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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
Would it be a wise to replace the 4 mentioned above with ITOT in my RRSP.

Thank you Mike.
Read Answer Asked by Mike on June 02, 2020
Q: Hi Gentleman,
I'm looking to simplify my portfolio on both the Canadian and US side.
Looking for your suggestions on your top 1-4 ETF's that trade on the TSX that would provide diversification by sector and globally as well as a dividend that would be safe? The same question for your top 1-4 ETF's on the US side. Long term holds 10-15 years. portfolio size is $500,000.
Thanks,
SF
Read Answer Asked by Steve on June 02, 2020
Q: I am looking for safety with essentially no downside but a return greater than a 6 month GIC (hoping for better in 2021). A Dynamic Alpha Performance II Fund Series A - FE has been recommended (not sure which series actually). I am skeptical given the high MER. I would very much appreciate your thoughts. Thanks.
Read Answer Asked by Danny-boy on June 02, 2020
Q: I'm looking to convert a RESP invested in mutual fund (chorus II agressive growth) to lower fees and menage it more actively. Kids are 5 and 2 years old.

I was thinking to diversify with 3 or 4 ETF for 70% of this portfolio. What are your thoughts about a combinaison of VFV, XIC, XIT, ZQQ and DXG for long term? Do you have better suggestions?

Althought, is investing in XIT and ZQQ and DXG a good idea on short term since tech valuation is already high at this moment compared to other sectors?

For the rest of portfolio (30%), i would go with stocks. What would be your top 4 on short term (next 6-12 months) and on long term?
Read Answer Asked by Francois on June 02, 2020
Q: Last year, I purchased ZDH in my mother's retirement account. She is close to 80. It has been a very poor performer, significantly underperforming the international indexes. Performance seemed to be reasonable prior to the market drop in the last few months. Morningstar now rates both ZDI (unhedged) and ZDH (hedged) as two stars, and it now falls to the 4th quartile for most time periods.

I would appreciate your views about ZDH. Would you continue to hold this ETF expecting that it will start to outperform the market, or would you sell it? Do you feel that it has dropped a lot since January due to its sector composition, and will bounce back? If you would sell it, what would you recommend? Dividends are not a priority, but looking for low to medium risk.

Thanks for your excellent advice.
Read Answer Asked by Dale on June 01, 2020
Q: If one was to buy some of the out of favour trends as mentioned in this article, what are some of the US and CAD ETFs that you recommend?

Many thanks!
https://www.albertbridgecapital.com/post/bubblicious
Read Answer Asked by Hua on June 01, 2020
Q: Hi, US long terms bonds performed very well during the recent market decline. Did the Canadian bond etfs perform well during this down turn? Which ones did well? I would add to such bond etfs. Thanks.

Regards,

Shyam
Read Answer Asked by Shyam on May 29, 2020
Q: Good morning,

Roku has dropped from approx $140 back to $106. Would you be adding to your position (If light) at current levels or are there any changes in your long term thesis?

Yesterday you mentioned XWD as a good ETF option for international exposure but stated that it had 65 percent NA. Is there a good option for international equity with a value bent without NA companies?

Thanks for being a calming voice during volatility.
Read Answer Asked by Brian on May 29, 2020
Q: Hi Peter & 5i,
Which of these 2 ETF's would you prefer and why, or if you have any other that is better, would be much appreciated. Thanks for your wonderful service. Stay safe. Ivan
Read Answer Asked by Ivan on May 28, 2020
Q: Hi,
I found myself keep under-performing comparing to the market. I'm thinking about replacing my stocks with index ETFs.
Do you think it's a good idea to have a profolio consisting of all leveraged index ETFs? for example, leveraged TSX index + leveraged SP500 index + leveraged index from other countries?
My understanding is that the market tends to go up, so if it says leverage then I get more return in the long run?
Also, could you recommend some of those leveraged ETFs? From googling I found some names such as HSU, SSO, etc. Are they good?
Thank you!
Read Answer Asked by Yongwei on May 28, 2020
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