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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: Do you know of any Consumer Discretionary ETF's that trade on the TSX?
Read Answer Asked by David C. on December 06, 2024
Q: I am looking at hedged ETF's and specifically VSP. I was interested to see how well the ETF tracked the index and found that over a 5 year time frame - it underperformed by about 11%. (Total return for VSP is 81.0% and SPX is 93.33% - The Vanguard US ETF - VOO tracks SPX almost exactly.)

I am assuming that this underperformance is because the hedging strategy is not perfect?? .......or does the 11% difference represent the cost of hedging?? Also - would other hedged ETF's have similar comparisons??
Thanks
Read Answer Asked by Gary on December 05, 2024
Q: Hello, thank you for your answer on the VGAB ETF. VGAB has about 50% of its holdings in the US, can you recommend CAN$ bond ETFs with 100% holdings in the US? Thanks.
Read Answer Asked by Martin on December 05, 2024
Q: Hi 5i,

For a US ETF in a non-registered account, would it be more tax efficient to hold HXS because it doesn't pay a distribution, versus ZSP which does? Would you recommend ZSP over HXS for any particular reason?

Thanks
Read Answer Asked by Tara on December 05, 2024
Q: With the outlook for small caps promising, what ETFs would you recommend...Canadian and US.
Thanks
Read Answer Asked by Michael on December 05, 2024
Q: I am thinking of selling torment industries at a 10%
Loss and Brookfield infrastructure lp to generate
Money to buy ZMID:CA
I agave current 35% of my investments in u.s.
The balance in Canada this would increase my exposure to the u.s. market to 40%
Can I have your thoughts on this move
Thank you
Read Answer Asked by Sam on December 05, 2024
Q: Hello, I plan to rebalance my portfolio in the new year, increasing my bond component in my reg accounts. I already have Canadian individual bonds in my RSP, so I was looking at VGAB for diversification, but when I compare it to XBB, it underperformed XBB for every period in the last 5 years. What do you think of VGAB and should I just keep it simple and use XBB instead? Thanks
Read Answer Asked by Martin on December 05, 2024
Q: Seeing that the outlook for small caps is more positive what would be your choice for Canadian and US ETFs in this area? Thank you.
Read Answer Asked by Michael on December 05, 2024
Q: These appear to both be treasury etfs. One is in CAD the other in USD, but the difference in price is insignificant? I am assuming these are treasury bills. What am I missing here? Are these stable etfs or should I stay away from them?
Read Answer Asked by john on December 04, 2024
Q: Hello,

I am a 65 year old retiree. I am considered an Alpha-Balanced investor according to Portfolio Analytics.

I need to simplify my portfolio in order to make it easier for my wife to manage as we get older. I like the idea of having all in one ETF's. Based on my Alpha Balanced risk tolerance which all in one ETF's would you recommend investing in for the long term? What percentage of overall portfolio would you invest in each all in one ETF? I realize you don't want to see more than 20% in each one but that would require at least 5 all in one ETF's? I was hoping for fewer.

Thanks for your help.
Read Answer Asked by Mauro on December 04, 2024
Q: Hello Team,
Could you comment on ZWEN please. Thinking about parking $ for 1-2 years, wile collecting 9%. What is the downside in the current environment? Can you recommend something else if this is not a good idea.
Thanks!
Read Answer Asked by Issaku on December 04, 2024
Q: I am deciding on whether to sell this ETF. It has done very poorly over the past 3 years. It is sitting in my RRSP so I can't get a capital loss which I can use for the future. What would be a better ETF to replace this with? Does IEMG have some future upside?

Thanks for your assistance.
Read Answer Asked by Mauro on December 04, 2024
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