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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 Peter & Team,
Would this be a good portfolio of Mawer Funds for a time frame of at least 15 years, or is there something I am missing or could be improved upon.
Thanks for your input
Ivan
Read Answer Asked by Ivan on March 14, 2018
Q: I bought some high flyers ... Now that I have made some quick cash on paper , I am concerned that I might lose if the market decides to go south. Do you have any feelings about these , or do you feel it is "safer" to play the ( broader ) Nasdaq rather than the tech sector as I am doing. Any thoughts are appreciated . I already own all of the Tech Giants , and they have done well too ( except for QCOM grrrrr) .
Read Answer Asked by Thomas on March 14, 2018
Q: Hi gents and Happy Friday,
You will see from the list below my exposure to Europe is mainly through ZWE and DRG.UN with PPL Corp being one of my riskier stocks which also has major Britain exposure. All together its a small, around 5%, portion of my portfolio. I belive Europe is offering good value but am having difficult finding other decent ways to invest there- especially given that through TD Waterhouse I cannot invest direclty in Eurpean Exchanges without much hassle.

Can you offer 1) some guidance on other potential equities/dividend stocks I could pick up on the other side of the pond that perhaps you have in your portfolios here that I am just not aware are European?, 2) any other companies you are watching with interest not in your current portfolios? Lastly, are you sensing Europe is looking like a good investing ground especially since US is getting so expensive?

If I asked any questions in the wrong way, please forgive me. I am learning and open to any and all correction.

These are my other positions below in case I am not seeing that I have more European exposure than perhaps I think I do.

Thanks for the work you do. I did search for other threads on Europe and did not find any, hence the ask. If I missed them please direct me to the pages.


ENT AMC US AMC ENTERTAINMENT HLDG-A
FIN ZWE CA BMO EUR HI DIV CC HDG ETF
FIN ZWB CA BMO COVRD CALL CDN BK ETF
ENERG BXE CA BELLATRIX EXPLORATION-NEW
ENERG CPG CA CRESCENT POINT ENGY CORP
FIN RY CA ROYAL BANK OF CANADA
FIN TF CA TIMBERCREEK FINANCIAL CRP
FIN TD CA TORONTO DOMINION BANK
FIN CM US CDN IMPERIAL BK COMMERCE
FIN CIM US CHIMERA INVT CORP-NEW
TECH FB US FACEBOOK INC CL-A
FIN MFA US MFA FINANCIAL INC
REAL NRZ US NEW RESIDENTIAL INVT-NEW
COMM VZ US VERIZON COMMUNICATIONS
ENT BCE CA BCE INC
MINING CCO CA CAMECO CORP
REAL DRG.UN CA DREAM GLB RL EST INVT T/U
MINING PSK CA PRAIRIESKY ROYALTY LTD
Read Answer Asked by Derek on March 13, 2018
Q: I currently hold this Bond Fund. I'm looking to add a bit more fixed income. This fund is well below NAV right now, has declined about 2.8% in the last year (most of this in the last month or 2), but has a nice yield of close to 6%. I am up on the year by 3% which seems fine to me, considering savings accounts pay .05% these days. Should I add to this one or are there others that might grow a bit in this environment? It seems most of them are well below NAV at the moment. Thank you!
Read Answer Asked by John on March 12, 2018
Q: I currently hold CDZ and VGG in my RRSP. I am looking to add a similar product with more international exposure. Are there any Canadian listed ETFs that focus on European, International, and/or Emerging Market dividend growers?

Thanks!
Read Answer Asked by EVAN on March 12, 2018
Q: I would appreciate insight as to when international bonds should be considered as part of the fixed income portfolio, as presently my fixed income is largely Canadian (VAB) and US (VCSH, VGIT). I have an interest in having non-Canadian exposure to balance the risks to the Canadian economy posed by NAFTA changes and high Canadian household debts which could present the possibility of a lower CAD. The number of developed market international bond ETFs seem to be limited. Is there value as a portfolio stabilizer in being invested in a fund such as BNDX-Q to gain international government bond exposure, and are there better options to investigate?
Read Answer Asked by Jeffrey on March 09, 2018