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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: What sector do you think has a better outlook for the near to medium term: Oil and gas or banking? I have a bit of capital to deploy and was leaning towards a decent yielding dividend ETF in one of the 2. (If you don't want to be pigeon holed to either/or I could split it between both sectors or if you have a different sector suggestion that's more compelling I'm open to suggestions...)
Thanks very much
Read Answer Asked by Dustin on November 18, 2024
Q: I hold both etfs (XDIV / ZEB),5% each of my portfolio.10%total.

I want to consolidate and reduce to 8% into one etf.

Considering holding XDIV 8%.

Appreciate your comments.

All the best
Read Answer Asked by Sergio on November 15, 2024
Q: I have finally sold my Bitcoin from my US RSP at a small loss. After a long hold with no dividend, I would like to purchase US Efts with a 5- 10? dividend a would appreciate your opinions on this. Thanks, James
Read Answer Asked by JAMES on November 15, 2024
Q: What are your thoughts on the philosophy of a 3 etf portfolio (growth, dividend and foundational) from a retires point of that has the basic expenses covered by pension income. And some etf's you would consider candidates if you were to agree with this philosophy?
As always thanks for your point of view.

Brian
Read Answer Asked by Brian on November 15, 2024
Q: If one was new to investing, with a $5OK account, interesting in monthly income with some growth would a mix of SPLT and ZLB be good advice i.e. 60% SPLT and 40% ZLB. ZLB to focus on low volitile stocks and SPLT for safe monthly income of 6% with some growth. Any other ideas?
Read Answer Asked by Tony on November 14, 2024
Q: Hello, I am looking at these 3 ETFs to park my cash, now that short term interest rates have come down and ETFs like PSA or HSAV have much less attractive rates than 6 months ago. Can you highlight the main differences between MNY, CBIL and CMR and sort these by increasing risk level? FYI, CMR will add asset-backed paper to its portfolio sometime next year. Thanks!
Read Answer Asked by Martin on November 14, 2024
Q: What is the relative performance of S&P etfs over the last 1,3 and 5 year periods for esg qualifying funds versus funds not claiming esg credentials? Trying to evaluate Musk's comments that esg is a sham.
Read Answer Asked by Mark on November 14, 2024
Q: I am looking for an ETF in CAD that does not involve hedging that is focused on manufacturing / industrial with a global focus. If global is not available then at least the focus is on USA. I found XGI but it hedges and has an MER of .68%. VIS will cover USA but is in USD.

Thank you

Paul
Read Answer Asked by paul on November 14, 2024
Q: We have about 1/3 of our portfolio in a HISA earning about 4%. This was done since at our age ('50's) we decided that was the approximate amount we should have in "non-equities". But we'd like to target a low-risk return on this portion of about 6%, and HISA rates are also coming down. So we want to move this to other "non-equity" areas. What is your best suggestion on this? Bond ETF - of so which ones are best right now? Or other ideas?
Read Answer Asked by Kel on November 14, 2024
Q: Hello Peter,
For a 30 year old that wants to invest for the long term and not have to worry about following the markets constantly, what is your opinion on investing on the 5 ETFs: 40 % to VBAL ( as it contains bond portfolio) and 60 percent to the rest of the 4 ETFS. I know there is some duplication but wanted your opinion.. thanks for the service.
Read Answer Asked by umedali on November 14, 2024
Q: What is your view of the infrastructure sector going forward? What is your view of IFRA? Would Jacobs be a better way to get exposure to the sector, or is there another investment you would suggest? About IFRA, there is a reference to it trading on CBOE, I am not familiar with this, can you explain what that is about? Many thanks
Read Answer Asked by Leonard on November 13, 2024
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