Investment Q&A

Q: Hi Peter, what do you think of this ETF based on technical analysis ? It is down in the 9 month since inception but by less than the overall market and the company Fairlead that runs is seems very competant. Are there other funds that follow similar approaches and if so which if any would you prefer ? Thank you.

Q: Is there a Canadian équivalent ETF ,or close to it,to this excellent sélection approach and choice of Cies like this US ETF?

Q: This fund was mentioned to me as alternative to bond etf , and i hold a position which is now down approx 8% but the dividends adjusted at 3.35 % have offset that somewhat.
I see previous questions on this etf resulted in your answers being negative due to no diversification and being a very small total dollars fund.
Should i take the loss and purchase something with better recovery potential such as a broader etf, or actual bank stocks as they provide reasonable valuation with better dividends?
Thanks!

Q: Further to your response to Tom on Dec. 5th, could you recommend several ETFs that would be quality choices to represent emerging markets, healthcare and tech that would result in less overall volatility than purchasing individual stocks? Thanks.

Q: i am interested in buying a intorenewable energy . is it better to by an ETF ( need a name ) or a company. what companies would you recommend ?

Q: if you would buy one bond etf in canada for growth, growth being the key word which one would it be. dave

Q: What's your view and long term thoughts on playing the ARk funds on the cheaper Canadian side through these BMO's etfs?

Q: Can you give me the symbols of ETF's that matches the movement of the tsx 60 , SP 500 and the NASDAQ. With the lower mer or fees. Thanks .. Borrowing money to invest on the stock market was something that was getting very popular. With interest rates now at normal rates in my view I believe this will end. Our economist drop the key interest rate at the beginning of covid to reduce the risk of a recession. In 2022 these same people are raising the interest rates to prevent inflation. I believe they will not succeed. I wish I had a company that could right out checks and not needing any funds to pay them. Only or government can do this.The same people that are raising and lowering or interest rates. Imagine that. Thanks for the great service but with 122 credit questions I guess I'm not using your services to the max. You guys are great happy new year.

Q: What do you think about EDGE at this time for a long term hold?

Q: Hi
can you recommend a proxy for zem for tax loss harvesting?
thanks

Q: I would like to increase the percentage of bonds holdings in my portofolio. What would you suggest for a mix of short and LT high quality bonds (ETF or funds)
Thanks

Q: Further to your reply to Gord on November 02, 2022, please explain why I should not simply select the ETF with the best historical "total return" if no tax implications (RSP or TFSA). My Koyfin Watchlist tells me that HSAV offered 0.32% more than the next best ETF over the past year (HSAV 2.40%; CASH 2.08%; PSA 2.02%; CSAV 2.01%). Are there liquidity issues with any of these ETFs? Or will their values move in different directions in rising rate or decreasing rate environments? I'm just trying to understand the different offerings, and unlike historical equity returns, can I just select the ETF that is offering the best historical total return - Thank you.

Q: Hello Peter & Team,

ETY caught my attention because of the (NET after 1.07% MER) 7.26% yield.

Your thoughts on this ETF would be appreciated. It is a little tech heavy with its largest holding being APPL. Volatility appears to be minimum.

Thanks for all you do

gm

Q: Any thoughts about this ETF?
Fairly high MER, and any concerns being private pool may have issues crop up similiar to recent Blackstone issues?
Thanks

Q: What are your thoughts on this US Private Credit ETF (VPC)?

Q: I read an article in the Globe and Mail this morning where inflation-linked bonds were touted as a good investment at this time. Would you agree with that strategy?
Whether you agree or not could you please give the reasons why. If you do agree where can we buy these bonds and which would you recommend?

Q: Hi Guys,

I want to add to my Preferred shares. I currently own ZPR.

Would you suggest adding to ZPR or add CPD as a new ETF for diversification. My main goal is income and safety of capital.

ZPR pays a 5.89% dividend ($.54) and CPD pays 5.45% ($.60). CPD's dividend seems to be a bit more volatile.

Thanks for the input.
John

Q: Please rank for safety and for growth potential.

What would be your pick in order of first to worst at this point in time and the
reasoning for your choice.

Q: I am new to the forum and 5I. Thanks for your great information! I wish I had subscribed earlier.
Can you give me a long term chart on the value and or return for these 2 ETFs? Because of the different dividends it is hard for me to value the two investments. Do you have a preference?
Thanks again
Richard

Q: hi,
can I get your thoughts on BABA for a long term hold. Obviously huge uncertainty re China government. but China markets down lots due to lockdowns etc. I was thinking BABA could be a good proxy for the Chinese markets.
And, if not BABA, do you have an ETF that you think would perform best with an uptick in the Chinese stock markets ( and is very liquid )
cheers, chris