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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: It seems like FLOT, MFT have not seen the dramatic price drop as XBB and CBO even though XBB and CBO have the lower yield. Could you comment as to why? For new money in the present market what would you suggest? Thanks for your service.
Read Answer Asked by Ozzie on October 12, 2018
Q: Does Horizons or similar company have a tax deferred ETF that would be similar to VGG. I understand HXS does for US exposure, though I am interested in one that focuses on dividends which are only taxed as capital gains once the stock is sold. Thank you for your service.
Read Answer Asked by Ozzie on October 12, 2018
Q: What's your view of continuing to hold VIG in the near to medium term? I'm thinking there could be an increasing amount of pressure on it and its constituent companies as higher bond yields are actually materializing and are making VIG's 1.84% dividend look anemic by comparison. Is there an alternative holding/strategy you might recommend in its place during this period?
Read Answer Asked by Peter on October 11, 2018
Q: Looking for fixed income exposure (Canadian). One or two ETFs if possible. What impact should we expect of rising rates on these ETFs? Thanks.
Read Answer Asked by Jean-Bernard on October 11, 2018
Q: Do Vanguard's Canadian products require the filing of CRA 1135 form?
Read Answer Asked by Ed on October 10, 2018
Q: Just sold mutual funds and want to transition to low fees ETF's for the portion of my portfolio outside of Canada. It is for my RRSP, 15 years from retirement. I was thinking SPY / XEF and VEE for the equities side. Do you have something better to propose? I would need help for the fixed income portion, 1 or 2 ETFs please. Thanks.
Read Answer Asked by Jean-Bernard on October 10, 2018
Q: Do you think these 3 ETFs, provide a diversified enough portfolio? I plan to invest equal amounts in these ETFs and re-balance every year. They would be held in a RRSP, RESP and TFSA. Does it matter in which accounts I hold these ETFs? I plan to supplement my income I receive when I retire. I am basically looking to put together a portfolio that I know will be around long after I die. I'm only 30, but I've been listening to John Bogle and Warren Buffett speak about what they believe individual investors should do with their money.
Read Answer Asked by Francesco on October 09, 2018
Q: Hi, this is first my question and it is about Japan. Is this a good time to add Japanese exposure through ETFs? Wisdom Tree has added ETFs JAPN and JAPN.B what is your opinion of them and is there any liquidity issues. I am thinking of using unhedged version as the YEN could appreciate??
Read Answer Asked by Rick on October 05, 2018