Q: Interest rate anxiety seems to be sweeping the markets again. Refresh my memory about what sectors are likely to be hurt worst in this silliness. I would have thought reits, utilities and telcom but it was consumer staples that got hammered today while the telcos did fine.
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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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iShares Core MSCI All Country World ex Canada Index ETF (XAW $50.69)
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iShares Core MSCI EAFE IMI Index ETF (XEF $46.68)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $44.75)
Q: Hello,
I am looking to get some exposure in emerging markets. I currently own only Canadian and US equity. I am looking into ETFs, more specifically; XAW, XEF, VEE, amongst others. I'm looking to invest moderate to long term.
Doing you have a preference amongst those, or other suggestions? Secondly, do you think the timing is right, especially with respects to China? And finally, which countries/continents would you have a preference for?
Thank you
I am looking to get some exposure in emerging markets. I currently own only Canadian and US equity. I am looking into ETFs, more specifically; XAW, XEF, VEE, amongst others. I'm looking to invest moderate to long term.
Doing you have a preference amongst those, or other suggestions? Secondly, do you think the timing is right, especially with respects to China? And finally, which countries/continents would you have a preference for?
Thank you
Q: What do you think of XSB as a short term hold, six months or less? Bonds generally do well, relatively, in the summer.
Q: Hi,
Thanks for the tip of TMXMONEY to identify the sectors. It turns out I had miss-classified 3 of my stocks (SJ, IPL and ECI). I'm now questioning my weightings. I currently have the following:
Cons. Cyclical 11.9%
Cons. Defensive 0.0%
Financials 17.1%
Healthcare 3.6%
Energy 14.7%
Precious Metals 13.9%
Real Estate 0.0%
Industrials 9.2%
Utilities 0.0%
Technology 24.5%
Materials 4.6%
Communication 0.0%
I'm ok with some risk, which is probably evident from above. My precious metals may be a little high due to the recent bounce in this sector.
Based on the current market environment, do you see these weighting as appropriate? Are there any particular red flags that you see?
Thanks, Ian
Thanks for the tip of TMXMONEY to identify the sectors. It turns out I had miss-classified 3 of my stocks (SJ, IPL and ECI). I'm now questioning my weightings. I currently have the following:
Cons. Cyclical 11.9%
Cons. Defensive 0.0%
Financials 17.1%
Healthcare 3.6%
Energy 14.7%
Precious Metals 13.9%
Real Estate 0.0%
Industrials 9.2%
Utilities 0.0%
Technology 24.5%
Materials 4.6%
Communication 0.0%
I'm ok with some risk, which is probably evident from above. My precious metals may be a little high due to the recent bounce in this sector.
Based on the current market environment, do you see these weighting as appropriate? Are there any particular red flags that you see?
Thanks, Ian
Q: For international exposure, I have some ZDM in my portfolio but should I be worried enough about BREXIT to dump it?
Q: It seems to me, based on market action and even the number of related questions here, that there is an expectation that the oil industry (and mining in general) is soon going to make a comeback and people are antsy to jump back in. Being old enough to have seen other cycles, and from what I read about world inventories and production, I really don't believe we're going back to boom level revenues again until the supply and demand sides cross again going in opposite directions. And this usually takes years, not months, or quarters. Do you think this dynamic currently exists, and is it holding back prices of other companies with money 'waiting in the wings' for an oil recovery?
Q: I read a recent review in Morningstar and this sounded rather appealing. It would be held in a rrif as a conservative large cap hold. As the gurus seem to feel the C$ has gotten ahead of itself would it be a reasonable purchase time, although that probably matters less than the low fee. (Schwab US Dividend Equity)
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.88)
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BMO Covered Call Canadian Banks ETF (ZWB $25.18)
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BMO Laddered Preferred Share Index ETF (ZPR $12.49)
Q: I own ZWB. When interest rates rise, I suspect that individual high quality rate reset preferreds will have a greater increase in price than ZWB. What do you think? If you agree, please provide the name of a few rate resets with the 5 year renewing base rate. Thanks.
Q: I'm glad you agree with my conclusion of XRE vs US REITS. The heart of my question was on VNQ (my apology for messing up the symbol) and if not VNQ what can you recommend as a suitable US REIT ETF?
Q: With the Canadian Dollar getting stronger is it time to pull out of my US stock and bring the money home. My portfolio is 50/50 CDN to US
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BMO Global Infrastructure Index ETF (ZGI $58.29)
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BMO Equal Weight Industrials Index ETF (ZIN $52.87)
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iShares S&P/TSX Capped Materials Index ETF (XMA $44.01)
Q: Of the two ETf's as listed above would you comment on the timing and prospects for these ETF's in the current economic environment with both the US and Canadian governments emphasis on infrastructure spending. With thanks, Bill
XMA and VAW
XMA and VAW
Q: BMO EQUAL WEIGHT US BKS INDEX ETF symbol ZBK. What are your thoughts on this ETF? I currently own this ETF .
Dolores
Dolores
Q: Hi,
XHY has increased just over 10% over the last 2 months and seems to be continuing its positive growth. Do you see this continuing?
XHY has increased just over 10% over the last 2 months and seems to be continuing its positive growth. Do you see this continuing?
Q: What do think of XCD - iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) as a way to gain some global diversification without currency risk? Do you think this sector will do well in the next 3-5 years?
Q: What is the differences between HVU and HUV? I'm bearish towards the markets and looking for something to buy for a short term holding period of 2-4 months as added insurance. Any other recommendations? Thanks
Q: What is your position on the price of oil and nat gas going forward?
Q: I have roughly 5% exposure to infrastructure, exclusively through WSP. I am comfortable with my position (my entry point is quite favourable), and do not wish to trim it. I have been making a concerted effort to consolidate the number of positions in my portfolio (aiming for roughly 30-40 in total) as I feel it makes it easier to make decisions on what to include, as well as when to enter and exit a position. My question is whether I should increase my exposure to this sector, either through STN or SNC, or if I should focus on improving exposure to other sectors. If I were to increase my exposure to infrastructure, I would only pick one position. Any comments would be greatly appreciated. Thank you very much.
Q: I haven t followed the market much in the last 3 months or so but i wonder what has really changed (growth story, oil output, china, somewhat rich valuation) and when i see the S&p500 almost at all time high i wonder about the risk / return in the next 12-24 months and i hesitate to add new money. Can you please comment on the macro picture at the present time and other related comments if any. Thank you.
Q: Can you please advise which ETF is better to hold when market sells off.
Below ETF has to be hold for one /two weeks or I can hold for long time. If below is not right one - Please recommend another ETF.
ETF: HVU OR HUV
Below ETF has to be hold for one /two weeks or I can hold for long time. If below is not right one - Please recommend another ETF.
ETF: HVU OR HUV
Q: Hello, Many Real estate investment trusts(e.g. IVR)and related ETFs (e.g. REM) distribute ~10 to 12% dividend. This appears very good but may be a high risk investment. What is your opinion about IVR REIT and REM etf?. Which one is better? or may be none?
Thanks
Thanks