Investment Q&A

Q: Good morning Peter and Team, In your answer to Rod, isn't CUD another "equivalent" to VIG:US and VGG that trades in US stocks? Its one-year chart shows better performance than the two Vanguard ETFs cited.

Thanks as always.

Q: Hello, is their a US ETF which focuses on dividend growth like CDZ does? Either in CAD or which can be bought in USD accounts.
Thank you!

Q: The ETF ZEQ has a yield of 2.09%. If I understand, there are withholding taxes of 15% on foreign dividends. Is this included in that yield of 2.09%? If not, then what I get in my account is 1.77%?

Q: BDJ: Blackrock Enhanced Equity Dividend Trust
What is your opinion of this fund for retirement income? What are the risks? The yield is 7.25% and pays monthly. I read an article that said it's currently selling at a discount.

Q: Hello Peter, I am looking for some bonds to add to my portfolio, I would appreciate your ranking the above for me. Also, your opinion of how would they react to upcoming interest rate increases. Perhaps can suggest a better choice. Many thanks, J.A.P. Burlington

Q: Can you please give me your comments on the ETF

Thanks

Q: Hi Ryan and Peter,
My question is of a general nature and concerns a problem many seniors are having with portfolio construction. I'm 70 years old, have a defined benefit pension which, along with my wife's defined plan, covers our monthly commitments. We are underinvested in the fixed income part of our portfolio but because of the lack of returns on bonds and GIC'S, are hesitant to commit a large portion of our savings to this sector.
As with many seniors who have their monthly expenses covered by pensions, we need guidance as to what percentage of our funds should be in fixed income. What percentage do you think is appropriate and could you suggest a few specific investments.
If you believe, as I do, we would be better off investing in Canadian Blue Chip companies that offer relatively safe growing dividends, could you suggest several such companies.

Thank you in advance for your much appreciated guidance.

Q: What do you think about replacing a combination of VGH and ZQQ with a single holding in ZUQ--you gotta love the sound of "high quality". thanks Gary

Q: In addition to 19 specific U.S equities in my portfolio, I would appreciate your opinion on the following which I also own, including comments on any apparent duplication, and suggested additions.
BBH; FEZ; 1WO; SCTY; KRE; XLK; XLF. Thank You.

Q: Can I hold VUN in my TFSA without tax implications or do I need to hold it in my non registered account?

Q: Could you suggest a Canadian dollar hedged US high dividend, covered call ETF or combination of ETFs to replace ZWH. Thanks.

Q: Hi- which CDN $ non hedged European equity ETF's would you recommend and what are there total expense rations and yields. Would you recommend buying before or after the Brexit vote?
Thanks.

Q: Is it time to add to XBM (global Base Metals Index ETF)?
Thank you

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