Q: should i buy VFV or SPY? Long term buy in RRSP account, should i accept the FX fee and buy SPY or just buy VFV?
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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: Am doing due diligence on this ETF ( resulting from an earlier question today) , with the possibility of buying for my TFSA where I hold my more growth oriented stocks.
I notice the provider ( PACER ) also has CAFG described as having “ the highest cash free MARGIN “ while CALF has “ the highest cash free YIELD “, both with the SP small cap 600 index. What is the difference between these two ETF’S and do you prefer one over the other for a growth TFSA ? Also could you give some colour as to the SP small cap 600 ?
Thanks. Derek.
I notice the provider ( PACER ) also has CAFG described as having “ the highest cash free MARGIN “ while CALF has “ the highest cash free YIELD “, both with the SP small cap 600 index. What is the difference between these two ETF’S and do you prefer one over the other for a growth TFSA ? Also could you give some colour as to the SP small cap 600 ?
Thanks. Derek.
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- iShares MSCI Emerging Markets ex China ETF (EMXC)
Q: VEE has not done much in my portfolio over the years and as a result its weighting in portfolio has dropped. I would like to add to my emerging markets exposure but I am hesitant to invest in china with the growing tensions in the south China seas. Is there a liquid ETF that will give me the exposure I desire without the China risk.
- Chevron Corporation (CVX)
- Phillips 66 (PSX)
- Exxon Mobil Corporation (XOM)
- BMO Equal Weight Oil & Gas Index ETF (ZEO)
- Global X S&P/TSX Capped Energy Index Corporate Class ETF (HXE)
- iShares S&P/TSX Capped Energy Index ETF (XEG)
Q: Hi,
In your answer to Jerry today (11-01-24) you had mentioned that you prefer ETFs like XEG and ZEO for the O&G sector play. Thank you.
If I want to avoid MERs and willing to put together a group of large/mid cap oil companies (not Gas) what companies would you recommend? About 5 to 8 names would be fine.
Also, why doesn't HXE as an ETF get the "love and respect" not only from you but from others in the financial media? Is there something inherently wrong with HXE?
Appreciate your response.
Mano
In your answer to Jerry today (11-01-24) you had mentioned that you prefer ETFs like XEG and ZEO for the O&G sector play. Thank you.
If I want to avoid MERs and willing to put together a group of large/mid cap oil companies (not Gas) what companies would you recommend? About 5 to 8 names would be fine.
Also, why doesn't HXE as an ETF get the "love and respect" not only from you but from others in the financial media? Is there something inherently wrong with HXE?
Appreciate your response.
Mano
Q: U.UN has had a pretty good climb in the last 3 months and has an 83% increase over the last year. Do you see this continuing and is it a good time to add to my small position?
Q: Your thoughts on the S&P 500 over the next few quarters? Is the risk/reward in favor of stepping into both spy:us and spgp:us in equal proportion's. Or continue to collect 5% from money markets for a couple of quarters. Is the P/E for the spy and sogp all ready pricing in the profits for the year? Would you prefer spgp over spy or would you have other considerations? It looks like spgp has been outperforming spy.
Thanks
Brian
Thanks
Brian
Q: What are your thoughts on the Biotech ETC here? I have heard the argument that biotech is very beaten down, and that lowering of interest rates tends to booster the sector quite a bit, especially once IPOs begin to happen again.
- Vanguard Dividend Appreciation FTF (VIG)
- SPDR Dividend ETF (SDY)
- Vanguard High Dividend Yield Indx ETF (VYM)
- Schwab US Dividend Equity ETF (SCHD)
Q: Searching for a stable high dividend US ETF for my RRSP. Looking at VYM and SCHD or perhaps you can recommend a different high dividend ETF? VYM has 450 holdings and SCHD 104; VYM appears to have a bit lower P/B and P/E. 10 year return for SCHD is 11.03% and 9.38% for VYM; SCHD also has a higher yield. Thanks for your comments!
