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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: Following up on Maureen's question about regional allocation - if you looked at Canada 40% US 35% Europe 15% and Emerging Markets 10% could you give me some suggestions as to which ETF's you might suggest I look at to achieve such a distribution.
Thanks,Terry
Read Answer Asked by Terry on January 18, 2019
Q: I have the following ETFs in my 3 registered accounts. A while back, I read something about US withholding taxes in registered accounts, which had me concerned that I’m not being smart about which accounts I should be putting my ETFs in. Can you please advise?

RRSP:
SPY
XAW.TO
VXUS

RESP:
CDZ.TO
VGG.TO

TFSA:
VAB.TO
VXC.TO
Read Answer Asked by Eric on January 17, 2019
Q: please provide mi with best options of Canadian ETFs to mirror above US ETFs :QQQ, SPY, SSO ,that I can put them into my Canadian TFSA .
Thanks for great service
Andrew
Read Answer Asked by Andrzej on January 17, 2019
Q: Regarding the question on equal weighting, you say that a better case can be made in Canada than in the US for it. One of the reasons that I would probably go for equal weighting in the US rather than market weighting is the high preponderance of FAANG stocks in say, VOO. if they go down en masse , which as you say they haven<t recently, you have problems.
Read Answer Asked by joseph on January 16, 2019
Q: My target allocation to Financials is 15%. Within that group, I would like your advice on the following selection and allocation: TD-25%; CME - 8%; SIVB - 8%; MFC - 8%; BAM - 16%; BX - 16%; FSZ - 12%; XLF - 6% [or another bank].
This grouping is intended to provide both overall yield and growth; accepting some volatility. What would, in your view, be a reasonable target return for such a grouping? Please advise on target percent allocation to the sector. Which ones would you recommend and what alternatives would you prefer?.
Read Answer Asked by sam on January 16, 2019
Q: Hello
Is there a low volatility ETF traded in US similar to BMO's ZLU?
It is my understanding that if the Canadian dollar appreciates against the US dollar the increase in value of the ZLU will be eroded. Am I right on this?
Thank you for your ongoing assistance
Read Answer Asked by Terry on January 16, 2019
Q: Good morning 5i,
I want an etf to cover the US market in an easy to manage way. Given that objective, which of the above etf's would you choose and why? I noted in an earlier question that Vanguard had switched from VOO to VTI for its own pension plans, I presume because of the wider market: large caps, medium caps and small. Then we have RSP, which is similar to VOO but weighted differently. Once again, thanks for the great service
Read Answer Asked by joseph on January 16, 2019
Q: Good Evening
I have the ETF RBOT in my TFSA account and it is down 27%. I will appreciate your comments whether to hold it, sell it or average down.
Thank you as always.
Read Answer Asked by Terry on January 15, 2019
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