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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.

Q: For ETFs with smaller AUM (like some Canadian ESG/SRI etfs) what is the most you would invest in that fund. For example would you be comfortable investing $100K in a fund with $10M AUM? Would you look at some other metric or just stay away from smaller funds all together?

Thanks!

Read Answer Asked by Dennis on May 18, 2021
Q: Good morning,

I have some cash and am looking to add more non-Canadian content to my stock portfolio which is 79.5% Canadian stocks. I have only 4.5% in Europe in FEZ (US$) and XEU (C$), and 16% in individual US stocks. I have no emerging markets. I am thinking of adding to XEU because the European market is cheaper than the US and the large number of value stocks in the ETF should benefit from re-opening in Europe. For a balanced investor would it be reasonable to double Europe to 9% by adding to XEU bringing foreign content to 25%?
Read Answer Asked by Ken on May 18, 2021
Q: I happily sold June 18, 2021 calls today against my long XME position. Given that this yielded a, to me, amazing 4.47%, I anticipate a Summer of repeating (I hope) this process. Do you perceive that the metals "surge" is in my favor? (note: being assigned would not disturb me in the least) What is your position on the value of covered call writing for income purposes?
Read Answer Asked by David on May 18, 2021
Q: What are your thoughts on this new ETF: NNRG? What do you think about the manager Eric Nuttall. What about the fees? Do you think it is a good way to get exposure to oil and gas? Or would you go with a couple of oil & gas stocks individually.
Thanks
Read Answer Asked by Steven on May 18, 2021
Q: TECH Just came across this new ETF. Can you give me your opinion on investing now or wait. Don't see how it can't succeed with these names.
Read Answer Asked by Bonnie on May 17, 2021
Q: We have seen the Canadian dollar increase to 82 cents in this environment, if one believes that the Loonie will fall should I move from the hedged to the unhedged versions of the ETFs.

Thanks
Read Answer Asked by David on May 14, 2021
Q: To my amateur eyes, it looks to me that XIT has reached a major support level of around $43 (looking at technical support and resistance levels). I hold a core long term position and did some trimming for asset allocation reasons around $50. I would normally consider adding at this level, but thought I'd check with you (again) about the impact of interest rates on technology. Do you see much more technology downside in your crystal ball?

Thanks for your help...Steve
Read Answer Asked by Stephen on May 12, 2021
Q: Please recommend some CAD etfs to play commodities. Is there one that covers a broad selection?
Read Answer Asked by Patrick on May 12, 2021
Q: Good morning! I note that you've rarely had much to say that is positive about EIT.UN. Most recently you suggested that XIC would be a better choice, and I don't understand why. ( For one thing it seems to be an apples/oranges comparison.) EIT.UN is up almost 40% in 52 weeks. And why should I care too much about the disparity in fees, if the one yields 10% and the other, less than 3%?
Regarding return of capital, I know that is has always been high, but here is the breakdown from my 2020 T3:
R.o.C. 42.7%
Cap. Gains 53.3%
el. Dividends 4.0%
Read Answer Asked by chris on May 12, 2021
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