Q: I am currently down over $35K in SPY and would like to crystalize capital losses as I feel we are nearing the bottom. I understand that selling SPY and buying VOO would be deemed as an artificial loss by CRA, so I am wondering whether you can recommend another, less obvious replacement with high degree of correlation to SPY? Ideally, a USD-traded one. Thanks.
Q: Can I get your opinion on this mid cap growth ETF? Appears to hold some of your favourite U.S. growth stocks. Do you think it has the same level of upside as IWO? Thanks
Q: Could u rank your preference in putting the above in TFSA account, from most prefer to least prefer, over a 5 year horizon, or any other choice you would add. Thank you
Q: Hi there, ARKK has dropped very dramatically - about 75% to 80% from all time highs. I believe the 2000 .com bust had a similar fall in terms of percentages. In your opinion, has ARKK bottomed out here? Do you think it's time to finally start buying in the $40 to $45 price range? Lastly, do you see comparisons in buying ARKK today, similar to buying oil in March 2020 after oil went negative and XEG etc collapsed? Thanks!
Q: I am looking at 2 and 5 years charts for both funds and VGT was outperforming XQQ all the time in the last 2/5 years and didn't get cut as much. if you were to pick one now would you still go with VGT?
What is your view on ARKK now?
Q: In the past I owned ZUB or ZBK for exposure to the US Banks. I would like to go back to these ETF. But when I look at the top 10 holdings I see JPM and BAC, but not MS or GS . Are MS/GS not considered as banks for these Etf or are just a smaller percentage? Would you have another suggestion for this specific sector?
Would regional banking KRE be a better choice at the moment.
Or something like IYG, even if I would prefer a canadian Etf.
Thanks again.
Q: Is it too soon to start adding to this ETF or would you hold off for the next couple of months, expecting more downside. I am down about 16 percent at the moment..
Q: Good Morning
Can you please give your opinion on Harvest Healthcare Leaders ETF or is there another healthcare purchase you would suggest.
Also would this be a good time to purchase.
Thank you
Heather
I understand that TLT should decline as bond yields rise. On the other hand, why does TIP continue to decline? I was under the impression that TIP is indexed to CPI, shouldn't TIP be rising at this time?
Q: I have held JEPI thinking that in a bear market, or any down market, JEPI should do better than SPY or RSP. Is this in fact correct? The decline in JEPI seems about the same as the decline in SPY. I am however not sure. In comparing charts, even premium sources I have access to do not footnote whether or not distributions are taken into account. I also cannot tell from JEPI’s history what portion of distribution is in fact return of capital.
Q: Is there an ETF or fund that I can purchase that follows the Canadian Venture Index?
It has been beaten up so much that I would like to nibble at it, but I haven't been able to find a venue.
Can you help me understand the chart for CBO? Looking at the long term, it seems to be in a downward trend, even over 10 years? I assume this was caused by declining interest rates over the past 10 years? With raising interest rates, at what point does this turn back into a positive trend? Even with the past few months with rates starting to rise, it's been in decline. Is there a lag in closing out old positions and starting new ones with a higher yield? Just trying to understand roughly at what point this starts to look like a good entry point.
Q: Do you think XQQ has more much downside potential ? Could this be a decent time to add more XQQ to an existing position for returns 2-3 years down the road?
Q: I am thinking about buying this Pimco Canada bond fund. Do you know how the high distribution would be taxed (I know you guys aren’t accountants so I won’t hold you to it!). For example is it eligible for the dividend tax credit at all or is it just taxed as regular income?
For a mid-risk investor who just retired and has a little cash to work with in a registered account what is your perspective on:
Opening a 1/2 position of VGT or just add 1/4 position to MFST or Appl to a full position.?
Which stock(s) would you be ok with today to be 6%-8% of a portfolio for a 5-10 year hold? Please rank the stocks if there is more than one possible choice.