EWZ now? Time horizon 5+ years. Im looking for both growth (registered accs) and income (non-registered accts).
Any idea why the yield is so high and if its a concern?
Is EWZS worth a look?
Any idea why the yield is so high and if its a concern?
Is EWZS worth a look?
Q: Is ZWB.U purchased in Canadian or US dollars?
In which currency is the dividend paid?
Thanks.
In which currency is the dividend paid?
Thanks.
Q: For the average person with a long time horizon and want to invest in stocks in the form of ETFs, what do you think is the optimal distribution of US, Canada Europe China etc? S&P 500 seem to have done better historically than other markets. But does that mean I should only invest in vfv?
And what do you think of the weighting of VEQT?
And what do you think of the weighting of VEQT?
- NextEra Energy Inc. (NEE)
- iShares S&P Global Clean Energy Index Fund (ICLN)
- Vistra Corp. (VST)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Constellation Energy Corporation (CEG)
- TCW Transform Systems ETF (NETZ)
Q: Hi
I recently learnt about the AI energy consumption issue. What opportunities/threats does this issue pose to investors? Are there specific subsectors or types of companies (within the energy sector) that will benefit from or be hit through the course of the AI story?
Any specific recommendations ETFs or stocks?
Thank you
I recently learnt about the AI energy consumption issue. What opportunities/threats does this issue pose to investors? Are there specific subsectors or types of companies (within the energy sector) that will benefit from or be hit through the course of the AI story?
Any specific recommendations ETFs or stocks?
Thank you
Q: The Ukraine Recovery Conference happening in Berlin had me wondering how someone might be able to participate in reconstruction as an investor, beyond a Ukraine-specific ETF.
This of course assumes a Russian defeat and (hopefully) longer term stability.
This of course assumes a Russian defeat and (hopefully) longer term stability.
- iShares Russell 2000 Growth ETF (IWO)
- iShares S&P/TSX Capped Energy Index ETF (XEG)
- INVESCO QQQ Trust (QQQ)
Q: When you peer into your crystal ball what sector do you see as out performing in the coming 12 months? And which US trading ETF best captures this incredible growth? (Just your best guess
no recriminations if you are off).
Thanks!
David
Thanks!
David
- iShares Core S&P Small-Cap ETF (IJR)
- TD Q U.S. Small-Mid-Cap Equity ETF (TQSM)
- Avantis U.S. Small Cap Value ETF (AVUV)
Q: A question was recently asked about AVUV, VIOV and DFSV; and the answer described them and ranked them in that order. TQSM was also reviewed.
My question: how does IJR rank and compare to these funds? Many thanks.
My question: how does IJR rank and compare to these funds? Many thanks.
Q: Hi, CALF is down, OMFL is up. What differentiates the two? Thanks and Greetings, Peter.
Q: COPP.TO (Global X Canada) COPP (Sprott ETF in USA) COPX (Horizon Global X USA) - Do you have any preference for a Canadian resident who wants to invest in a diversified copper ETF? Do you have an alternative suggestion to these ones? Both the COPP (Sprott US) and COPX (Horizon US) are treated as US situ property with respect to Estate taxes.
- Global X Cash Maximizer Corporate Class ETF (HSAV)
- Global X High Interest Savings ETF (CASH)
- High Interest Savings Account ETF (HISA)
Q: I have a large sum of cash from a recent sale. I will need the funds in the next few months but would like to "put it to work" in the meantime. If it was your money, which of the myraid of options would you choose that offers safety, liquidity and max returns.
Many thanks
Scott
Many thanks
Scott
Q: Is HDIV a good conservative dividend income investment for long term?
Q: I am considering buying HXS but noticed the mer is .11% and the ter is .30% for a total of .41%. This seems huge, especially given other S&P 500 etf's like VFV have a ter of 0. Why is this?
- BMO Covered Call Utilities ETF (ZWU)
- Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
- Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX)
Q: portfolio strategy question
I have adopted a dividend investment strategy of investing predominantly in canadian dividend paying equities and as expected am overweight in financials, telecom and utilities, this strategy allows me to sleep well at night, I am looking at enough dividend income from the portfolio to retire on and not have to touch the principle investment.
besides the lack of diversification in geography and sector. can you give me your opinion about concerns you may have with such a strategy and what you would suggest doing otherwise ?
I have adopted a dividend investment strategy of investing predominantly in canadian dividend paying equities and as expected am overweight in financials, telecom and utilities, this strategy allows me to sleep well at night, I am looking at enough dividend income from the portfolio to retire on and not have to touch the principle investment.
besides the lack of diversification in geography and sector. can you give me your opinion about concerns you may have with such a strategy and what you would suggest doing otherwise ?
Q: It's been almost a year since I asked about this one (QTIP - Mackenzie US TIPS Index ETF (CAD-Hedged)). I've held it for over 3 years and it has certainly dropped (I'm down about 11%) and over the last 12 months it just seems to be flatlined between $ 83 and $87. Why should I want to keep this one vs. just selling it and moving $$ to something paying a higher dividend (maybe BCE or ENB) ? Or will dropping interest rate finally be the catalyst to breathe some life into this one ?
- BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
- RBC Life Science and Technology Fund Series F (RBF619)
Q: I hold ZQQ for tech exposure. It has grown 33.8% over the last year. I've noticed that RBF619, a Life Science and Technology fund, has grown 39.9% over the same period even with a much higher MER - 0.94% vs 0.39%. I assume this is due to the life science component in RBF619, including high performing stocks like Lilly. Would you switch ZQQ to RBF619 or are there other alternatives that provide a better tech return than ZQQ.
- BMO Covered Call Canadian Banks ETF (ZWB)
- Recon Capital NASDAQ-100 Covered Call ETF (QYLD)
- Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX)
Q: Interested in your thoughts on this one .... Global X Russell 2000 Covered Call ETF (RYLD). What is the ROC level and any thoughts on the reason for the steady decline over the last 3 years. Also, would you consider it relatively "safe" for a retired investor ... maybe @ 5-7% of total portfolio value.