Investment Q&A

• iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC)
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Q: I would like to add some Int’l diversification to my TFSA by way of a CAD listed ETF. Could you recommend a couple of ETFs that would exclude Canada? Also another option that would exclude Canada and USA? Priority would be growth and if possible tax efficiency.

Upvote 3

Read Answer Asked by Bruce on November 20, 2024

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH)
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• iShares U.S. Medical Devices ETF (IHI)
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Q: Would like to hear your opinion of 2 health care sector ETFs, IHI for medical devices, and ZUH for general health care. The IHI has outperformed the ZUH. Would you hold both, or sell the ZUH and put the proceeds into an increased position in IHI?

Upvote 2

Read Answer Asked by Dan on November 20, 2024

• Harvest Healthcare Leaders Income ETF (HHL)
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Q: Hello 5I, could you give me your view on owning ETF HHL given that the upcoming US administration is not supportive on vaccines and has little faith in scientific medical research? Thank You

Upvote 2

Read Answer Asked by Yves on November 19, 2024

• iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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• BMO Equal Weight US Banks Index ETF (ZBK)
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• Global X S&P 500 Index Corporate Class ETF (HXS)
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• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
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• INVESCO QQQ Trust (QQQ)
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• BMO S&P US Mid Cap Index ETF (ZMID)
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Q: I currently have the above in various portfolios. I would like to add an ETF or 2 for the US market in that deals in (CAD) funds. Can you provide a few for ETF's that would complement my current holdings . Thanks David .

Upvote 3

Read Answer Asked by David on November 19, 2024

Q: I was wondering if there were any market index ETFs that had a DRIP plan associated with them.

Upvote 2

Read Answer Asked by Federico on November 19, 2024

• iShares Core Canadian Short Term Bond Index ETF (XSB)
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• iShares 1-3 Year Treasury Bond ETF (SHY)
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Q: Hello. David Rosenberg is recommending a move to cash and, I think, short duration treasuries (per Globe article published today). What are the best investment vehicles for short term treasuries? And what do you think of his current opinion?

Thanks!

Upvote 5

Read Answer Asked by Robert on November 19, 2024

Q: How will the SGOV monthly dividend be taxed in a RRSP? Is an investment in SGOV essentially as safe as a GIC without the loss of flexibility to cash out? If not, what is an alternative for stashing US dollars with a similar return.

Upvote 1

Read Answer Asked by John on November 19, 2024

• Destiny Tech100 Inc. (DXYZ)
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Q: Can I please have your view on DXYZ:US?

Upvote 2

Read Answer Asked by John on November 19, 2024

• Miscellaneous (MISC)
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Q: Could you provide two etfs (one for us market and one for Canadian market) in each sector. Thanks

Upvote 8

Read Answer Asked by satish on November 19, 2024

• BMO S&P US Mid Cap Index ETF (ZMID)
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Q: Are there any non-hedged ETFs that you would recommend with a focus on mid-sized US companies? Preferably with a focus on safe to moderate risk companies.

Upvote 5

Read Answer Asked by william on November 19, 2024

• NexGen Energy Ltd. (NXE)
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• Cameco Corporation (CCO)
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• BWX Technologies Inc. (BWXT)
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• Constellation Energy Corporation (CEG)
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• Global X Uranium ETF (URA)
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• NuScale Power Corporation Class A (SMR)
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• VanEck Uranium Nuclear Energy ETF (NLR)
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Q: Can you suggest some good ways to invest in the future of nuclear energy, such as individual stocks or ETFs?

Upvote 6

Read Answer Asked by David on November 18, 2024

• Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR)
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• iShares Canadian HYBrid Corporate Bond Index ETF (XHB)
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• PIMCO Monthly Income Fund (Canada) (PMIF)
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• BMO Money Market Fund (ZMMK)
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Q: I am holding all of the above in my portfolio, along with some equity etfs and a few individual stocks. In seeing your comments on BMO 95290 fund, wondering if i should replace all of these etfs with the BMO fund ? Also, if i should allocate anything to CBO or CVD for diversification.
Thanks! I appreciate your quick and thorough responses!

