Q: I am trying to reduce risk in my TFSA. I am 76 years old. What do you think of AGF GLOBAL SELECT FD CL F(808) as an option? Do you have other suuggestions for this strategy? What would be an appropriate percentage of bond exposure in a TFSA for someone of my age with a moderate tolerance for risk?
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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: The price of HSAV is the same as 2.5 months ago and the premium shrunk to 0.14%, which seem to be extremely low considering the tax advantage of HSAV. Is it because there are a lot of sellers and nobody wants to keep money in cash these days? Does it have something to do with the CDN$? Or there are other reasons for such a poor performance of this fund lately?
Q: With ETF's would you suggest to best take advantage of the expected growth in demand for electricity and it's infrastructure?
Thanks
Phil
Thanks
Phil
Q: Good morning 5i
You recently answered a question from a member asking how to set up an etf portfolio in which you mentioned holding QQQ as well as a US s&p etf and a couple of outside North America etf’s. It got me thinking about my own mix. I am retired and hold voo as well as vwo and a European etf. I also hold a few teck stocks such as nvidia, shop, google directly at full weight. Because of this i didn’t want to put too many of my eggs in the Technology basket, thus avoiding QQQ, thinking that i have enough exposure with voo and my individual holdings. Do you think that it would be prident to hold more QQQ?
Thanks
You recently answered a question from a member asking how to set up an etf portfolio in which you mentioned holding QQQ as well as a US s&p etf and a couple of outside North America etf’s. It got me thinking about my own mix. I am retired and hold voo as well as vwo and a European etf. I also hold a few teck stocks such as nvidia, shop, google directly at full weight. Because of this i didn’t want to put too many of my eggs in the Technology basket, thus avoiding QQQ, thinking that i have enough exposure with voo and my individual holdings. Do you think that it would be prident to hold more QQQ?
Thanks
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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.66)
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iShares Core Canadian Universe Bond Index ETF (XBB $28.56)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.70)
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Vanguard Total Bond Market ETF (BND $74.87)
Q: I am all equities in my RSP and RIF portfolio. Although a solid blue chip list of Cdn, US, some international, I would like to mitigate risk by adding one or two bond etf's (cdn dollar). These can be Canadian bonds or a combination NA and global. Please offer one or two...and are we looking at shorter duration or longer in light of current interest rate environment/future outlook. Ideally 4%+ yield
Q: What role can a Preferred Share ETF play in an income portfolio? With the current values of the bank stocks would it be reasonable to move some of the bank monies into a Preferred Share ETF to take advantage of the higher payout? If so which ETF would you recommend?
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BMO Mid-Term US IG Corporate Bond Index ETF (ZIC $18.56)
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Lysander-Canso Broad Corporate Bond Fund Series A (LYZ811A $11.18)
Q: Hi,
Can you please comment on this fund and suggest any alternatives in the ETF world with similar exposure but perhaps lower fees? If a similar ETF exists, what would you recommend?
Thank you. Michael
Can you please comment on this fund and suggest any alternatives in the ETF world with similar exposure but perhaps lower fees? If a similar ETF exists, what would you recommend?
Thank you. Michael
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PIMCO Monthly Income Fund (Canada) Series A (PMO005 $12.77)
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PIMCO Monthly Income Fund (Canada) (PMIF $18.52)
Q: Hi,
Could you please compare and contrast the risk, rewards and performance of these two funds? Which do you prefer and why?
Many thanks. Michael
Could you please compare and contrast the risk, rewards and performance of these two funds? Which do you prefer and why?
Many thanks. Michael
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iShares S&P U.S. Mid-Cap Index ETF (XMC $37.30)
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iShares Core S&P Mid-Cap ETF (IJH $71.32)
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BMO S&P US Mid Cap Index ETF (ZMID $52.28)
Q: I own ZMID, and like its holdings and its exposure to mid-sized American companies, but find it a little illiquid.
Are there any other ETF's that cover the same market cap of American companies that is a bit more liquid? I know of XMS and it is much more liquid but it is hedged...know you prefer unhedged when possible...
