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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: For US exposure which would you recommend for a long term hold? Or is a combination preferred?
Thanks for all your help
Read Answer Asked by Brent on January 06, 2021
Q: Hi guys! Asking for my parents, hope that's okay, your service has been very beneficial for me. They are currently living off their pension and have $60k in a TFSA that they would like to do something with for the next two-three years. Both roughly 65yrs old. They are looking for both a very safe, and also relatively safe recommendation please. Ideally, they are looking for a fairly hands off approach, where the risk of coming out at the end of it with less than they have is low. They are open to equity investing through a low fee brokerage, or looking at a service like one of the roboinvestor platforms, or anything else you'd recommend. Thanks I really appreciate it!
Read Answer Asked by Andrew on January 06, 2021
Q: My Grandson is 10 month old. Looking for a tech ETF for his RESP. Would you list your number 1 - 4 picks.
Read Answer Asked by David on January 06, 2021
Q: Thx for mentioning these 2 actively global managed mutual funds in March for my RSP. I am looking for 1 more that 5i likes. I prefer a global mutual fund with a reasonable MER. Thx
Read Answer Asked by blake on January 06, 2021
Q: I own XEI in a TFSA and am looking for better growth prospects with an ETF or MF. I prefer CDN denominated but with some US holdings is fine. Thanks Cal
Read Answer Asked by Calvin on January 06, 2021
Q: Anticipated a double bottom last March that never happened. Our RESP currently is 40% cash with 5 years to go before withdrawals. VBAL is the largest holding. Current valuations are holding me back from putting new money into equity index ETFs. The RESP has money in ZUT, up 32% and ZRE, up 12%. I am considering adding to these favoring ZRE because of its valuation. Do you concur? I would welcome some other alternatives, but I want to stay away from individual companies.
Thank you
Read Answer Asked by Richard on January 06, 2021
Q: TPAY is a TD income ETF. Do you have an opinion re: a place to store cash for 6 months? Thanks!
Read Answer Asked by Paul on January 06, 2021
Q: This is about Value play through ETFs.
Two questions. Assuming that Value as opposed to growth is going to get traction in 2021.

1. Small cap value or Large cap value going forward.

2. Which ones from my picks above you think are worth considering. Any favourites?

Thanks
Read Answer Asked by Savalai on January 06, 2021
Q: I am 60 years old, and I don't need the upcoming major problems that the world central banks are creating lead to the destruction of my retirement. So I am diversifying.

I currently hold the traditional Canadian dividend paying stocks, growing exposure to Emerging market ETF's, Gold bullion / ETF, commodity stocks, Infrastructure / Renewable Energy via the Brookfields, a few big name US stocks, and now entering the crypto world.

Here is my question: I read a recent article on Cathie Wood - CEO of Ark Invest. She claims:

"Seeded during the tech and telecom bubble more than 20 years ago, the five main platforms of innovation that we think will transform the global economy are: DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technology. These involve 14 technologies including gene therapies, 3D printing, cloud computing, big data analytics, and cryptocurrencies."

I already have a pension from a Robotics-related company, and I am investing in crypto. Do you have any recommendations for anything else from what she mentioned, in which you would share her outlook? I have both CAD and USD accounts. Could be company or ETF - big or small.

Thanks.
Read Answer Asked by James on January 05, 2021
Q: Hi,
On Jan. 5, Paul asked about an alternative to PSA at TD. Your suggestion was HISA but as you say, you don't know all the products at each brokerage. HISA is not available for online trades. All I've found at TD in this category is TDB8150 TD Investment Savings Account (no load) under mutual funds, which pays only 0.25% right now.
Michael
Read Answer Asked by Michael on January 05, 2021
Q: Happy New Year and thank you for your service over the year.
could you please suggest a conservative equity ETF portfolio for a senior's TFSA?
thank you,
Bryn
Read Answer Asked by david on January 05, 2021
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