Upvote 1

Read Answer Asked by Tom on November 18, 2024

• Berkshire Hathaway Inc. (BRK.B)
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Q: Any idea when the proposed 2x BRK.B etf under symbol BRKX will start trading?

Upvote 2

Read Answer Asked by George on November 18, 2024

• Vanguard Real Estate Index Fund ETF (VNQ)
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• Vanguard Materials ETF (VAW)
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• Financial Select Sector SPDR (XLF)
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• Consumer Staples Select Sector SPDR (XLP)
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• Health Care Select Sector SPDR (XLV)
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• Technology Select Sector SPDR ETF (XLK)
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• Consumer Discretionary Select Sector SPDR (XLY)
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• Utilities Select Sector SPDR ETF (XLU)
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• Vanguard Energy ETF (VDE)
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• Materials Select Sector SPDR (XLB)
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• The Energy Select Sector SPDR Fund (XLE)
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• Vanguard Information Technology ETF (VGT)
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• Vanguard Health Care ETF (VHT)
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• Vanguard Industrials ETF (VIS)
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• Industrial Select Sector SPDR (XLI)
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• iShares U.S. Telecommunications ETF (IYZ)
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• Vanguard Financials ETF (VFH)
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• Vanguard Consumer Staples ETF (VDC)
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• Vanguard Utilities ETF (VPU)
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• Real Estate Select Sector SPDR Fund (The) (XLRE)
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• Vanguard Consumer Discretionary ETF (VCR)
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Q: Which sector ETFs would you recommend. Please give 1-2 for each sector and reasons why you would like them.

Thanks.

Upvote 19

Read Answer Asked by Federico on November 18, 2024

• BMO S&P 500 Index ETF (ZSP)
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• iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD)
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• Eastfield Resources Ltd. (ETF)
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• BMO Nasdaq 100 Equity Index ETF (ZNQ)
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• BMO S&P US Mid Cap Index ETF (ZMID)
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• BMO S&P US Small Cap Index ETF (ZSML)
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Q: Hi Gang
Can you give me a your top 5 ETFs that hold top us stocks

Thanks Mike B

Upvote 16

Read Answer Asked by Mike on November 18, 2024

• Global X Equal Weight Canadian Groceries & Staples Index ETF (MART)
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• Global X Equal Weight Canadian Telecommunications Index ETF (RING)
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Q: Could I please have your thoughts on the recent Global X etf's, RING, MART and SAFE. These would be for a 3/5 year hold.

Thank you

David

Upvote 2

Read Answer Asked by david on November 18, 2024

• Vanguard Balanced ETF Portfolio (VBAL)
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Q: Could you suggest an “all in one ETF”? This means investing in one ETF and that is all. Would you recommend doing this? I’ve seen these being pushed in private pension plans.

Thanks.

Upvote 9

Read Answer Asked by Federico on November 18, 2024

• iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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• iShares Core MSCI Global Quality Dividend Index ETF (XDG)
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Q: Which one do you prefer for a 3 year hold?

Upvote 3

Read Answer Asked by David Michael on November 18, 2024

Q: What sector do you think has a better outlook for the near to medium term: Oil and gas or banking? I have a bit of capital to deploy and was leaning towards a decent yielding dividend ETF in one of the 2. (If you don't want to be pigeon holed to either/or I could split it between both sectors or if you have a different sector suggestion that's more compelling I'm open to suggestions...)
Thanks very much

Upvote 4

Read Answer Asked by Dustin on November 18, 2024

Q: I hold both etfs (XDIV / ZEB),5% each of my portfolio.10%total.

I want to consolidate and reduce to 8% into one etf.

Considering holding XDIV 8%.

Appreciate your comments.

All the best

Upvote 2

Read Answer Asked by Sergio on November 15, 2024