Are there any other ETF's that cover the same market cap of American companies that is a bit more liquid? I know of XMS and it is much more liquid but it is hedged...know you prefer unhedged when possible...
Q: Opinion on Direct Indexing by Wealthsimple ?
Worth it for after-tax returns ?
Worth it for after-tax returns ?
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Harvest Global Gold Giants Index ETF (HGGG $101.45)
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Harvest Tech Achievers Growth & Income ETF (HTA.B $19.81)
Q: What's your opinion on these two for someone in their 70s? and right now are they a buy at current prices?
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Duke Energy Corporation (Holding Company) (DUK $127.27)
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NextEra Energy Inc. (NEE $93.44)
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Xcel Energy Inc. (XEL $81.19)
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Fortis Inc. (FTS $77.61)
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AltaGas Ltd. (ALA $45.05)
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Capital Power Corporation (CPX $62.36)
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BMO Equal Weight Utilities Index ETF (ZUT $27.47)
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Hydro One Limited (H $57.21)
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State Street Utilities Select Sector SPDR ETF (XLU $46.70)
Q: What is the best way to play Utilities in Canada & US? Stocks or ETFs? Which ones? Thanks!
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iShares Global Healthcare ETF (IXJ $101.14)
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State Street Health Care Select Sector SPDR ETF (XLV $157.61)
Q: Hello team, could you please give me your thoughts on XLV and IXJ.
Interested in how they compare and if you prefer one over the other. A good entry price would also be appreciated.
Thanks as always for your advice.
Paula
Interested in how they compare and if you prefer one over the other. A good entry price would also be appreciated.
Thanks as always for your advice.
Paula
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State Street Financial Select Sector SPDR ETF (XLF $52.32)
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iShares S&P U.S. Financials Index ETF (XUSF $75.46)
Q: Good morning,
What are your thoughts on this relatively new ETF in the Financial sector and are there better alternatives that you would recommend?
Thank you.
What are your thoughts on this relatively new ETF in the Financial sector and are there better alternatives that you would recommend?
Thank you.
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BMO S&P 500 Index ETF (ZSP $102.33)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.56)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $47.04)
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State Street SPDR S&P 500 ETF Trust (SPY $682.55)
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INVESCO QQQ Trust (QQQ $601.10)
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BMO Nasdaq 100 Equity Index ETF (ZNQ $108.86)
Q: If a new Canadian investor wanted to get into the North American market and use low cost index investing to achieve both diversification and simplicity what would you consider for such a portfolio. And if international exposure was desired what could be considered as additions for that.
Q: I see Longpoint has started a 2X leveraged EFT specific to CSU. Can you explain how this ETF works, and where it might be appropriate in ones portfolio.
Also being a new Etf will significant conributiona / withdrawals have any effect on the price of CSU regular shares.
Thanks John
Also being a new Etf will significant conributiona / withdrawals have any effect on the price of CSU regular shares.
Thanks John
Q: Hi,
You have probably answered this before so apologies if you have.
In general, can you please briefly compare and contrast the following fixed income alternatives?
GICs
Directly held bonds (corporate or government)
Bond ETFs
Bond mutual funds
Thank you so much. Michael
You have probably answered this before so apologies if you have.
In general, can you please briefly compare and contrast the following fixed income alternatives?
GICs
Directly held bonds (corporate or government)
Bond ETFs
Bond mutual funds
Thank you so much. Michael
Q: I'm anticipating a short term market correction. What Canadian listed ETF would you recommend to for an inverse or short position on the TSX as a hedge again a market downturn.
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BMO Equal Weight Utilities Index ETF (ZUT $27.47)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST $68.44)
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State Street Consumer Staples Select Sector SPDR ETF (XLP $88.03)
Q: I am under weight in utilities and consumer defensive could you please provide your top picks for each category including stocks and ETFs
Q: How close does this fund track the price of gold? While writing this gold was down 1.36 % but PHYS was down 3.26 %. Clarifications?