Investment Q&A

Q: Can you recommend a global ETF that trades on the Canadian exchange that includes the whole global market except for North America? I've found some that only include developed countries but would like it to include emerging markets as well.

Q: Can you explain why for all periods up to 1 year VGG has a larger drawdown than CDZ? In other words CDZ seems to be less affected by the current expensive growth sell off. Going forward for a 3 year hold, what etf would you favour? Thank you.

Q: Hi Peter and Staff
I had asked about TECH as a way for a smaller portfolio like an RESP to participate in AMZN, GOOG etc. I think I understand it only holds 6 companies being AMZN,GOOG,MSFT,NFLX.FB and APPL and obviously % change as prices of those stocks move around. IF I were to suggest that for an RESP , which TECH one would you suggest, symbol wise as far as hedged , not hedged and what is the MER

I think I notice that you suggest GGG instead of TECH. Is that correct? Do you suggest the TECH.US one ? Am I correct that it has 100 holdings including the six that are in TECH. What % of the fund is those 6 that are in TECH? IS there a rough sector allocation available?

Please deduct multiple credits if needed to give the whole answer

Thanks for all you do
Dennis

Q: Hello,
I will be switching to an indexing strategy in the near future and have a few ETFs that I would like your comparisons/advice/opinions. All ETFs will be held in TFSAs or RRSPs over a long term.

1)S&P/TSX: XIU, XIC, HXT*

2)S&P 500: ZSP, HXS*

3)Emerging Markets: ZEM, XEC*

*denotes commission free trades.

4) In registered accounts, is there a long term advantage to having capital gains vs dividends distributions as is the case for HXT and HXS? I would reinvest any potential dividends in other ETFs.

Thank you.

Q: What are your thoughts on this ETF?

Thanks

Q: I have enough exposure to the Canadian market but I need additional global equity exposure for the next 10 years.

Would you please recommend an ETF for each of the following categories:
US
International
Emerging markets

Thanks

Q: Gentlemen: With Gold, Bonds, Money market funds, CDs, Emerging markets and cash all paying less than inflation, diversifying a portfolio to say 50% non equity as advised with aging, is a joke…. Where do you recommend looking for 2022?

Q: Can I have your opinion on this ETF please. Looks good for income.

Thanks

Q: It seems certain there will be several interest rate increases this year (and possibly more in 2023). That means fixed income will become more attractive. Please provide your outlook on this change and discuss how various fixed-income types (bonds, mortgages, mortgage-backed securities, consumer financing, etc.) will be affected and what opportunities for individual investors are likely to appear in the fixed-income sector as rates rise over the next 12-18 months.

Thank you,
IslandJohn

Q: In late December I transitioned my RRIF portfolio (~28% of total portfolio) from a mix of VGRO & XAW to all VRIF (objective primarily to derisk a bit (?) and to simplify required payouts.
I maybe didn't adequately consider the following implications in my decision? What are your thoughts about the exposure to possible ROC as part of the monthly payouts and the subsequent more-rapid erosion of the RRIF capital, given the current market turmoil.
Thank you.

Q: I own ZWU in an RRSP account. Today's market price is basically the price I paid to buy it. I own it for the healthy monthly dividend it pays (7% annually). With interest rates about to increase this spring and at least 3 interest rate hikes expected this year, how would those rate hikes affect the price of ZWU? Would I be better off selling ZWU and then investing the proceeds in ZWC which is more diversified in its holdings? My investment time horizon is 10+ years. Thank you.

Q: what is your current favorite utility ETF

Q: Hi,

I currently own META and QCLN.
For long term hold, I'm thinking about switching these two into SMART stocks because they dropped more.

1) Do you think SMART stocks will outperform META and QCLN in the long term?
2) Do you think SMART stocks are cheap enough right now given almost 50% drops?

Thank you!

Q: I am thinking of making the following move. Selling my TECH and then on the US side of my portfolio buying the top three from the fund. I am thinking MSFT, AAPL and GOOG. Do you agree with these three as the best of the six? And if not which would you switch out and why? Please note that for any buys that I am currently making companies need to be in a net cash or minimum debt situation. And am I right in presuming that I could claim the capital loss on TECH even though there is technically considerable overlap here? Thank-you.

Q: Hello. I have ~$50K cash to deploy for investing. Given current volatile market, I am thinking of investing all in ETF (which might be safer), unless you feel strongly about some undervalued stocks. I'd like expose to world economy including the US, Canada and perhaps others. The investment can be long term as I don't need these money right away. But in case of decent gain in a short term, I probably would take money out for real estate purchase. Can you please recommend 3-5 ETF? I understand you don't timing the market. But given the outlook for rising interest rate, would it be better just hold them as cash for now?

Thank you.

Q: Hi folks

Looking at our TFSA accounts and looking at META.

With the down turn and quality top names, would this be a good long term holding (5 years?.

Thank you for the fine work and this downturn will all be noting more than a blip. I look at at this is a boxing day sale.

Cheers

Mike

Q: With physical battery grade Nickel stockpiles emptying do you have any recommendations for producers or an ETF that would be a good investment on the Canada or the US stock market?

Q: Where/how could one accurately determine the dividend payout ratio... It seems like an important fact, that is often not listed and often hard to obtain. I've read some Earnings are calculated after perferred dividends. Referencing GEI and Pembina, what are their annual divdend payout ratios?

Q: Could you please give your analysis of this ETF and your thoughts on suitability in the current market environment. Thanks, Brian

Q: Was listening to some podcasts on clean energy and it was noted that Canada has some of the best battery recycling in the world. I found the above noted company and was wondering your thoughts on it as an investment or if there is another company in this space you might consider.
The speaker also commented that Canada is in a good position to capitalize on clean energy but needs a national strategy or we will just end up sending the raw materials to be processed elsewhere missing out on value added economy.
Do you have any suggestions as to companies that may be on the way to achieving this?