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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: I hold XIT in both my RRSP and TFSA and have done very well owning it. Over the years I have trimmed multiple times, redeploying into NTR and Eric's NPP314 (oil). I bought SJR.B in January (in my TFSA), fully intending for it to be a medium term hold and have started to trim it this week.

My plan now with the cash is to add back to XIT, but my reading seems to indicate that there may be more volatility in the Tech sector. Just wondering what your crystal ball shows? When I look at the chart for XIT, I see support levels at roughly $43, then $38. I know this is a "timing" question, but do you see further Tech weakness, and if so, where would you step back in.

Thanks for your help....Steve
Read Answer Asked by Stephen on March 23, 2021
Q: What is the difference between these mint receipts and the sprott product? Does one have an advantage over the other? Since I already own PHYS from sprott for gold would it be better for me to own one of mint producrs for silver as better diversification? Finally, what is the difference between MNS and MNS.U?
Read Answer Asked by Carla on March 23, 2021
Q: Please take as many credits as required. I have created a fixed income portion for my portfolio. Please take a look at it and pick it apart for me. I'm looking for capital preservation and even with this diversification, it's taking a beating in certain areas and markets. Would you remove or add anything? Thanks.
Name/Currency/Symbol/Percentage
BMO PREM YIELD ETF / CAD / ZPAY / 10%
DYNAMIC ACTIVE U S DIVID / CAD / DXU / 5%
DYNAMIC ACTIVE TACTICAL BD / CAD DXB / 5%
DESJARDINS ALT LONG.SHORT / CAD / DANC / 10%
DYNAMIC ACTIVE / CAD / DXW / 5%
FIDELITY GBL CORE PLUS BD / CAD / FCGB / 10%
ISHARES 20 PLUS YEAR TREASURY / USD / TLT / 10%
ISHARES TRUST / USD / SHY / 10%
ISHARES 1-5 YR LADDERED / CAD / CBO / 5%
ISHARES CANADIAN UNIVERSE / CAD / XBB / 5%
PENDER CORPORATE BOND FUND / CAD / PGF550 / 10%
PICTON MAHONEY FORTIFIED / CAD / PFIA / 10%
VANGUARD TOTAL INTERNATIONAL / USD / BNDX / 5%

Read Answer Asked by Gregory on March 23, 2021
Q: Hi,
Looking to replace this emerging markets fund (Pacific) because the MER is close to 3%. What would be a better solution in the ETF world, and is CDN-listed.
It's for a senior and this is their only int'l exposure. Thanks.
Read Answer Asked by Robert on March 22, 2021
Q: Suppose an investor believes that the US Treasury market is at the end of its multi decade rise and likely to collapse within the next 1-3 years. Is there a low cost way to short US Treasuries you could recommend? If so then what about at different maturities? What would be your opinion about this strategy and its risk?
Read Answer Asked by Steven on March 22, 2021
Q: would this be a good fund to invest in for a young adult first investment
Read Answer Asked by Pierre on March 19, 2021
Q: Hi!

I used to own these ETFs for my fixed income exposure. I went to 0% fixed income during the downturn last year, instead using the proceeds to buy stocks that were crushed. I'd like to slowly start to build a position again in my RRSP. Am I too early? It seems like rates have started to rise and where they go is anyone's guess, but if bonds have an inverse relationship to rising rates, aren't I setting myself up to lose money? Does a laddered approach negate that somewhat? Maybe its best to start with CBO since its Corporate credit and laddered? How would you rank these in general and in order of which I should accumulate first. I realize XHY is riskier than the others.

Thanks,
Jason
Read Answer Asked by Jason on March 19, 2021
Q: I would like to reduce the number of stocks I hold and one area that might be easiest to tackle first is financials. I hold ZEB, ZWC, BNS, and a lot of MFC.
I was considering selling all the above (except keeping a good portion of MFC) and putting the proceeds into FIE because of its seemingly good blend of dividend and growth..
But I need a sounding board - ZWC is the only under-performer in the group from my perspective.
Read Answer Asked by Peter on March 19, 2021
Q: I bought BAM.PR.B when the market had the big drop thinking it was a fairly safe way to collect a dividend and make a capital gain.... Now up 40% and the dividend yield has dropped to 3.7 %..... I think I have accomplished my goal and could choose something with a larger yield and better upside potential by replacing it with something like FIE maintaining my " Don't stick your neck out too far " policy for higher yield income .... { in a RRIF so no tax consequences } Your thoughts and two or three of your choices with my goals in mind ?
Thanks Garth
Read Answer Asked by Garth on March 19, 2021
Q: If interest rates were to start creeping-up slowly in the next year or two , which bond ETFs would you suggest?
Thank's
Ronald
Read Answer Asked by Ronald on March 18, 2021
Q: What do you think of Invesco Momentum ETFs in general and which ones would you buy now, in any sector, for good growth in the next couple of year ?
I am looking for some diversification from my ARK ETFs and do you think PTH-Q, PFI-Q, PRN-Q, PSI-N and PDP-Q would achieve the purpose ?
Gratefully yours,
Jacques IDS
Read Answer Asked by Jacques on March 18, 2021
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