Investment Q&A

Q: I read an article about company spinoffs in cdn moneysaver. Do you know of any ticker symbols for ETFs on CDN or US markets that cover these new companies? thank you. mike

Q: If I had to trim back my equity portion of investment to bond/cash, what ETFs would be good? Right now I'm 100% equity based.

Q: Good day team, I'm looking for a good dividend paying etf that I can contribute to weekly in a tfsa. Ideally I'm seeking a canadian focused eft so I dont have to pay withholding taxes.
Additionally (deduct credits as you see fit), how do you feel about NFI at this moment? I'm thinking about taking a position.
Cheers

Q: Hi,

I own both these funds. Both are held in a TFSA, and I am looking for "total return". I was thinking of selling one and adding to the other.

1. Is there a lot of overlap between the 2 ETF's? (I noticed on some trading days, they sometimes have a negative co-relation).

2. If you were sell one and add to the other, which would you sell? Or would you simply keep both "as is".

Thanks,

Craig

Q: My grandson is 21, he has just opened a TD trading account. He will have $12000 to invest now . And he expects to contribute about Seven to two thousand this year. Can you recommend two or three investments to start with. Thank you . Chuck

Q: Hi,
Watching China lately and wondering if it might be a good time to start a position in a related ETF such as those mentioned above. Are these good choices, or are there better ones out there? I believe ASHR is an index sort of ETF, whereas the KWEB is focused on the internet? Maybe there are other, better ETF's? I don't fully understand fundamentals, nor can I suggest I've anything but a rudimentary sort of grasp on the world economic situation - that's your department! I just see some technical signals that might infer these are improving. Looking forward to your comments and as always, much appreciate all your hard work!
Thanks,
Dawn

Q: What would you consider good alternatives to XTR (iShares diversified monthly income ETF) that Do Not use return of capital in their distributions?

Thank You
Frank

Q: Is there a Canadian ETF with a focus on Spain?

Q: Hi what is your outlook regarding base metals such as Copper, Lead, Nickel, and Zinc?

Q: Hi, Would these two funds be too correlated to each other, or too much overlap to hold for at least five years, thanks?

Q: Hi Team,
Can you explain why HMMJ have yield (10% approx), as I understand HMMJ is Pot ETF and I don't see any Pot stocks have yield yet. And HMMJ at entry-point ?
Thanks as Always,
Tak

Q: Hi
I am looking at purchasing a consumer discretionary type stock or ETF. Why would you recommend each one of the above and in which order? Thanks

Q: Hi
I am looking to add a bond etf to my portfolio. I am looking for something with a reasonable yield, that is defensive with some possible growth opportunities. Could you recommend the one that fits that those criterion or if you have a better choice, I would appreciate it. Thanks

Q: Working on the fixed income portion of my portfolio, thinking of the above plus IYLD all at 4.24% except ZAG at 6.36%.
Retired and looking for income, do I need to increase, decrease or eliminate any, or add something better?
Would all of these be best in RRSP?

Q: Hi there, is the John Bogle Vanguard approach to investing a good one? I believe Buffett has a similar approach. Is a 2 US ETF equity portfolio good enough to get growth and global exposure, since many US companies operate on a global scale? Would a 50/50 split between ZQQ and VUN or a split between ZQQ and VFV be better? Can I go 100% into VUN/VFV? Are there better ETFs or is there a better approach to this? Thank you!

Q: I would appreciate your help in simplifying my RRIF fixed income portfolio. I am retired at 73, with about 55/45 equity/income split.primary aim is income and capital preservation. I hold positions in zag 10%, xsh 9%, clf 5%, pmif 5%, tlt 5%, xlb 3%, Xhy 2.5%, srln 2.5%, rbf 1340 4%, mdl240 23% and (sadly) preferreds HPR 3% vrp (US) 1.5% .the rest is cash type investments. I would like to switch the canadian PFD to all US: switch xlb for more TLT. I am gradually decreasing mdl240 which has to be withdrawn overtime for another more flexible short duration ETF. Keeping either xhy or srln which ever you feel would improve the porfolio. I would appreciate your thoughts of these etfs, and percentage allotments to them If there are better choices please share your insight. Please use the number of credits appropriate. Thanks very much Tom

Q: I understand that dividends on US-listed ETFs that hold US stocks, if held in a taxable account, are taxed as interest income. Would the same hold for individual US stocks?
Thank you
jerry

Q: A recent article in The Economist ("Why everybody is concerned about corporate-bond liquidity - Investors expect to find sellers at all times, but dealers lack capacity to buy") predicted that the corporate bond market may be headed for trouble and a lot of BBB rated bonds may become junk. I own VSC ETF which contains about 33% BBB.
Looking at the daily VSC quotes I notice that "bid lots" have been vastly outnumbered by "ask lots" every time I have checked for the last few weeks. Is this a sign that the prices of corporate bonds (and corporate bond ETFs) are due for a drop?

Q: I presume distributions are taxed as income from these funds. Are there any other tax items with these ETF's, such as Return Of Capital?

Q: How does one invest in the Chinese stock market and high tech in particular? I am not looking for a general index fund but a fund with active management that investigates and only invests in hiqh quality growth and dividend stocks in China and with a proven track record.