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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: Greetings

I have a US dollar account with 10% in US cash at the present time. In Canada, I have MAW 104 and like its set up.

Is there a similar US fund company to MAW 104 available or would you suggest just going with a product like VBAL? If VBAL, what is the US designation name for the product?

Thanks

Peter
Read Answer Asked by Peter on December 13, 2019
Q: I manage my daughter's investments and will be selling a mutual fund (RBF1018) and plan to purchase XIT, as her asset allocation is light on technology.

86% of XIT is made up of SHOP, GIB.A, CSU, OTEX. P/B = 5.3 and P/E = 35.2. Technology has had quite a run this year...the chart looks parabolic and might possibly be forming a double top. I heard years ago that after a big run, stocks may settle back roughly 1/3 of the recent gain. This would put the "settle" price to be around $25.

I know this is the same as market timing. OR....just buy it now. Your thoughts?

Thanks...Steve
Read Answer Asked by Stephen on December 11, 2019
Q: one of the analysts featured on Market Call recommend this etf as a best buy!
would appreciate your comments on this selection.
ed in montreal
Read Answer Asked by ed on December 11, 2019
Q: I will probably be purchasing ZIN shortly. Regarding the quarterly dividend, does it matter when I buy ZIN? I know the Ex div date is Dec 27, so I need to buy it before that, so it settles prior to or on Dec 26. And theoretically in an efficient market, the price of ZIN will drop the amount of the dividend ($0.13) on that date. What's your experience...does the ETF share price drop actually resemble the dividend amount?

Thanks...Steve
Read Answer Asked by Stephen on December 11, 2019
Q: What is your preferred ETF for junior gold stocks? Why?
Read Answer Asked by George on December 10, 2019
Q: Would zlh be a fairly safe and effective investment for a 3 to 4 year holding? I need some more US exposure and would like to preserve my capital with some upside potential. Are their other low volatility US etf that you would prefer? Thank you.
Read Answer Asked by Steve on December 10, 2019
Q: Good day 5i.
The only US position I now hold in my RRSP is ZWH.
I like this ETF, just leave it alone and let it spit money out.
I'm looking for another US ETF that will fit nicely with ZWH and t pays monthly. The new ETF position would be half the size of ZWH if that helps.

Thanks for you help.
Read Answer Asked by Stephen on December 10, 2019
Q: Hi Peter and Wonder Team,
I am just wondering what you would suggest as to ETF replacements for the following SEI Growth Fund 80/20, I would like to replicate with ETF's as the fees are too high.
SEI U.S. Large Company Equity Fund Class O 24.14%
- SEI Canadian Equity Fund Class O 20.71%
- SEI International Equity Fund Class O 19.37%
- SEI Canadian Fixed Income Fund Class O 9.62%
- SEI U.S. High Yield Bond Fund Class O(H) 6.84%
- SEI Emerging Markets Equity Fund Class O 5.95%
- SEI U.S. Small Company Equity Fund Class O 3.91%
- SEI Global Managed Volatility Fund Class O 2.95%
- SEI Real Return Bond Fund Class O 2.89%
- SEI Canadian Small Company Equity Fund Class O 2.86%

Thanks for all you do, such a valuable service! Happy Holidays!
Read Answer Asked by Wes on December 10, 2019
Q: I would like more details on PHYS that was discussed briefly today. Apparently there is no dividend, EPS is $220, and Book value is $10.95. Since there is no dividend, is the EPS used to purchase more gold? Are there any MER or storage fees? How does it differ from PHYS.U (Sprott PHysical Gold Trust transferable redeemable units? Where can I find more details on those shares?
Read Answer Asked by George on December 10, 2019
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