Q: If I wanted to invest in a Base Metals etf which would you recommend?
Thanks
Thanks
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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.
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Purpose High Interest Savings Fund (PSA $50.03)
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Global X High Interest Savings ETF (CASH $50.00)
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Global X 0-3 Month T-Bill ETF (CBIL $50.04)
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High Interest Savings Account ETF (HISA)
Q: I am concerned about the height of the stock markets and am in the process of reducing my equity holdings. If there is a correction or bear market next year, then I would want to be able to invest again at some point.
With the cash that becomes available from the sale of equities, what would you recommend as an investment? I am looking for something that is extremely safe, can be sold at any time (which eliminates a GIC for consideration) and gives me a bit of yield/gain. Are there any ETFs which fit this bill?
Thank you for this wonderful service.
With the cash that becomes available from the sale of equities, what would you recommend as an investment? I am looking for something that is extremely safe, can be sold at any time (which eliminates a GIC for consideration) and gives me a bit of yield/gain. Are there any ETFs which fit this bill?
Thank you for this wonderful service.
Q: For short term treasuries in a USD RRSP, is VGSH a good choice, or are there better ?
Q: What are your thoughts on this one for a purchase now. Interested in the dividend but want capital protection as well. I don't mind if Dividend fluctuates but would like it above 6%. Would you be a buyer at this time ?
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JPMorgan Equity Premium Income ETF (JEPI $58.25)
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JPMorgan Nasdaq Equity Premium Income ETF (JEPQ $59.16)
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JPMorgan US Equity Premium Income Active ETF (JEPI $25.79)
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JPMorgan Nasdaq Equity Premium Income Active ETF (JEPQ $28.29)
Q: The US versions of these ETFs have high yields. I am selling some of my more volatile RRSP holdings and want to move the funds into ETFs that add stability and a return of 8-10% with dividend/growth. Are these ETF's considered relatively stable. and is there a point that they should be considered less stable, for example, if interest rates rise. The Cdn equiv show no dividend. Is there a reason for this?
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SPDR S&P 500 ETF Trust (SPY $694.07)
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INVESCO QQQ Trust (QQQ $626.65)
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Vanguard Total International Stock (VXUS $77.83)
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Vanguard FTSE All-World ex-US ETF (VEU $75.96)
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Berkshire Hathaway Inc. (BRK.B $499.10)
Q: My portfolio is now heavily weighted to the US.
Can you recommend an ETF or 2 that would compliment my existing investments?
Thanks
Mark
Can you recommend an ETF or 2 that would compliment my existing investments?
Thanks
Mark
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $41.51)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $62.51)
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CI Canada Quality Dividend Growth Index ETF (DGRC $48.75)
Q: I am nearing retirement and planning to rebalance my taxable portfolio towards Canadian dividend stocks and ETFs, so that I can live off CPP and eligible dividends in retirement. What are your favorite Canadian ETFs where all distributions are treated as eligible dividends? You recommended CDZ many times, is it still your favorite?
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BMO Covered Call Utilities ETF (ZWU $11.01)
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iShares S&P/TSX Capped Utilities Index ETF (XUT $31.89)
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Hydro One Limited (H $53.95)
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State Street Utilities Select Sector SPDR ETF (XLU $42.51)
Q: Planning to consolidate Utility sector in RIF. Current holdings include: ZWU, H, XUT, XLU. Which one would you keep ? Thank you
Q: What is the outlook for commodities? Is there a one-stop diversified commodity ETF in CAD or USD? If not can you suggest a small basket of ETFs that would cover this asset class? Thank-you.
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Global X S&P 500 Index Corporate Class ETF (HXS $100.04)
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Global X Intl Developed Markets Equity Index Corporate Class ETF (HXDM $61.09)
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Global X Emerging Markets Equity Index Corporate Class ETF (HXEM $50.21)
Q: This is a follow-up question to one I asked a few days ago regarding increasing Int’l exposure to my TFSA. Would the structure of the Global X Corporate class ETFs, eg. HXDM, HXS, HXEM, eliminate the drag of withholding taxes on the portfolio?
