Q: This ETF has been recommended as a primary holding by a financial advisor. I see that it pays a small dividend. Do you know if there would be an annual capital gain/loss even if a person continues to hold? What are your comments (good and bad) about having this as part of their portfolio?
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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: Hi folks,
I hold VI but I know you prefer the unhedged version, VIU. For me to make that change, would I just sell my VI and buy VIU on the same day as I'm sure they won't move much intraday. It's in my RRSP so no tax issues.
Thanks
Robert
I hold VI but I know you prefer the unhedged version, VIU. For me to make that change, would I just sell my VI and buy VIU on the same day as I'm sure they won't move much intraday. It's in my RRSP so no tax issues.
Thanks
Robert
Q: Your opinions of the Mutual funds listed and suggestions of lower fee ETFs'. Much appreciated- ane
Q: Is there a Canadian ETF similar to the Sprott Uranium ETF URNM which only trades in the US .
Q: Presumably ZSP and ZSP.U are identical except for the currency. Does ZSP.U also pay its distributions in USD? I currently own ZSP. Do you if it is possible to directly convert ZSP to ZSP.U or do I have to through the process of selling ZSP, converting the cash to USD and then buying in ZSP.U using USD? Thanks as always. Your service is great.
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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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iShares Core Canadian Universe Bond Index ETF (XBB)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
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Vanguard S&P 500 ETF (VOO)
Q: Hoping you could suggest an ETF portfolio for an RRSP account with a minimum 12 years until withdrawals are made. The account is starting from scratch.
Thanks
Thanks
Q: Do you prefer HXS or VFV for a FHSA with a timeline of 3-5 years? and what would be your reasoning?
Q: I've got 5 years left before retirement, and I want to slowly roll my RRSP from equities to etf's over the 5 years. This year I'd like to buy a few that will have growth over the coming 5 years, thinking of beaten-up sectors like telco's and banks - do you think they have a runway for a 5-year plus hold (also thinking they have a good dividend, jumping in now), and what which etf's would you suggest if you agree with these sectors, or in other sectors. Thanks!
Q: In my taxed investment account I’m looking to increase my USD monthly income. I have Canadian banks, utilities, telecoms in USD so I receive their dividends in USD’s. What do you think about adding a covered call like HYLD.u or other? (prefer to avoid withholding tax). Thx!
Q: I've read your most recent questions on ZSP.U and you stated that this ETF was exempt from US withholding tax but it is a Canadian listed ETF so I'm not sure, could you please clarify. Also could I journal ZSP to ZSP.U. Thanks
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Global X S&P 500 Index Corporate Class ETF (HXS)
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Global X S&P/TSX 60 Index Corporate Class ETF (HXT)
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Global X Intl Developed Markets Equity Index Corporate Class ETF (HXDM)
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Global X Emerging Markets Equity Index Corporate Class ETF (HXEM)
Q: Has Horizon simply changed its name or has it sold to a new company?? The above funds are now called Global X.... If sold, can you please tell me about the new company.
Thanks!
Thanks!
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Invesco S&P 500 Equal Weight ETF (RSP)
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Invesco S&P 500 Equal Weight Index ETF (EQL)
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Topicus.com Inc. (TOI)
Q: Hello,
The announcement today of Topicus's CEO taking on additional roles have any longer term impact? Also, the shares are not moving much after the results. What is your overall view? You had recommended RSP as the symbol for equal weight ETF tracking 500 companies in US (to diversify from SPY which has lots of tech exposure). Is there a cdn equivalent for RSP. i cannot seem to find one. thanks very much
The announcement today of Topicus's CEO taking on additional roles have any longer term impact? Also, the shares are not moving much after the results. What is your overall view? You had recommended RSP as the symbol for equal weight ETF tracking 500 companies in US (to diversify from SPY which has lots of tech exposure). Is there a cdn equivalent for RSP. i cannot seem to find one. thanks very much
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iShares S&P/TSX Composite High Dividend Index ETF (XEI)
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iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV)
Q: I have a sizeable position in one and would like to exchange it for the other (this is a margin acct).
