Q: I know you recommend this for around $240 is $272 not a horrible entry price? Thanks again for your great service this service truly pays for itself year after year.
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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.
- BMO International Dividend ETF (ZDI)
- BMO MSCI Emerging Markets Index ETF (ZEM)
- Vanguard FTSE Emerging Markets ETF (VWO)
- Xinyuan Real Estate Co Ltd American Depositary Shares (XIN)
Q: For non-NA coverage I own ZDI, ZEM,XIN, and VWO. Do any other ETF's need to be added or do I have the world covered? Thanks Ron
- iShares Canadian Value Index ETF (XCV)
- CI Morningstar Canada Value Index ETF (FXM)
- Vanguard Global Value Factor ETF (VVL)
- iShares MSCI EAFE Value ETF (EFV)
- ISHARES TRUST (IUSV)
- Vanguard Value ETF (VTV)
Q: Can you recommend some Value ETFs for Canada, US and International. Ideally looking for ETFs with reasonable MERs.
Thanks!
Thanks!
- ROBO Global Robotics and Automation Index ETF (ROBO)
- GLOBAL X FDS (BOTZ)
- iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
- Vicarious Surgical Inc. Class A (RBOT)
- GLOBAL X FDS (AIQ)
Q: I would like your suggestion on an ETF for AI. I currently hold ROBO and it has done quite well. Consequently, I am looking at THNQ as well as BOTZ, IRBO and RBOT. Of these mentioned which would be your preference. Do you have any other suggestions? Thank you
Stella
Stella
- Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV)
- Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX)
- Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX)
Q: Just noticed that management fee of HDIV is 0.65, but MER is 2.39. Management fee for HMAX and UMAX is 0.65, but MERs are unstated presumably because it's early days. Do you expect that the MERs of HMAX and UMAX will be over 2%?
Q: Is this decent holding for the next 5 years as it is starting to move up? I have held it for 4.5 years and am down 16% but well up on non-taxable distribution. Thanks, James
- BMO Canadian Dividend ETF (ZDV)
- iShares Canadian Select Dividend Index ETF (XDV)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- Vanguard Canadian Aggregate Bond Index ETF (VAB)
- iShares Core U.S. Aggregate Bond ETF (AGG)
Q: I've had it with my entire pack of pref shares ( individual and ETF) and am ready to punt the lot. I'd like to replace them all with a bond ETF or even a diversified Canadian equity ETF that pays dividends. Your suggestions are most appreciated. Thanks
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- AbbVie Inc. (ABBV)
- Eli Lilly and Company (LLY)
- Health Care Select Sector SPDR (XLV)
- Vanguard Health Care ETF (VHT)
- iShares U.S. Healthcare ETF (IYH)
Q: Pls ahare your favorite health stocks or ETFs. I am looking for growth - medium risk. Thanks
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- Eli Lilly and Company (LLY)
- Vanguard Health Care ETF (VHT)
- iShares U.S. Healthcare ETF (IYH)
Q: Would advise your top picks in Us health care stocks or STFs with moderate risk. Yhanks
- Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV)
- Brompton Enhanced Multi-Asset Income ETF (BMAX)
Q: I noticed that the MER of " funds of funds" ( covered call funds here )was always high,around 2.5%,compared to simple covered call funds from the same Cies ( around 0.8%).Could you explain this difference,is it then justified?
Q: As per your recent guidance, with interest rates plateauing, ZRE seems to be bottoming. What would be your opinion re moving some money from VFV, and putting it in ZRE. VFV has done very well and is scheduled to do well in the future. Do you recommend this kind of movement of fixed income from one group to another. Thanking you for the great guidance you have always provided.
Q: PJAN— Innovator U.S. Equity Power Buffer ETF (not in your data base). This ETF sounds fascinating. The fund sheet demonstrates the manager’s fondness for complex word choices and I am not sure that I understood the fund info. Would you be good enough please to explain the ETF’s strategy and tactics?
Is this a security *you* would buy and in what market conditions? Your reasoning with a bit of substance would be very valuable. Thank you.
Is this a security *you* would buy and in what market conditions? Your reasoning with a bit of substance would be very valuable. Thank you.
Q: Hi,
Can you tell me more about this ETF? Their annual dividend is 10.295% as per tmx money and looking at their holdings are solid dividend paying blue chip companies.Since June 2021 their dividends are increasing. Is this worth investing for income and is dividend safe?
Appreciate your thoughts.
Thanks, Sunday
Can you tell me more about this ETF? Their annual dividend is 10.295% as per tmx money and looking at their holdings are solid dividend paying blue chip companies.Since June 2021 their dividends are increasing. Is this worth investing for income and is dividend safe?
Appreciate your thoughts.
Thanks, Sunday
Q: In my quest to find the perfect ETF I'm looking at HMAX , 14.74% dividend paid monthly. Safe Canadian financials, I ask you what's wrong with it?
Q: For our current market conditions what Canadian listed bond ETFs would you choose for the bond portion of a diversified portfolio?
Thank you.
Thank you.
- Vanguard FTSE Developed Europe All Cap Index ETF (VE)
- Global X Europe 50 Index Corporate Class ETF (HXX)
Q: Morning, could I have your favored Canadian ETFS that focus on Europe. Criteria: safety of capital with some growth. Thanks for your service.
- iShares Russell 2000 Growth ETF (IWO)
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- S&P 500 ETF TRUST ETF (SPY)
- INVESCO QQQ Trust (QQQ)
- Vanguard FTSE Developed Markets ETF (VEA)
Q: I am looking to transfer money from my sons RESP into a TFSA. He is working a lot with ample overtime and likely won't require the money to cover tuition etc.. Could you please suggest some Canadian and/or U.S. etfs that would provide a well rounded portfolio to start him on his investing journey.
- iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
- iShares Core Canadian Universe Bond Index ETF (XBB)
- iShares Core Canadian Long Term Bond Index ETF (XLB)
- iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
- iShares 20+ Year Treasury Bond ETF (TLT)
Q: Good morning,
With bond rates moving higher can you suggest your top 3 bond etf's to gain exposure at a low cost. Would holding these in a registered or cash account be best? As always thank you for your time
With bond rates moving higher can you suggest your top 3 bond etf's to gain exposure at a low cost. Would holding these in a registered or cash account be best? As always thank you for your time
Q: would ZFM and/or IEI bond etf be a good addition to balanced portfolio as substitute or addition to broad based bond etf ?
Q: I am down significantly on these ETF's, down 17% with distribution included on ZPR with it representing 3.6% of my portfolio and down 7% on ZLI or 0.8% with distribution with ZLI representing 3.1% of the portfolio. These were added prior to the rising interest rate environment with the desire for income. Given the unit price have declined so significantly on ZPR (24%), would it be a good move to average down on this ETF in this interest rate sensitive environment? At least the ZPR is mainly held outside registered accounts so the significant capital loss could be used to offset other gains if I was to sell? What would you do with these funds at this point? Hold, Sell, Average down or...?