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Invesco S&P 500 Low Volatility ETF (SPLV $71.84)
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CI High Interest Savings ETF (CSAV $50.06)
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JPMorgan Ultra-Short Income ETF (JPST $50.63)
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Global X Cash Maximizer Corporate Class ETF (HSAV $116.88)
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Global X High Interest Savings ETF (CASH $50.00)
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BMO Money Market Fund (ZMMK $49.87)
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Global X 0-3 Month T-Bill ETF (CBIL $50.04)
Q: Looking to park cash for 2 to 3 years in a low volatility etf with a decent distribution. I am looking at above mentioned etf and would appreciate your analysis or do you have other recommendations? Thanx.
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BMO MSCI Emerging Markets Index ETF (ZEM $28.52)
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iShares Core MSCI EAFE IMI Index ETF (XEF $48.38)
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iShares Core S&P U.S. Total Market Index ETF (XUU $70.85)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.05)
Q: I’m wondering which type of account would be best for these ETFs. I assume they would not all be best in the same account. The choices of accounts would be personal taxable, RRSP, TFSA, and corporate.
Thanks.
Thanks.
Q: Which would you suggest is the better to hold for the long term ZWB or ZWK? Or should I hold both?
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iShares Core S&P 500 Index ETF (XUS $59.81)
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iShares Core S&P U.S. Total Market Index ETF (XUU $70.85)
Q: Which one do you prefer? Thanks
Q: You suggested VBAL as a good all in one ETF. Thank you for that.
You noted that “It covers the US, Canada and global equities, and also has 40% bond exposure”, which is great, except that I don’t want any bond exposures in the ETF. Do you have any alternatives without any fixed income included?
Thanks again.
You noted that “It covers the US, Canada and global equities, and also has 40% bond exposure”, which is great, except that I don’t want any bond exposures in the ETF. Do you have any alternatives without any fixed income included?
Thanks again.
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iShares Russell 2000 Growth ETF (IWO $342.38)
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iShares Core S&P Mid-Cap ETF (IJH $69.11)
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BMO S&P US Mid Cap Index ETF (ZMID $51.55)
Q: What are your 3 favourite U.S. small and mid cap etfs?
Philip
Philip
Q: Back in 2020, I started a position in ZUQ BMO US High Quality ETF. I still have a copy from your ETF & Mutual Fund Update from 2020/21 about your ETF Madness Contest. XAW was the winner and it narrowly beat ZUQ in the semi finals. In it you said, “Overall, we would be comfortable with ZUQ taking an average investor’s entire US equity portfolio.” ZUQ beat ZSP in 5 year returns according to BMO’s ETF Comparison Tool, ZUQ 17.7% average return vs ZSP 16.2% average return. I’m building my portfolio and soon will build up ZUQ to a 50% position. Do you still feel that this ETF would still make you comfortable at a 50% position in an average investor’s entire US portfolio?
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iShares Core MSCI All Country World ex Canada Index ETF (XAW $53.15)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $45.05)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.38)
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Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $76.67)
Q: I would like to add some Int’l diversification to my TFSA by way of a CAD listed ETF. Could you recommend a couple of ETFs that would exclude Canada? Also another option that would exclude Canada and USA? Priority would be growth and if possible tax efficiency.
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BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $71.85)
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iShares U.S. Medical Devices ETF (IHI $63.94)
Q: Would like to hear your opinion of 2 health care sector ETFs, IHI for medical devices, and ZUH for general health care. The IHI has outperformed the ZUH. Would you hold both, or sell the ZUH and put the proceeds into an increased position in IHI?
Q: Hello 5I, could you give me your view on owning ETF HHL given that the upcoming US administration is not supportive on vaccines and has little faith in scientific medical research? Thank You