Any suggestions on how to go about doing this?
Any suggestions on how to go about doing this?
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Dividend 15 Split Corp. Class A Shares (DFN)
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Canoe EIT Income Fund (EIT.UN)
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Mulvihill Canadian Bank Enhanced Yield ETF (CBNK)
Q: Hello Peter and staff:
Each of the above mentioned have incredible yields, that pay monthly dividends - CBNK - 9.78%, EIT.UN - 8.74%, DFN - 22.94%. Could you comment on each of the 3 in terms of sustainability and could you rate them in order of preference, or not at all. Could you also recommend other high yield monthly dividend paying stocks. Thank you all for your incredible service.
Each of the above mentioned have incredible yields, that pay monthly dividends - CBNK - 9.78%, EIT.UN - 8.74%, DFN - 22.94%. Could you comment on each of the 3 in terms of sustainability and could you rate them in order of preference, or not at all. Could you also recommend other high yield monthly dividend paying stocks. Thank you all for your incredible service.
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INVESCO QQQ Trust (QQQ)
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Technology Select Sector SPDR ETF (XLK)
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Vanguard Information Technology ETF (VGT)
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iShares U.S. Technology ETF (IYW)
Q: QQQ is not a tech-ETF, yet is made up of mainly tech. Do you think QQQ is a better long-term investment than pure tech ETFs? Explain your reasoning.
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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BMO Aggregate Bond Index ETF (ZAG)
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BMO Equal Weight REITs Index ETF (ZRE)
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Global X Active Preferred Share ETF (HPR)
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iShares S&P/TSX Capped REIT Index ETF (XRE)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Vanguard Canadian Aggregate Bond Index ETF (VAB)
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Vanguard Dividend Appreciation FTF (VIG)
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Vanguard Balanced ETF Portfolio (VBAL)
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High Interest Savings Account ETF (HISA)
Q: As an older investor, I am considering a gradual move from mostly individual stocks to a fully ETF portfolio. My thinking is to allow management simplicity for my wife in the event of my death or disability. Seeking dividends predominately but also a representation of growth. Can you please suggest an array (portfolio) of ETFs that I could begin migrating towards? As always, your advice is appreciated. thank you
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BMO Aggregate Bond Index ETF (ZAG)
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BMO Equal Weight REITs Index ETF (ZRE)
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BMO International Dividend ETF (ZDI)
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BMO Laddered Preferred Share Index ETF (ZPR)
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Global X Active Preferred Share ETF (HPR)
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iShares Convertible Bond Index ETF (CVD)
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iShares Core Canadian Long Term Bond Index ETF (XLB)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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SPDR Portfolio S&P 500 High Dividend ETF (SPYD)
Q: I have these ETF's in my portfolio, although they are a small percentage. I am wanting to do a clean up of most of my partial holdings in individual stocks and purchase more ETF's. I was going to add VIG as well. Could any of these ETF's be replaced with better ones or not bother with them, and what others do you suggest to compliment them for an income investor who wants to see a little growth as well in a well diverse portfolio? Thanks.
Q: Are there any EAFE and TSX ETFs that do not pay dividends or interest?
Thanks
Thanks
Q: VFV vs. VOO:
I understand VFV ETF contains VOO ETF, correct? What would you recommend, buy VFV in CDN $ account, or convert CDN$ cash in US$ cash using Norbit gambit and buy VOO in US account with US$? Any other recommendation for ETF to invest in US S&P500?
I understand VFV ETF contains VOO ETF, correct? What would you recommend, buy VFV in CDN $ account, or convert CDN$ cash in US$ cash using Norbit gambit and buy VOO in US account with US$? Any other recommendation for ETF to invest in US S&P500?
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Public Storage (PSA)
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Global X Cash Maximizer Corporate Class ETF (HSAV)
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High Interest Savings Account ETF (HISA)
Q: For a couple in their 70's with a 3 year time horizon, what ETF or ETFs would you suggest as relatively safe investments?