Investment Q&A

Q: Greetings, I've always had a bit of a difficult time understanding bond ETF's or more specifically how they may be expected to react to economic events. Some observers interpreted recent comments from the BOC as perhaps indicating they may not be as opposed to a rate hike as they have been for the last 7 years. If rates were hiked even a little in Canada, I assume bond ETF's would react somehow. Does it depend on the nature of the holdings? Or is the underlying reason for the rate hike more important? Could a bond ETF ever respond neutrally (or even positively)? I think I understand how an individual bond reacts, and how if I held it to maturity it really wouldn't matter, but I am thinking specifically of ETF's like VAB and CLF. I would really appreciate your thoughts,
Thanks

Q: PSI.US is an ETF in the U.S. semiconductor industry.

I recently made the mistake of loading up on two of its better performing stocks, NVDA and LRCX.

Do you like PSI.US?

Thanks Peter,
Don

Q: Your thoughts on this etf : SKYY
Thank you.
P.

Q: Hi I looking for a long short fund and option short for down protection. I like Purpose and own some funds but I have had good returns with others as well. Your opinion is always appreciated! Thx, James

Q: I'm holding only ZRE in my TFSA for simplicity and ease, value is approximately $62k. It costs me .62%, wondering if I can buy 8-12 REITS equal weight directly (saving the MER), and have the same or better results as ZRE. Your thoughts and recommendations. I like the simplicity of ZRE, but dislike paying the MER if I can avoid it.

Q: I want to play the European financial sector in an ETF(s) that is(are) currency neutral. What would you suggest?
Thanks, Hugh

Q: Hello team,
I hold positions in VIG, VE ZQQ and CDZ. The ETF portfolio reads "trim 4% VIG/IWO and initiate VGT/XLY, 2.5% VE and 1% CDZ. Should I add to XQQ instead of initiating VGT?

Q: I realize you are not big fans of covered call strategies however if an investor is in a situation whereby they want the income only and do not care allot about the underlying growth in the ETF, is there something really negative about these funds that I am missing? Would an investor end up paying more tax compared to a straight forward dividend ETF?

Q: Given current markets, if you had $100,000 to invest in 5-7 ETFs that sought modest growth and income, what funds would you suggest? Thanks.

Q: Hello, can I please get your thoughts on First Trust Senior Loan ETF (FSL) for income and security of capital.

Thanks!

Q: I have held DIS for about 3 years and have a gain of 30% but it has not done much lately and seems to be range bound and having problems in its ESPN division. I'm thinking of switching to QQC to get some exposure to US Tech and hopefully more growth. What is your opinion of this move?

Q: I am just getting started (complete newb). I listened to the Building wealth interview podcasts. I would like to invest ~$20k now, via TFSA, then perhaps invest a monthly sum (say $1k). With a commission fee of $10 per trade, how would you recommend approaching this? Would you buy 20 different holdings of one of your model portfolios at ~$1000 each? What would you do with the monthly sum? (I was thinking the income portfolio since I may need to redraw the funds in ~5 years to buyout a business partner).

I feel this question should already have an answer somewhere but I can't find it - perhaps you could link the answer?

Q: Good morning, I am interested in companies/ETF's that have fresh water as their major theme. Please could you offer a few names?
Thanks
Rick

Q: I am interested in investing Europe ETF. Can you please advise which one is best to own in your view. Currently, I hold only Emerging VEE ETF at 3% holding. What would you suggest maximum allocation in Emerging and Europe ETF?

Q: Hey guys,
I am wondering what you think about the clean energy sector? Is it a good time to be investing here? I work in the oil industry so I wonder would this be a smart way to hedge against my job for the future. I've been thinking of playing this sector with ICLN, the iShares Global Clean Energy ETF.

What do you think?
thanks

Q: Hello,

Can you suggest an etf or stock suggestion to capture the global increase in defence and security spending. Also Trump is pushing hard on G7 countries to increase defence budgets. A lot of money could be flowing towards that sector. Also are these increases already priced in? Thanks. Shyam

Q: I'm looking for international exposure with more weighting on consumer staples rather than financials, since we have a lot here in Canada already. The best I can find is "ZLI" from BMO. When I look at the holdings, I recognize very little, and am concerned about the quality of those companies. Sure, an ETF is transparent, but if I have no way to "measure" the quality of the holdings, is this transparency useful? Can you help me out with this? Thank you.

Q: Is there a etf with the major communication stocks in it,Bce,Rogers etc ?

Q: Hi, 8n your opinion how would XHY do in a major market correction, say minimum fifteen percent, in other words, how risky is it?

Q: Hello I need to add foreign markets to to my portfolio. I was looking for an Etf in either Canadian or US funds. I was looking for one to mainly target India. One or more that that has more exposure to Japan and Korea. As well as one that's overall balanced that I will put a larger weighting in. If you fell there's a better way about doing this please produced your thoughts.

Regards

Richard