Investment Q&A

Q: Hi guys - you've mentioned a few times that the market has shifted from growth to value recently. Assuming we can't time the market with any consistency over the long term, how could someone who is dollar cost averaging take advantage of theses rotations in the future from an ETF perspective? Would it make sense to buy VUG (growth) and VTV (value) and actively purchase more when one fund is considered "down"? Is there a strategic way to determine which fund you would allocate more dollars to with each monthly purchase? Thanks for the guidance.

Q: Hi group how would you play the green energy space -ICLM or? also what is your top pick in the EV space and why - appreciate your views

Q: Looking for small cap healthcare ETF with holdings like Well and Skylight.. etc in order to spread risk
Your suggestions very much appreciated as usual,
Sherrill

Q: First a comment, I went through the paper on fantom distributions, have invested for 25 years and never heard of it before? If you do your own taxes like me, I would just say the CRA is getting double tax on my etf’s.
On that note could you advise on a couple of global etf with small or no exposure to Canada, as I would like to diversify to USA and other countries. Dividends would be nice but not necessary. Would be for 7+ years and may add to yearly as funds are available.
Thanks

Q: I'm interested in investing in renewable energy companies by way of ETFs. Would you consider now to be a good time to start positions in ETFs based on your short and long term views for the sector. Secondly, what would be you favourite choice for an ETF that represents the Canadian renewable sector and one for global exposure to the renewable sector.

Q: The Brazilian Real currency took a big hit since COVID started and with the countries' recent events, the pain likely is not over quite yet. I wanted to know if there were an ETF that would give me access to a potential recovery of the country's economy as well as their currency's recovery (as it is now 4.54$ real for 1$ Canadian or 5.71$ for 1$ USD ). I currently do not own any emerging market ETF for my locked in RSP. I have seen EWZ recommended a few times on here and wanted to know if it was a good option for this goal or if 5i had better recommendations as of today. And would a 5% allocation be too much? Thank you!

Q: How do you think the European markets will do vs the US markets going forward 5+ years? Do you think the US market will outperform Europe or would you be in both markets? If so, what would the % split be?
Thanks for your service?

Q: Would JEPI be appropriate for US income and some growth with low volatility. What are pros and cons of this investment?

Thank you

Q: I am helping a grandson (age 22 in medical school) set up a TFSA with a small initial investment in one ETF. I am trying to choose between an international ETF (XAW or VXC) or a Canadian ETF (XIU). What would you suggest?
Many thanks.
Judith

Q: I am interested in investing a portion of my portfolio USA market. It seems to me that the safest way to do this is through good quality ETFs with minimal dividend payout. Their stock market is far too large for me to consider managing individual stocks.
It is my preference not to buy a broad market index with thousands of stocks, rather to purchase ETF’s covering specific sectors that together more or less cover the major components.
At this time, which ETFs would you choose for ...
1.Health Care
2.Industry
3.Cyclicals
4.Value
5.Small Cap
6.Technology. ?
Financials and Resources are well covered in Canada.
Thanking you in advance.

Catherine

Q: Good morning, i wanted to move slowly from individual stocks to ETF's mainly because of less ibdividual company risk. I want to stay fully invedted in the stock market but more and more concerned about capital appreciation. Does this make sense for someone who still wants to stay in the stock market, thanks?

Q: Hi, are there any stocks, ETFs or a vehicle on TSX that provides exposure to Etherium? Thanks.

Q: This etf seems well (but not too) diversified. It has gone up 11% since I bought it not that long ago. I do not own a full position and would like to add some units. Is it buyable at current price? Thanks, Bill

Q: Hey guys,

ARK invest just recently released there new ARKX ETF. I have been waiting for a while for it to be released. What are your guys general opinion about this ETF. Would you guys be okay with taking a small position in this.

With ARK's recent performance when you be a little skeptical with taking a position in todays market?

Thanks

Q: I hold DYNAMIC ACTIVE GLOBAL DIVID ETF UNITS (DXG) and the bank has sent me a T3 slip (Box 21) indicating I have earned $5384 as a capital gain. I didn't sell my ETF. I thought you report gain or loss only after you sell in a calendar year.

If I would have sold my ETF on Dec 22 my gain would be close to 10K how did they come up with only 5384.

I call my bank and they advise slip was generated "Non-cash distribution as part of the phantom payment." however I didn't receive any money.

Can you please advise do I have to report this gain or report when I actually sell the units?

I do my own Taxes. Any advice would be appreciated.

Thanks for the great service.

Q: Do you have a preference between HXS.CA vs HXS.U and HXQ.CA vs HXQ.U and could you comment on HXX - would it be the same as the others with the exception of the focus on Europe?
Thanks for your service

Q: Which are , in your views, and in a growth perspective, the best ETFs to cover the financial sector ? Is IAI one of them ? Why or why not ?

Gratefully,

Jacques IDS

Q: Gold in general due to the massive Fed and provincial deficits in Canada

Hi Peter and team
even before Covid, the Fed govt was running a substantial deficit in good time
(comparatively)
the Fed deficit for the next few years (1-5) would be enormous no matter which party takes power
with the debt, for an average investor, I do own gold stocks and ETF
today at 11:30 Wed , one speaker on BNN felt that investors are not keen on buying gold (now off the peak season), he does not like bitcoin either

From your perspective, this could be a good time to buy some more quality gold
stocks and ETF (I know the names that your services recommend) ; I wonder
if you feel that this would be a prudent move, (up to 5 plus percent in ones portfolio)
or there is another sector one could buy as an insurance of the massive printing of our money due to the huge deficits (the US called it Quantitative easing)

looking forward to hear your expert opinion,
thanks

Michael (do own some gold stocks and the ETF for gold)

Q: Is there a market vehicle to invest directly in the price of copper ?
Thank you

Q: Could you list a few us industrial etf. Is now time to switch from can to us funds.

Tom