Q: Do you guys have any ideas for personal research on smaller cap (100 million- 500 mill) SAAS or software companies in the US? I feel as a Canadian we are so overexposed to the few tech and software companies that operate here that I need to look for better opportunities down south.
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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: Good morning,
I currently have fixed income as 30% of my portfolio, made up right now of ZAG and CPD (15% each). CPD is dripping and within a few more months of contributions ZAG will be too. Once they are both dripping, what would be the next Canadian-listed fixed income ETF you would add to compliment those two? Thanks in advance.
I currently have fixed income as 30% of my portfolio, made up right now of ZAG and CPD (15% each). CPD is dripping and within a few more months of contributions ZAG will be too. Once they are both dripping, what would be the next Canadian-listed fixed income ETF you would add to compliment those two? Thanks in advance.
Q: Could you give some ideas, refer some websites and books regarding how to select an ETF. I need to give a presentation for learning purpose in a share club meeting. Feel free to subtract additional credits if needed.
Q: The performance of ZLB has strongly outperformed VCN over the short and long term. ZLB will likely survive a recession better then holding VCN. If I own both, should i just sell VCN and own ZLB but would their be a case to own VCN instead? thanks
Q: I was looking at your Growth Portfolio and see 14% allocation to ETF Russell 2000. Aside from US exposure what is your thesis behind this pick in particular?
Thanks again,
Dan
Thanks again,
Dan
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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BMO Laddered Preferred Share Index ETF (ZPR)
Q: I'm having a hard time understanding the difference between these two etfs. The yield is much higher on zpr and since this is for the income side of my portflio I am wondering if I should purchase it over cpd.
Q: May I please have your thoughts on rare earth metals and the Remx etf in particular? I was considering a short term play in this space. I'm referring of course to China's control of these resources and the potential for China to use rare earth metals somehow against the US in the context of a trade dispute. Thanks.
Q: Do you have any pulse producers or processors on your radar at all? Or an ETF that covers this space? Thank-you.
Q: I am looking for a long term Swiss bond etf or fund. Duration 15 to 25 in chef currency. I have registered accounts. Any recommendations? Alternatively if one does not exist do you know of any other long duration treasury bond funds in “flight to safety currencies” X United States. Thanks,
Q: My research on this ETF shows a management fee of 0.75% and a MER 0f 0.91%. If I bought this would my total fee be 1.66%. Is this high for an ETF and can I please have your thoughts on this security. Thank You.
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iShares MSCI Emerging Markets Index ETF (XEM)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
Q: Hello, what is the difference between a FTSE Emerging Markets ETF and a MSCI Emerging Markets ETF? The focus of my question is on the letters FTSE and MSCI. What difference does that make in terms of quality and stocks selection? Thanks, Gervais
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iShares Core MSCI Emerging Markets IMI Index ETF (XEC)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
Q: I'd like to get your comment which of the above ETF is your choice for emerging market , and why.
Thanks as always!
lil
Thanks as always!
lil
Q: What drives price changes in Canadian-traded ETFs holding US securities on days when US markets are closed? Is it after-hours trading prices of the underlying securities, or something else?
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iShares Core Canadian Long Term Bond Index ETF (XLB)
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Vanguard Canadian Aggregate Bond Index ETF (VAB)
Q: Hello,
I own both of these ETF's in my RRSP. The position in VAB is higher by 3 fold as compared to XLB.
I will be adding to one of these with my 2019 contribution. Given the outlook for rates (I lean towards the notion that they have most likely peaked), I was going to increase my position in XLB. Would you agree with this decision or would you favor VAB? As background, I am retiring in 13 years if that helps.
Secondly, do you view preferred shares and corporate bonds issued by public companies comparable in terms of asset categories? Both respond for the most part to movements in interest rates as best I can tell but would like to get your opinion please.
Thanks,
Dan
I own both of these ETF's in my RRSP. The position in VAB is higher by 3 fold as compared to XLB.
I will be adding to one of these with my 2019 contribution. Given the outlook for rates (I lean towards the notion that they have most likely peaked), I was going to increase my position in XLB. Would you agree with this decision or would you favor VAB? As background, I am retiring in 13 years if that helps.
Secondly, do you view preferred shares and corporate bonds issued by public companies comparable in terms of asset categories? Both respond for the most part to movements in interest rates as best I can tell but would like to get your opinion please.
Thanks,
Dan
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Vanguard S&P 500 ETF (VOO)
Q: Morning
Quick follow up question for clarification
If I hold VFV in a RRSP , will it be subject to the 15% withholding tax?
Holding VGG in a non registered account, is there a way to get this tax back?
Thank you
Quick follow up question for clarification
If I hold VFV in a RRSP , will it be subject to the 15% withholding tax?
Holding VGG in a non registered account, is there a way to get this tax back?
Thank you
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Vanguard Conservative ETF Portfolio (VCNS)
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Vanguard Balanced ETF Portfolio (VBAL)
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Vanguard Growth ETF Portfolio (VGRO)
Q: What is the best all in one etf for Canada, us,and global? Thanks larry
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BMO Equal Weight US Banks Index ETF (ZBK)
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iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
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iShares U.S. Medical Devices ETF (IHI)
Q: I have about $20,000 U.S. funds to invest. Am considering the health oriented etf - IHI or one of the banks/financials or what is your alternative preferred recommendation(s)? with this amount do you recommend purchasing two
companies or go with just one - ed in montreal
companies or go with just one - ed in montreal
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iShares U.S. High Dividend Equity Index ETF (XHU)
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Vanguard U.S. Total Market Index ETF (VUN)
Q: Thank you for all your help
I am a novice investor learning the ropes
For that reason, although I want to increase my US exposure , I am not comfortable picking individual stocks
Which of the following etf’s would you recommend, and why
VUN VGG XHU. (I already own VFV)
Also,I heard you do not want US in a TFSA. Why is that..?
Thanks again
I am a novice investor learning the ropes
For that reason, although I want to increase my US exposure , I am not comfortable picking individual stocks
Which of the following etf’s would you recommend, and why
VUN VGG XHU. (I already own VFV)
Also,I heard you do not want US in a TFSA. Why is that..?
Thanks again
Q: According to my portfolio analytics, I am woefully short on foreign content. Please give me 3 or 4 ETF names that you consider would best fill this need.
I would also like the names of 3 U.S. Stocks you consider top picks (non tech).
Thanks once again for keeping me on track.
Audrey
I would also like the names of 3 U.S. Stocks you consider top picks (non tech).
Thanks once again for keeping me on track.
Audrey
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Vanguard S&P 500 ETF (VOO)
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Invesco S&P 500 Equal Weight ETF (RSP)
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Invesco China Technology ETF (CQQQ)
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Invesco S&P 500 Equal Weight Technology ETF (RYT)
Q: Hi...In your opinion where is the best region in the world to invest right now with a 5 year outlook? Could you recommend a couple of ETF’s? Thanks