- Regeneron Pharmaceuticals Inc. (REGN)
- Eli Lilly and Company (LLY)
- iShares Russell 1000 Growth ETF (IWF)
- Vanguard Growth ETF (VUG)
- First Trust NASDAQ-100 Equal Weighted Index Fund (QQEW)
Q: Can you suggest some growth ETFs (not necessarily healthcare ) which hold Eli and or REGN please?
- iShares Russell 2000 ETF (IWM)
- iShares Core S&P Small-Cap ETF (IJR)
- iShares Russell 2000 Value ETF (IWN)
Q: I want to add a US small cap ETF and am looking at IJR, IWM and IWN. I recognize that all small caps bring higher risk, but can you please rank these 3 ETFs, with the ETF with the best quality stocks first, ie. rank in terms of lowest risk to highest risk. Does IJR generally hold stocks with higher market caps?
Thanks!
Thanks!
Q: Hello
I guess you knew someone was going to ask this. Of the new 11 spot bitcoin US ETFs newly approved, which three have the lowest MERs and what would your three favorites be and why if you have any?
Thanks
jeff
I guess you knew someone was going to ask this. Of the new 11 spot bitcoin US ETFs newly approved, which three have the lowest MERs and what would your three favorites be and why if you have any?
Thanks
jeff
Q: Happy New year to you and your staff !!! A brand new year, a brand new challenge. It would seem that small caps are the cheapest part of the market these days. Would something like CALF be a good way to take advantage of the small cap market without the obvious risk of picking individual winners in this space ?
- BMO Equal Weight Oil & Gas Index ETF (ZEO)
- Global X Crude Oil ETF (HUC)
- iShares S&P/TSX Capped Energy Index ETF (XEG)
Q: Another question regarding Martin Pelletier's Financial Post article about using oil to hedge against possible serious geopolitical events:
Would HUC work in this scenario? Please suggest at least three other Canadian-listed oil ETFs that could also work.
Thanks.
Would HUC work in this scenario? Please suggest at least three other Canadian-listed oil ETFs that could also work.
Thanks.
Q: Tax Q - Are distributions from a money market ETF like ZMMK taxed as income or dividends?
If it's income, are there any tax differences in picking the Canadian ZMMK vs BIL, which is a US name?
If it's income, are there any tax differences in picking the Canadian ZMMK vs BIL, which is a US name?
- BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH)
- Invesco NASDAQ 100 Index ETF (QQC)
- INVESCO QQQ Trust (QQQ)
- iShares U.S. Industrials ETF (IYJ)
Q: Would you have a recommendation to replace ZUH, which would have more growth, with the understanding that it would also be higher risk either a stock or an ETF?
Thanks for your service!
Thanks for your service!
Q: Hi, Can you please suggest the best way to invest in Russell2000. both Hedged and not.
Q: I took a position in ZRE, I also try to avoid office REITS and a to high proportion of retail REITS in the present market..I noticed that ZRE fact sheet shows 68% retail REITS,and no residential REIT in its sector allocation ! Among the 23 holdings, at least 9 appear to be residential REITS.Could you please indicate the "real percentage" of retail REITS and of residential REITS in this ETF.Are sector allocation % calculated from the number of REITS or by the cumulative NAV in each category?
Q: As per Martin Pelletier's article in the Financial section of this morning's National Post, I believe that oil (and/or oil & gas) will be a good hedge against general political and market turmoil this year. Would PDBC be a good alternative?
Q: I hold BRK.B and SPYV in a non-registered account and so far, BRK has had a much better gain than SPYV. Over the next 5 years, do you think SPYV or BRK.B will have the best total return? Is the high concentration of APPL in BRK.B a concern? Do you know where I can get an accurate list of BRK.Bs holdings?
Thanks!
Thanks!
Q: Is it too late to buy an artificial intelligence ETF? Considering one of AIQ, BOTZ or THINQ. Which would you chose and why? If you prefer another ETF or individual company, please provide your recommendation. Thank you for your great service.
Stella
Stella