Q: Over the weekend I was reading about the potential for mean reversion producing a rebound in value stocks in the US. Do you think this makes sense overall, or is it just about as likely as any of the ten thousand other 'this is what is going to happen' stock market ideas? And, do you have any CAD US based ETFs that would fit this profile and that you would recommend? Thank-you, again.
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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: How can you find out what Company comprises an ETF. Thanks
Q: hello 5i:
could you give me your opinion on incorporating BTAL into a portfolio and/or the strengths/weaknesses of such a strategy? Can you compare it with something like SH (ProShares Short S&P500)?
thanks
Paul L
could you give me your opinion on incorporating BTAL into a portfolio and/or the strengths/weaknesses of such a strategy? Can you compare it with something like SH (ProShares Short S&P500)?
thanks
Paul L
Q: Hi All at 5i! Any advantage to holding one ETF over the other. Which one do you favour? Cheers, Tamara
Q: Ray Dalio and David Rosenberg to opinions i highly respect sure paint a gloomy picture of the next 10-20 years.
Rays suggested Portfolio weightings 7.5% Gold 7.5% other Commodities, 40% Long term bonds and 15% Intermediate bonds 30% stocks and 7.5% other.
My question is on Bonds, Specifically Govt treasuries , this would be the TLT correct?
and wouldn't Govt treasuries be seen as much safer than say the XLB which are municipal bonds, I have heard some fund managers on BNN say they wouldn't touch an Ontario provincial bond because of the provinces Debt. So that being said is there a version of the TLT that is available for me to buy?
Thanks Gord
Rays suggested Portfolio weightings 7.5% Gold 7.5% other Commodities, 40% Long term bonds and 15% Intermediate bonds 30% stocks and 7.5% other.
My question is on Bonds, Specifically Govt treasuries , this would be the TLT correct?
and wouldn't Govt treasuries be seen as much safer than say the XLB which are municipal bonds, I have heard some fund managers on BNN say they wouldn't touch an Ontario provincial bond because of the provinces Debt. So that being said is there a version of the TLT that is available for me to buy?
Thanks Gord
- BMO Low Volatility Canadian Equity ETF (ZLB)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
Q: I am looking for an ETF for my TFSA that has broad coverage and that is not so heavily weighted in financials and energy. Would you have any concerns with owning these two ETFs.
Q: I previously asked why ZPR has decreased lately with the trend for interest rates declining. ZHP the identical fund of US preferred shares is increasing with an increased trend of lower interest rates. Decreasing interest rate trends should increase bond and preferred shares yet the CDN version has not acted liked the US version. I can see no logical reason for these different trends?
Q: I have been looking to add some funds to this ETF- I like the strategy, active management, sector/ smaller number of holdings. Would you still recommend it for a bit of global diversification?
I notice it is called a dividend fund however do not see a distribution from 2018 and the 12 month trailing yield of 0% with an annual payout listed- is this a concern? (the focus really doesn't seem dividend focused) Are there any other actively managed cad$ ETFs with a similar strategy you can recommend
I notice it is called a dividend fund however do not see a distribution from 2018 and the 12 month trailing yield of 0% with an annual payout listed- is this a concern? (the focus really doesn't seem dividend focused) Are there any other actively managed cad$ ETFs with a similar strategy you can recommend
Q: I recently read your article "Cap-Weight vs Equal
Weighted Indices" in etf-mutual fund letter which generally concluded that equal weighted etf's out performed cap weighted etf's. However, I'm wondering if this is still true if higher MRE's and higher taxes (due to higher turnover) are taken into account. In other words what's the after tax comparison, say if you were in the 40-50% tax bracket? Do you have some idea or do you know some studies on this?
Thanks
Weighted Indices" in etf-mutual fund letter which generally concluded that equal weighted etf's out performed cap weighted etf's. However, I'm wondering if this is still true if higher MRE's and higher taxes (due to higher turnover) are taken into account. In other words what's the after tax comparison, say if you were in the 40-50% tax bracket? Do you have some idea or do you know some studies on this?
Thanks
Q: The Canadian materials ETF "XMA" seems to have broken resistance from 2017-2018. I see that 50% of its constituents are gold and silver streamers, plus, gold mining companies. I think I like this ETF as a lower-stress asset to bet on precious metals going higher, but instead of betting only on gold miners with XGD, XMA holds other sectors like metal miners. My question is.... what do you think about the other 50% in that ETF? Are those other companies also looking good/better?
Q: I am looking to allocate 10 to 15 % of my retirement portfolio to the real estate market split between Canada and the USA. I would like to keep it to 4 ETF's . Suggestions please.
Q: Your thoughts on Horizons ETF HMUS.
As the states edges toward potential federal legalization.
Curaleaf's buying Grassroots, Constellation giving Linton the boot from Canopy.
It seems like focus is getting off the Canadian MJ market as the US grows.
ETF is down 30% since IPO
Thx Tim
As the states edges toward potential federal legalization.
Curaleaf's buying Grassroots, Constellation giving Linton the boot from Canopy.
It seems like focus is getting off the Canadian MJ market as the US grows.
ETF is down 30% since IPO
Thx Tim
Q: Could you give me your views on this. Company. Thank you
Q: with gold more in focus do you think good time to buy some?
Q: is there any way currently to short crypto currency? thanks
Q: With the US proposed tariffs on Europe is it a bad time to buy XEF for a 5 year plus hold?
Thanks
Brent
Thanks
Brent
Q: would you consider a position small ..say 1/2 position in VIX S+P 500 index as a decent way to protect our portfolios from a market downdraft from its present all time highs? I;m assuming the market will be lower than current levels at some point in the 6 months and that geo political issues may arise during same period.
thanks as always...
thanks as always...
- BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
- BMO Europe High Dividend Covered Call ETF (ZWP)
Q: your opinion for now going forward, are they safe?
Q: Is there a way to invest in artificial intelligence In China.
Are there any specific ETFs and individual companies and would you endorse any?
Are there any specific ETFs and individual companies and would you endorse any?
Q: Are the distributions, if held in a register account (either a TFSA, RRSP or RRIF) subject to the withholding tax?