Investment Q&A

Q: I'm looking for some Canadian ETF's that track base metals. Any suggestions?

Q: I have a large investment in VFV and would appreciate your opinion if I should sell my position in favor of VSP S&P 500 hedged? With thanks, Bill

Q: Hi 5i,

I'm looking for a couple of income ETf suggestions to complete my TFSA. I have 50% in laddered GIC's now the remaining 50% would be for the ETF's. I'm considering CDZ.
I look forward to your suggestions.

Q: Hi Team,

with the recent fed hike of 25 basis points can you please explain how this will affect short bonds and bonds in general.

Thank you

Q: If i own this in a tfsa will I have to pay tax on the interest?

Q: Hi Team Fab. I'm interested in US financials because of Trumps plans. How would you rank these.
Thanks.

Q: The fact sheet for Vanguard etf VIG and VCR mentioned the fund total net assets and the share class total net assets. What is the meaning of those terms?

For Vig the total net assets amount to $30.2B and the share class total net assets amount to $24.4B and for VCR those respective numbers are$2.5b and $2.3B.
What is the reason for the difference between the two number and why is it that the difference is larger for certain ETF?

Q: Hello. My 31 year-old son has been diligently saving for his future retirement, and has a combined portfolio of $80,000 (TFSA & RRSP). The money is mostly divided between Canada (45%) and USA (44%), with a small bit in the International market (11%). Under your advice last year, he sold his Canadian ETFs and bought some individual stocks. The result is amazingly better than the index, so THANK YOU!

Now, I'm wondering about his US portfolio. In the US part of the portfolio, he has several ETFs: VFV, VGG, ZLU, XSP - 42%, ZQQ- 18%, Health - XLV - 12%, and a remaining $10084 CAD cash (28%) that can be dedicated to US equities. What should he do with the money?

Alternatives: 1) increase his US ETFs. 2) buy individual stocks. 3) wait until the dip...
What should be the strategy for this portfolio? I'm interested in buying GOOG for him for a long term hold, but the price is too high for such a small portfolio. Any thoughts or suggestions? Thank you!

Q: Good Afternoon: I am thinking of increasing my exposure to the materials sector (principally North America but am open to international) and would like to do so through an etf. I already have an approx. 7% exposure to energy (mostly Cdn.) and less than 1% each to gold and materials. Would you please recommend an etf that you believe to be a good option for me here. Thanks.

Q: I would like to invest n the US healthcare and have been recommended to invest in TMO but since this Would be the only stock in the healthcare that I would invest in I think it might be better to invest in a healthcare ETF and have found IXJ and IHI and wonder if better to invest in an ETF or ok just to invest in one US healthcare stock? If an ETF which one would you prefer?

Thanks

Q: I have the above mentioned stocks and receive dividends.How would they perform if interest rates were to rise.Is there a comparable ETF that would be better. I am up approx. 12% on both.Should I just keep them.

Q: Should I classify ROBO as part of my US holdings or International holdings? Thanks.

Q: What are your thoughts on holding this etf as a long term hold?
Thanks again.

Q: Hello Peter, Like most of us, are concern about the effect of the coming rate increases. How safe will the above preferred shares be, would you consider them as good choices for income and safety? Also, can you suggest equivalents in the Canadian market? Many thanks for your valued advise, J.A. P. Burlington

Q: Hi Peter and Team,

Could you please give me your thoughts on preferred shares in general given the current interest rate environment and the pending rate hike by BOC in about a week's time. Please also provide some names of ETFs of preferred stocks in both Canadian and US denominations.

Cheers,
Harry

Q: Would you prefer the hedged or unhedged versions of these ETFs for a RRIF?

Q: If I were to replace ZRE with 5 or 6 REITS what would you suggest? Keeping in mind rates look like they will start to move up. This would be my REITS exposure in a diversified income portfolio.

Q: Wondering if you have an opinion on an etf - HBF, a mix of top brand name companies. If so - do you think their high dividend is sustainable? Thanks so much.

Q: I currently hold ZRE for income. If I were to replace it with 4-5 individual REITS, which ones should I pick, in addition to CSH.UN? Would ZRE or the portfolio of individual REITS be more appropriate for a long-term hold with equal consideration to distribution yield and safety of the distribution? Thank you.

Q: I currently hold both these ETFs, VEF seems to be a better return, would you recommend one over the other, and if so why?