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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, could you please recommend:
A global dividend equity ETF
A global high dividend equity ETF
A US dividend ETF
A US high dividend equity ETF
In all cases traded on the TSX, also hedged to $CDN is preferred.
Deduct as many credits as required.
Thanks.
Read Answer Asked by Gary on October 24, 2018
Q: Hi Team, I have 20% of my rsp in cash. Im considering going with growth oriented ETFs. Can you suggest 3 ETFs, and I would go with 7% for each? Is 7% too high when adding an ETF to my portfolio?
Thanks
Read Answer Asked by Dan on October 24, 2018
Q: I would like to derisk my portfolio and pull out of trading equities myself. I am near 70. What mawer products or other etf/mutual fund products can I hold in my trading account that would give a fair dividend , would have preferred tax rate on those dividends and reasonable MER.
Read Answer Asked by brian on October 23, 2018
Q: The majority of my portfolio is invested in the TSX 60 through XIU. I am working on diversifying my portfolio and thought I would start off with the Real Estate sector and am considering ZRE.

Would you have any issues about selling about $13,000 of XIU to buy ZRE and achieve a 5% allocation in the Real Estate sector?

Also, I noticed that ZRE was dropped from the Model Income Portfolio in July 2017. Do you have any issues with ZRE specifically?
Read Answer Asked by Ray on October 22, 2018
Q: Hello Team,

Is their an American tobaco ETF that covers these 3 stocks that are mentioned in your
5i Research report on the Marijuana Industry? ( Fantastic read).
Plus, all things considered between the 3, which individual stock is the most likely in your opinion to get involved in the Industry?

Thanks,
Stephen
Read Answer Asked by Stephen on October 22, 2018
Q: My target allocation for International Equity is 20% and is made up of just two ETFs (VE and VEE). Do these two holdings provide adequate and broad enough international exposure or would you recommend any additional (or different) ETFs? How would you recommend splitting the 20% total between these holdings?
Read Answer Asked by Steven on October 20, 2018
Q: A month ago I sold both these bond etf’s to capture the tax loss. I’m now looking to rebuy/reinvest these funds. As part of my fixed income allocation I’m wondering if I should repurchase the same or might you have other suggestions in a rising rate environment?
Thank you
Read Answer Asked by Les on October 19, 2018
Q: What are your favorite europe ETF , would probably split 5% of the portfolio (150 000$ total portfolio in RRSP) between 2-3 to get better exposure (euro zone vs euro+uk)(large vs total market)
No hedge etf. 7-10 year horizon

Also, with 30% us , 5% china, 3 % india, 5 europe, 3% XAW, 40% canada, where would you suggest to invest the remaining 14%?

I was thinking 5% japan etf, 3 % frontier etf, 6% basket of EM (to cover taiwan, south korea with minimal china, russia, turkey and brazil allocation)

I have plenty time to manage, so not an issue, but would probably only rebalance occasionally (if worth the fees)
Read Answer Asked by Olivier on October 18, 2018
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