Investment Q&A

Q: Your opinion please of this new Global X ETF.

Q: I have a incorporated small business with some excess cash. I am taking out a small amount every year but the bulk will not be needed in the next ten years. No new cash will be added. I was thinking of investing half in EIT.UN and half in ZSP, but both are near all time highs. I would also be fine holding a handful of individual stocks. Would you have some suggestions? Thanks!

Q: I have a 3% weighting in USD RRSP account, would their be a better bond play/recommendation than this for capital appreciation in USD?

Q: Hi Peter,
US Central Bank finally starting to cut interest rate; however, several days last week and today, the yield for 2 years to 10 years treasuries are moving up. What is the reason behind this disconnect? Also, if my aim to purchase bonds is to maximize my capital gain resulting from interest rate cuts, is it better to invest in Target date bond index ETF like RQS, rather than buying an open end bond ETF like XBB? My understanding is that if I hold my Target date bond index ETF till maturity, my capital gain would not be diluted vs constant bond renewals in a typical bond ETF like XBB. Thanks.

Q: I'm looking at buying DWLD Davis Select Worldwide ETF. On the TD site, I'm looking at a price of 38.03 with a bid/ask of 37.63/38.62.

On the Itrade site, it's also got a price of 38.03 but a bid/ask of 38.01/38.15. How can these two sites have such wildly different information for the same ETF and how do I price a bid when I don't have a clue what others are bidding? I did refresh both sites several times over about 20 minutes but neither changed much.

Also, what do you think of this ETF?

Q: I have 3 , 1year old grandchildren starting with 1000 each and 100 a month where should I put money in resp thanks

Q: Which would YOU add if choosing? Any other to consider? My current health sector holdings are WELL, IBB, IHI. Past forays into healthcare have been disasters, e.g. ltc reits, medical cannabis and GUD. So quite cautious.

Q: Would both these 2 ETF fall under Financial services? I have 25% holding in this sector and need to reduce and wonder which ETF would you sell to bring down the weight. Both are 5% weight in my RRSP account. I have also some other financial stocks in a non registered account but reluctant to sell as this would would create a capital gain and I have no loss to offset the gain with.

Thanks

Q: Good morning- for a thirty year old looking to build a US ETF portfolio, which ones would you suggest. He already has a full position in VOO and a smaller one in IWO. Also, can you suggest a couple of international ETF's, say for all Asia ( with and without China) and for Europe, to round out a preponderance of US ETF's.

Thanks

Q: My portfolio analytics says to increase health care holdings. For a 3-5 year hold what are your top 3 companies or etfs to have. Not too risky but with growth in mind.
thxs Michele

Q: Why is the price of XBB going down now, since interest rates have come down?

Q: Could you compare the cumulative returns between BTCC and BTCY for the past 2 years or so. I know a yielding product would typically return less over time with an appreciating underlying asset, but I'm wondering what the comparison is assuming one reinvested dividends?

Also, could you also suggest what bitcoin etf in Canada has the lowest fees or the best one to use for a long term hold?

Thanks very much

Q: On September 24 you answered a questions in which the person asked about a RRSP but in your answer you mentioned RESP so not sure if the answer is for a RRSP or RESP but would IWO or IUSG be better for a RESP. Money is not needed for 10 years.

Thanks

Q: Is Oxford Square Capital worth consideration as an income stock? Are there other similar firms that are, perhaps, better currently positioned?
Thanks for your insights!
David

Q: What is your current view on Euronet Worldwide?
Thanks Hugh

Q: Can you recommend a hedged ETF that follows the S&P 500, but not with the Magnificent 7 having a lot of weight, as I feel these are overbought? I really like ZUE but it has too much Magnificent 7. Looking for 10% appreciation first year including both capital appreciation and dividends.

Q: In my TFSA I hold full positions in BNS and BCE to primarily generate income Want to boost the yield by adding HHL as a medium risk play. Does this make sense to you? Other suggestions for higher yield and medium risk?

Q: Hi,

Do you think that the Growth Portfolio is poised to outperform the balanced portfolio moving forward? You've mentioned in other threads that small caps have underperformed in the past 5 years; is that compared to large caps, or is that compared to an index?

Also, when comparing both portfolios to American ETFs such as VFV, they both seem to underperform. Which portfolio would you recommend for a long-term 40-year hold in a TFSA to maximize returns? Or would you recommend a different investment into an American fund to maximize returns over that same time horizon?

I like the strategy of investing in small-cap stocks for higher growth but also don't want to disregard the balanced portfolio if you believe that small-caps will continue to underperform moving forward.

Looking forward to hearing your thoughts

Q: Up to what % would you be comfortable holding this XHC? I currently have a 5% and thinking of increasing this to 7% as I have no other exposure to the health sector.

Thanks

Q: I need to expand my international exposure and would be holding the ETF in a non-registered account.

What are your top 2 international ETFs (ex-north america?).
What do you think of VIU?

Thanks
(Note I tried sending this in previously but not sure it went through so resubmitting)