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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: HI, would you pick IAI over KBWD or take some exposure to both? I recognize these are not apples to apples and I'm seeking one or both or an alternative to add US financial exposure.
Read Answer Asked by Jacques on February 22, 2022
Q: What is your opinion of the current value and future of this ETF?
Last summer the parent company announced they intended to roll the shares in to a larger company.
Would or could you recommend another ETF to hold for cybersecurity investing?
Read Answer Asked by DAVE on February 22, 2022
Q: With a larger capital (3-5 millions) is it acceptable to manage only with ETF or is it clearly preferable to build a portfolio with individual stock ?
Thanks for your work.
Read Answer Asked by Martin on February 22, 2022
Q: For a mutual fund, do you think the CIBC balance index fund managed by Jacques Prevost is a good overall fund for a conservative investor? Reported returns of 6.7% for 5 and 10 years. Mer of 1.22%. I noted 25% allocation to financials. It’s in my wife portfolio and she was looking for advice. Any comments would be appreciated. Thank you!
Read Answer Asked by Pierre on February 18, 2022
Q: I have used hfr to park cash for several years. With rates about to rise I want to park some additional cash there but wondering if there is/are other short-term note etfs you can recommend for comparison.

Thanks very much.

Mike
Read Answer Asked by Michael on February 17, 2022
Q: If one was to initiate a postion in XHY today, what is your best guess the rising rate enviroment we are likely going to be in will effect the unit price say in the next year or two? I'm thinking the drop in unit price could be more than the juicy 4.94% dividend, on the plus side more bond exposure lowers the volitility overall.
Read Answer Asked by Charles on February 17, 2022
Q: Hi. I hold a considerable amount in CDZ and none of VCN. My thinking is that through CDZ I have large Canadian companies that raise their dividend but VCN may offer more diversity at the expense of income. I do like the dividends and concentration of CDZ. Would you stay with CDZ or shift some funds to VCN?
Read Answer Asked by Frank on February 16, 2022
Q: Between these two Small cap ETFs, which would you prefer IJR or AVUV? Is there much duplication between the two or can they both be held? Do you have something else you prefer in the small cap space?
Read Answer Asked by Frank on February 16, 2022
Q: please recommend an Canadian ETF of resources except energy. Interested in what may do well because of infrastructure needs. Would Teck resources be a proxy and you assessment of TECK.B.
thanks
Yossi
Read Answer Asked by JOSEPH on February 16, 2022
Q: My wife has $75,000 to invest in her TFSA, in which she is also holding 100 shares of TD Bank along with 100 shares of TD in an RSP. She is retiring in a month has a defined pension plan, CPP, OAS. But she is still looking for dividend income either monthly or quarterly to supplement her income.
We are looking at going with "Beating the TSX Portfolio 2022" but also looking at ZWU and ZWC which look like they could bring in more income but higher fees. What are your thoughts? Thank you.
Brian
Read Answer Asked by Brian on February 16, 2022
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