Q: Regarding the above noted portfolio introduced in the November, 2018 etf/mutual fund update, I am uncomfortable with the overweight of the financial sector. Would you please suggest some possible alternatives to the 10% allocation to ZWB. Thank you.
Q: I'm interest in reading up more about Guggenheim Invest S&P 500 (ETF) (RSP) as mentioned by you in an answer dated January 16, 2019. When I click on the profile link, it takes me to Invesco S&P 500 Equal Weight (RSP:US).......are these ETFs one and the same?......Tom
ps....iTrade has no Guggenheim EFTs but many Invesco ETFs.
Q: I would like to buy a REIT etf for my TFSA, to capture some tax-free income, and trying to decide among XRE, ZRE and VRE. What would be your recommendation? Or is your choice none of he above but something else?
Q: TD Mgd Idx Bal Growth Port - e (TDB852). Would you consider this fund a good choice for a child's RESP, the Child would not need the money for 15 plus years. I lean towards more growth but family would prefer something more balanced. This is close to the"couch potato" method. MER is 1.27%. There are no fees to purchase this e-series fund with TD and no fees to sell after 2 months (not that it would be sold for a long time). It is a mix of their 4 e series funds (40% Canadian bond index, 23 % us index, 20% canadian index and 76 percent international index). Would you recommend something else?
I read this article in the Globe today that appeals to me because of it's simplicity, low cost (few commissions, no MER's) etc and it's relative performance as measured by the author. I know it a very simple approach and mirrors the Buffet "Here's what you should do when I die" with my money. Would be very interested on your take of this and if you think it would be a good idea or not and why. Thanks Sheldon
Q: Good morning. I would like to increase my fixed income allocations and would like suggestions on where best to invest additional cash. I already have enough in GIC’s and our pref shares have been suffering of late but we are below our target in the fixed side. Thank you.
Q: In a recent posting you replied that you favoured both for high dividend etf. If you had to choose one over the other, which one. I hold both in equal amounts.
Q: What Canadian listed ETFs that are invested more so in growth stocks would be suitable for a TFSA with a mid to long term horizon? I wish to have geographic diversification through one or more ETFs and one or more ETFs investing in small to mid-cap stocks. If there are mutual funds that have better performance, after fees, please list as well.
Sorry I didn’t quite understand your response to my earlier question. XAW.TO is in my RRSP, which you said was the appropriate place to house ETFs with US dividends to avoid withholding taxes. Why then would removing this from my RRSP result in “tax efficiency”?
Q: I have held ZWE for a couple of years. I see BMO has released (in March 2018)
an almost identical ETF, ZWP. Has the same top 10 holdings and all other metrics are close, except the daily volumes.
Can you tell me why they did that?
Q: I loaded these three ETFs into a dummy Globe & Mail Portfolio with a mock purchase date of January 2, 2018. The output returns to date are CLF (4.5%), ZAG (4.5%) and HYGH (10%). Why did HYGH do so well or is the Globe utility having issues?
Q: Would this etf be a good RRSP candidate to compliment a good mix of blue chip stocks (Td, Bce, Slf, T, Enb and Trp) I hold 5% each of Vee and Zwe ETFs as well for some foreign exposure?
Q: I am looking for good bond ETFs. Your comments on CLF, XSB, XBB and FTB. Given a possible interest rate increase I have leaned toward short exposure.
Q: I am currently down 82% on this stock. I am in a Growth Portfolio. I have diversified across all sectors and geographies. I am considering selling and then investing proceeds in one of the following: XWD, CEF, or VGG.
Do you see any future growth potential for ACQ? If not, which of the 3 options would you suggest I invest in for growth.