Investment Q&A

Q: I've been considering a 3-ETF portfolio composed of the following.
35% CDZ
45% ZWH
25% ZWE
Comments please.

Q: I am looking to invest about $200K (non registered) for a minimum of 5 years into a moderate growth couch potato type portfolio. I am 5 years from retirement. I am considering the following portfolio and would like to know if you would agree with these ETFs and distribution.
XIC or VCN 25%, VUN 25%, XEF 20%, XEC 5%, VAB 15%, CBO 10%

Q: Do CDZ and HXT etfs together constitute reasonable Canadian equity diversification, or are there serious overlaps or omissions? Thank you

Q: Hello i asked an earlier questin about an etf for the u.s. Market and you replied with vun. I didn't specify, however that i was looking for an unhedged version. Would the corresponding unhedged version be VTI? I sent a version of this question in earlier but i fear it has got lost. Thanks for the great information!

Q: Hi Folks
With jitters in Europe regarding Brexit, would this be a good time to initiate a position in ZWE. Yield is close to 8%. How secure do you consider the dividend?
Thanks again
Guy R.

Q: Is the etf VE okay in my cash savings (taxable) account? There is no more room in my TFSA.
Based on my research, the inception date for FEZ is Oct 15, 2002. The inception date for VE is June 30, 2014. Loblaws became buyable on the stock market January 18, 1956. What is the similar date for GUD? From, Patti.

Q: If Brexit happens, I suspect ETFs like FEZ and EZU will take quite a hit (they already are). If that happens do you think these 2 would be good to pick up at bargain rates? Are there other ones you would prefer?

thanks,
Paul

Q: This is a follow up to your responses on these Bond funds (XSB CBO). Which would you prefer, and why? CBOs market value seems to erode over time versus XSB. Is this a concern?

Q: Your thoughts about ETF : BXF ( 1-5 y Ladder Gov Strip Bond)
Is it worth it to add in a portfolio instead or with CBO ?
Thank you.
P.

Q: I have some cash parked to build a house and am wondering if I should keep this as cash or invest these in bonds to get some interest. If the latter, what do you think of 50% in XSB and 50% in XGB?

Q: I have some US $ sitting in my RRSP account which I am looking to invest. Preservation of capital is important and I am looking into this preferred share etf. Your thoughts please.

Q: I have made some good gains on XCS(24%) and XIC (10.5%) from the market runup from January. Thanks to your article about small caps stocks from last year. Now I am wondering if I should take the gains, wait for a sell off and buy in again. With most of my stocks I never time the market and its all buy and hold but with XCS and perhaps XIC I am considering taking profits. Or mayble I should just take profits from XCS..Note that the holdings are in a registerd account so tax is not an issue. Your opinion is most valued. cheers, Shyam

Q: Your opinion for this stock is appreciated.Thanks.Ebrahim

Q: Sorry, I should have clarified in my previous question, that I was looking for a Dow etf on the U.S. exchange as I want to purchase it in usd. Can you recommend one?

Since I currently only own IWO i thought the Dow would add a bit more stability and income than an s and p etf. Is this a good strategy?

Q: If Harry Dent is right and we are in for a few years of deflation, which Canadian stocks/ETF's do you recommend to see us through it?

Q: Hola amigos. Is there an index fund, ETF or mutual fund that I can buy to invest in Mexico?

Q: Can you please recomend a good DOw etf?

Q: I have some money that I will be putting into an RESP for my children: while it is roughly 0.5%-0.75% of my actual total investment portfolio, I would prefer to avoid more volatile companies in this particular account. I do have a long time horizon (about 6 years before I start to have any demand for the money), but have been burnt before in this particular portfolio by trying to "hit a home run" with an investment play, and am looking for slow, steady growth.

I have listed three companies above, with ATD.B as my first pick as I only have roughly a 2% overall exposure (between all of my collective accounts) to the Consumer Staples group (I assume that ATD.B would be under Staples rather than Discretionary). If you would recommend something else in this space, or another sector, rather than the companies I have mentioned, I would be most grateful for the suggestion. In any event, I look forward to your thoughts. Thanks so much!

Q: I am considering buying VAW Vanquard Materials on the premise that material stocks should do well with upcoming infrastructure spending both in Canada & the US. Would you agree and if so, would there be an Canadian ETF you would prefer or another US ETF? With thanks, Bill

Q: Much has been made of the emergence of "fintech" as an emerging sector with substantial upside. Can you recommend an ETF that covers this area....or absent that, a few recommended specific companies

Clay