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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: I'm going to retire next year and have recently received a inheritance. I have this money in a non registered account. PA is telling me that I need more US and international exposure. I'm looking at ETF's with dividends but being non Canadian holding I will not get the tax credit. Should I still look at dividend ETF's and not worry about the tax? I have a low to median risk for these non Canadian ETF's. I have a diversified group of large cap Canadian stocks to take advantage of the dividend tax credit. Can you give me some names to look at buying?
Thanks Greg
Read Answer Asked by Greg on February 27, 2020
Q: Hi Team, My friend was convinced to buy this fund. What can you tell me about its performance, distribution, cost on closing the position & management fee. What better alternative can she consider as first time investor? Exchange traded funds?
Thank you
Read Answer Asked by Victoria Y on February 27, 2020
Q: Good morning - I have owned VUS (CAD hedged US Total Market ETF) for many years in a taxable account. I would like to switch to VTI (the un-hedged version of the same ETF) but would realize a large capital gain. Is there any way an individual could synthetically gain the same USD exposure via a swap or option contract? I would obviously like to avoid high fees to do this. Thanks
Read Answer Asked by Gary on February 27, 2020
Q: North American markets have had a great run the past two years and now it looks like we are in for a prolonged period of selling, especially given that the corvid 19 virus is not a "one off" event but a protracted worry and uncertainty exacerbated by disinformation on social media. The markets were long overdue for such a correction. For the meantime, I have gone to cash in registered and non-registered accounts and bought inverse etfs like HQD (2X Nasdaq bear), HXD (2X SPX60), and HUV (volatility index) to continue making modest gains during the downturn (instead of losing money!). Are there any other defensive (inverse) etfs you could recommend?
Read Answer Asked by David on February 27, 2020
Q: Good day and thanks for the great service. My question is mfc4644 has outperformed vti since inception and i believe that is due to its higher tech weighting. Going forward do you believe it would be better to hold mfc4644 or vti - or - mfc4644 and usmv in equal weighting which i believe would outperform vti. Looking for your sage advise...Thank you..Gene
Read Answer Asked by gene on February 26, 2020
Q: Which Canadian dividend ETFs do you recommend? I am thinking in particular of dividend growth or high dividend.
Read Answer Asked by Carl on February 26, 2020
Q: Thanks for your answer on the above but while it identifies the companies involved it does not address the reasons for the parabolic nature of this months rise, other than those companies prices also rose. But why?? It looks as though somebody/something goosed the sector as the gain is abnormal. A change in (US) policy? A virus issue impairing China's competitive ability? A technical development? Can you contribute to this analysis. Industry progress prior to February was consistent with prior periods; February was not. Thank you.
Read Answer Asked by Mike on February 26, 2020
Q: Which one of these companies would you prefer to go along with XGD for some gold exposure? Are there any hidden fees or costs associated with owning these names?What would you consider a reasonable portfolio percentage at this time? Thank you
Cory
Read Answer Asked by Cory on February 26, 2020
Q: Hi, I am 42 and just signed up for your portfolio analysis service. One of the key gaps noted was an over-sized focus on Canadian equities and etfs, and particularly a gap in sufficient international investments.
With a 20+ investment horizon for an existing rrsp portfolio, could you suggest some holdings to build a better international base? I already use Both general and thematic etfs but would be happy to add some more targeted stocks of ideas as well.

Thanks so much

Peter
Read Answer Asked by Peter on February 26, 2020
Q: HSAV is a new offering by Horizons that looks similar to PSA but is a corporate class fund (estimated gross yield 2.25%). I would like to hold HSAV in an unregistered account - can you provide any info regarding this ETF. Also, HCRE is about 1 year old, but has only about 26M in assets and an average trading volume of about 1,700 - thanks for any comments/info you can provide re this ETF!!
Read Answer Asked by Grant on February 26, 2020
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