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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi there - thanks for your reply. Just a follow up for clarification. You mentioned XEQT has exposure to fixed income which you noted as a reason for a better etf for long term hold, but I think both XEQT and XWD are approximately 100% in equities, with a different approach to geographical weighting. Does this change your recommendation of XEQT over XWD long term? Thank you!
Read Answer Asked by Michael on June 05, 2024
Q: Bloomberg article today summarized:

Forget the stock market or private credit. Fixed income will outstrip other asset classes after “a generational reset higher in bond yields,” according to Pacific Investment Management. “Active fixed income is positioned to perform well if there are no recessions over our secular horizon and to perform even better if there are,” Pimco’s Richard Clarida, Andrew Balls and Daniel Ivascyn wrote in an outlook released Tuesday. As prices climb and inflation recedes, they expect bonds will be even more attractive than cash.

Can you offer some guidance/thoughts on this? I’m a growth investor primarily in stocks, and not familiar with bonds.

Can we benefit from some torque? What would be your top ETF plays in this?
Read Answer Asked by Franc on June 05, 2024
Q: Hi there - between these 2 etfs, which would you consider the better buy hold forever etf? Is there a better buy a hold forever etf other than these 2?

Thanks!
Read Answer Asked by Michael on June 05, 2024
Q: Can you please recommend your favourite metal ETF for URANIUM, COPPER and GOLD.

Thanks for the great service
Read Answer Asked by Hector on June 04, 2024
Q: Good morning,

I was looking for somewhere to put my money for a short period of time and I heard about money market fund etfs and high intrest savings account etfs. I have a vague understanding of the two but would it be possible to get the pros and cons of each and when they preform differently and the worst case scenario (ie what a maximum loss would look like) for these two types of etfs?

Thank you very much,

Aidan
Read Answer Asked by Aidan on May 31, 2024
Q: This ETF was mentioned in an answer a few months ago. Its focus and objectives appealed to me. I purchased a position and then added. It has worked out well so far but as I am wont to do, I shot first and am now asking questions later.....
At present, the AUM is reported to be just over $1.1B (US); has this been growing much in the last year? And at that size, is there any small cap risk as would be the case with an equity? Last, does the fund use leverage, and if so, is it an amount that meaningfully adds risk?

Many thanks for your excellent service.
Read Answer Asked by Leonard on May 31, 2024
Q: Bond ETF's like XLB have performed poorly in the face of peak interest rates and pending Fed rate cuts. Could you offer some insight as to why there has been recent weak demand for US treasuries, whether you see that trend continuing in the near term and at what point bonds may become a rewarding investment?
Read Answer Asked by Curtis on May 30, 2024