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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: I'm considering buying HSPX. Doing my research I understand that their strategy is to write out of the money calls which if I'm not mistaken gives more upside to a covered call ETF. Is this both true and a correct assumption ? And also my TD Waterhouse quote shows a yield of 9.5% but when checking various other sites I see from 5% to 7%. What is the real annual yield ? And what is your opinion on this ETF in general ? Thanks Garth.
Read Answer Asked by Garth on January 07, 2019
Q: I have 11% ZLU, 19% CDZ, 50% SDY, !% VWO, 15% VEA and 3% CGL in a RIF. I need to sell $12K from a RIF. Is there something you would recommend selling, or just move in kind?
Read Answer Asked by Wayne on January 07, 2019
Q: Looking to add some Ag and Au bullion. Which of these
do you like? Is there a pure silver bullion buy available?
Read Answer Asked by Charles on January 07, 2019
Q: Happy New Year.
I allocated 20% of my US holdings for high yield investments but want to avoid the tax implications of CEF/MLPs. Is there an ETF that you could recommend that covers this part of the market that eliminates the tax implications?
Read Answer Asked by kelly on January 07, 2019
Q: What is your latest view on the performance of this etf. So far it appears to me that it has handled the latest downturn quite effectively when compared to the return of the tsx. I have been thinking of using this etf for the income portion of my portfolio. Would that be a good idea or would I be better off using bond etfs for the income portion? Tnx for the help.
Read Answer Asked by Jacques on January 07, 2019
Q: This title covers oil transport/storage infrastructure
thus not affected by WTI acc to promoters since its revenue is from transporting fuel. Dividends 8-10%. Despite transporting/storing only it suffers greatly from WTI price fluctuation. Half of 27% loss is recovered from dividends, any insight in this MLPA structure??
Art
Read Answer Asked by Arthur on January 07, 2019
Q: Health care sector: I own GUD, COV and RHT (I did not get out of RHT in time so will hold) in Canadian health sector - all are down significantly. I follow BE portfolio and have diversified non- Canadian mutual funds and etfs. What are your thoughts on USA health sector, which if any of the IBB, HHL, ZUH would you add for long term (5+ yrs)?
Read Answer Asked by Glen on January 04, 2019
Q: Recently read John Bogle, "Common Sense Investing"

What are my choices for purchasing the s & p 500 index, please compare MER, do all offer a canadian hedge? and what are the pros and cons of buying it hedged to canadian dollar?

thanks

Ernie
Read Answer Asked by Ernest on January 03, 2019
Q: Two questions on Canadian equity/dividend ETFs:

1) The holdings in DGRC are selected based on market cap, expected earnings growth, return on equity, and return on assets. How is it that none of the Big 5 Canadian banks qualify for inclusion in their portfolio? This is puzzling to me. What is your opinion of this ETF for the core Canadian equity component of one's portfolio, for a longterm hold?

2) You continue to recommend XIC despite reminding members, many a time, of how the TSX index is heavily concentrated in financials and energy. Why? It is a cheap ETF, but other CDN equity ETFs (like DGRC) are modestly more expensive but I can't help but think that the few extra basis points in cost are worth it if it allows for a more balanced sector allocation overall. You continue to recommend CDZ even though it is very expensive, with a MER of 0.66. Why? I know it is analogous to VGG/VIG, which you (and I) love, but I don't think they're comparable, since VGG/VIG contains many companies with a much longer history of dividend increases (including many so-called 'Dividend Aristocrats' and 'Dividend Kings' whereas inclusion in CDZ only requires that a company has a history of increasing its dividend in at least four of the last five years. It almost seems like the continued recommendation of XIC and CDZ is due more to historical reasons rather than their merits as of right now, relative to other ETFs that may not have been available when XIC and CDZ were first made available.


Read Answer Asked by Walter on January 03, 2019
Q: Hello and happy new year 2019

My question today is regarding xhy which is composed of high yielding US corporate debt but trades in Toronto in Canadian dollars. It mentions CAD hedged. Performance of Xhy is rather dreadful since Oct 2018, is this independent of the two curriencies ? I would have thought that a depreciating CAD would help boost the NAV. Or would an appreciating CAD boost NAV. Your thoughts ? Also, could you recommend a mutual fund equivalent of Xhy (albeit with higher fees).

Thanks so much

Daniel
Read Answer Asked by Daniel on January 02, 2019
Q: Hello and Happy New Year to all.
David Rosenberg during his semi annual visit to A. Maccreath's show on BNN talked about investing in non correlated assets. He highlighted Corporate bonds as being exciting and also long-short strategies. long Corporates and short Government bonds. This is exciting, but way above my pay-grade...any suggestions for non correlated assets to be checking out ?Thanks and sorry for the vague question
Read Answer Asked by Deborah on January 02, 2019
Q: Happy Holidays,
can I get your thought on the following:
1. why is ZID-T recent performance decent and FIH.U poor?
2. why is ZID-T recent performance decent and SP500 index poor?
I'm curious why ZID performance is relatively good as of late.

thanks
Read Answer Asked by Ian on December 31, 2018
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