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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: What etf (or more than one) do you like to cover the broad Canadian market? There are so many, and they are so overweight in financials and resources. I would be most interested in one that has a lot of holdings, but welcome your opinion/advice if you think a smaller holding is more appropriate. This is for a non-registered account, so tax-deductible investment ideas are welcome.
Read Answer Asked by Elizabeth on January 20, 2017
Q: I asked this question several hours ago but did not get a response.I don't know if you respond the same day...so I am asking again. I have a non-registered account and would like to buy an eTF that is Canadian in content, to reap possible tax benefits. Can you recommend one that holds many stocks. There are so many - it is really hard to pick the one that holds the most stocks representative of all sectors. Or do you feel an S&P/TSX EFT holding just 60 is the way to go? Thank you.
Read Answer Asked by Elizabeth on January 20, 2017
Q: WANTED TO BUY THESE ETF'S NOW. DO YOU THINK THEY ARE GOOD TO BUY
NOw? WOULD YOU RECOMMEND JUST GOOD COMPANIES INSTEAD.
THANKYOU.
PAULINE
Read Answer Asked by Pauline on January 19, 2017
Q: I am curious about the yield on HEP. It is around 9% currently. I understand how selling calls can generate nice yields (and the trade off can be in price appreciation) but I am wondering how one would try and understand the consistency of this yield moving forward? Put another way, what kind of yield can one reasonably expect over the course of say 2 to 5 years? And do you have information regarding the avg. yield in previous years? Thank-you for your help.
Read Answer Asked by Alex on January 19, 2017
Q: We I currently own vfv in my husbands Rrsp account and have done quite well. Since he has now retired we are slowly repositioning his portfolio from income / growth to more income with safety we are thinking of selling vfv and purchasing a covered call etf that would still provide exposure to the us market. Do you think this is a wise decision,and if so what do you think of the Bmo Zwh? And which one would you purchase at this time-ZWH or ZWH.u? Are there other consideration we should be thinking about? Thank you
Maggie
Read Answer Asked by Maggie on January 18, 2017
Q: Hello,

Over the past several years I have put together an adhoc portfolio with the following allocation:

ZEO (oil) %4
GIB.A %36
GILD %11
VOO %27
VSP %9
VIG %13

My goal overall is to build a long term growth portfolio (25-30 years) with some stocks mixed in. Any recommendations on how or if I should re-balance this? In your opinion is there anything I should move away from or that may be missing from this portfolio that I should add for long term growth? (ex. emerging markets or a global equity market index ETF).

If so, you could please provide a couple I should consider? I have a lump sum that I plan to contribute to the portfolio over the next 60 days.

Thank-you very much in advance!
Ryan
Read Answer Asked by Ryan on January 18, 2017
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