Investment Q&A

Q: Which is the best way to play the Russell 2000? Thanks!

Q: Seems bewildering to choose among so many types of Tech stocks. Looking for 3 names...would CRM, ADBE or any others you would suggest be worthy at today’s values or should I just run to the SMH ETF? Help and thanks!

Q: For a conservative investor, how much overlap is there in a portfolio comprised of xtr, zmi, pinc, and vrif? Thanks.

Q: Would you please recommend a couple of inverse etf's or bear funds to hedge the current market enthusiasm. Both Cdn and US pls. Thanks.

Q: What is your opinion of Invesco International Fund Series F or other Invesco International Fund Series?

Q: hi, What yours thoughts for those Fund for 2/3% portfolio?
is it to expensive?
thanks jean guy.

Q: I took a position in BLOK:US on the recommendation of a contributor to your Canadian Money Magaine (BTW I give each of my three children a subscription for Christmas becasue it is simply the best financial advice product anywhere). The thesis of the nvestment was to participate in AI for the future. I put it away as a long term investment. BLOK has been showing extraordianary growth lately. I'm not sure why? Is there a specific reason? Is it a long term hold or a sell opportunity? David

Q: Would you please look under the hood of these 2 new etfs and compare,contrast and state a preference with regards to holdings,fees and long term prospects. Thank you.

Q: What is your view on a core portfolio of the following ETFs: IEMG (12%), IEFA (23%), ITOT/ VFV (40%). The US ETFs would be in RRSP to minimize fees and withholding taxes while VFV would be in a TFSA. Both accounts would be supplemented with individual stocks from the 5i balanced/growth portfolios and a select few US stocks (CRWD, U, SQ, PINS, PLTR, NVDA) for Canada/growth exposure. Do you prefer Vanguard’s comparative US ETFs over the ones mentioned or are you largely indifferent? Thanks!

Q: As I approach retirement I am looking at transitioning more to ETF's (Cdn, US, Europe). Traditionally my comfort level is best when I own good quality divd paying stocks (hard asset to me).
Question: with etf's such as zwh, cdz, zwp (all owned), am I actually owning a basket of stock within those funds? Or do these funds utilize levers such as forward contracts, derivatives, indexes etc (which I have very little knowledge of) to generate their returns.
If not, are their cdn/us/Europe etfs with actual holdings that you can recommend

Q: I have never purchased an IPO of an ETF. When Ark Invest unveils its SPACE ETF in March, what strategy do you recommend ? Thanks.

Q: Hi Peter, Ryan and 5i,
Which cyber security ETF would you prefer, the hedged version or the unhedged, or is there another that you prefer.
Thanks as always for your professional service.
Ivan

Q: In answer to Bruce on Jan 7 you said:
In an RRSP, we would prefer to hold US-listed ETFs due to withholding taxes on US dividends being exempt (not the case with CDN-listed ETFs).

This would mean that ZWK/CALL is not as efficient as it could be. Is there an equivalent US listed ETF that you would recommend? I am looking for an ETF that would let me drip the dividends. From your other answers I believe this type of ETF would be good in 2021: flat or slowly rising market.

Q: What are your thoughts on IZRL and PRNT?

Q: Hi: My daughter is self employed and puts excess profits into her TFSA, to pay herself forward. In other words she pays herself so much per month. As another big commission cheque arrives she puts that toward her future monthly income, so that no matter what happens, ie slow sales, then she is prepaying herself into the future. She has accumulated over 50K now with the $$ just sitting in a very low interest savings account and not making much in interest.
Do you have any suggestions towards putting this into a low risk ETF or Blue Chip Stock or other suggestions? If so, what percentage in each? A portion could also go into a slightly higher interest fund. Any other suggestions you might have would be greatly appreciated.
Thanks. Ken ...

Q: Good morning, what wud be the advantage for a Can.investor to buy Vanguard and iShares American Indexes ETF traded at the TSX that offers S&P500/DJA in CAD?. Is the answer that some investors want to stay in their CAD currency. But if someone has oodles of USD cash its better to buy these ETF's directly in NYSE. to avoid the money being exchanged twice. D'accord?
Art

Q: Is it time to start letting go of these long term bond ETF? Or do you see a role as part of a laddered portfolio? If so, what percentage of these long term bond holdings would you suggest at this point? Unless we have negative rates the only way is up? Not sure I believe that rates will be kept so low for much longer.
Thank-you.

Q: Good evening team,
Do you have any thoughts about this new BMO ETF 'ZCLN'. Please rank any other 'Green/Renewable' ETF's that you like - both US and Canadian please.
Much appreciated, Patrick

Q: Is there a Canadian ETF for the Russell 2000 index? If not, what is the next best thing.
Thanks.

Q: 2 questions: Take as many points as needed

I own VFV in all my accounts, RRSP, TFSA, Margin. It is my biggest overall holding. I know you like IWO, so I'm wondering if it would make sense to sell VFV and buy IWO, just in my TFSA account for more growth. Do you see IWO outperforming VFV? What would make it underperform?

Also, I own BFAM through your recommendation in Investor Suite. Do you see this stock doing really well if the world gets back to normal, and people need more child care services?

Thank you for all that you do.