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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: These covered call, leveraged ETFs seem to be very popular right now. Fees seem to be high in general on these funds, 2-2.5%. Horizon just introduced a suite of ETFs including the above 2 which I am interested in. They are funds of their own funds and usually products like this waive the management fee of the underlying fund. Do you know if this is the case for these 2?
I’m hoping Horizons large scale will allow them to keep their fees under control.
Read Answer Asked by Bruce on July 20, 2023
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
Read Answer Asked by Ronald on July 20, 2023
Q: Can you recommend some Value ETFs for Canada, US and International. Ideally looking for ETFs with reasonable MERs.
Thanks!
Read Answer Asked by Grant on July 19, 2023
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
Read Answer Asked by Stella on July 19, 2023
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%?
Read Answer Asked by Roderick on July 19, 2023
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
Read Answer Asked by alex on July 18, 2023
Q: Pls ahare your favorite health stocks or ETFs. I am looking for growth - medium risk. Thanks
Read Answer Asked by gary on July 18, 2023
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.
Read Answer Asked by Vinod on July 18, 2023
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.
Read Answer Asked by Adam on July 17, 2023
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
Read Answer Asked by sunday on July 17, 2023
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