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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: Most of my fixed income part of portfolio is invested in TDB8152. Would you recommend any other fixed income product that will be better suited (stability and income). I have looked into TBIL, UCSH and STIP.
Read Answer Asked by Numa on February 14, 2025
Q: I am looking to invest in these 4 names for my father after he sold his house. He is 92 so I would like something as 'risk-free' as possible, just income needed. Thinking 100k for each, just wondering about any risks involved aside from interest rate risk and inflation risk.
Thanks!
Scott
Read Answer Asked by scott on February 11, 2025
Q: What are your thoughts on market-linked GICs as opposed to traditional fixed rate GICs?

Thanks
Read Answer Asked by Tara on February 03, 2025
Q: Hi group want to park some $ in high interest saving account I have 2 question's )

- How is the return calculated ( as an example PSA pays out dividend monthly monthly does that mean if i cash out in the middle of the month that i do not get a pro rated amount based on my balance. Could you explain how that works. is it a daily calculation payable at the end of the month or what.

- if i buy a US high interest account would that be a benefit for a higher return compared to buying a high interest Cad saving acct.

- could you provide some actual comparisons using real returns and currency numbers


thanks for your help with this.
Read Answer Asked by Terence on February 03, 2025
Q: I have a lot of cash and am planning to trim some tech stocks.
I have no ETF.s or bonds in my portfolio. Can you recommend some safe and growth bonds.
Read Answer Asked by Margita Elisabet on January 28, 2025
Q: Hello,

Considering selling a combination of XBB, XLB, and ZMP and purchasing some CAP REIT. Would you see this as a good move? Or hold the bond ETFs? Looking for a longer term hold.

Thanks!
Read Answer Asked by Satish on January 28, 2025
Q: Trading volume is good. Yield is similar to other cash savings etf but this has an advantage when held in a taxable account because it does not pay distributions. However it is trading for approx 1.5% premium. If there was no premium, I would buy it for a 9 month hold but the premium is more than half the yield I can expect for 9 months. Am I right that in my situation, pick another cash savings etf? To pay a premium is not a good idea for a cash etf no matter how good it is? What do you think? Thank you!
Read Answer Asked by Tony on January 27, 2025
Q: I'm looking for an ETF in the US Markets for a US Dollar Money Market Fund or equivalent with low fees. Could you recommend one or two very reputable ones?

Broadly, I came into some US dollars, and before I invest them, I'd like to put them into treasury equivalents for security until I invest into the broader market.
Read Answer Asked by Ian on January 27, 2025