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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: Could you please give your opinion on ZMID and RBF617 - which would you prefer over the next 5 years. Also, with the Canadian / US $ exchange rate currently being where it is, would this be a good time to use the hedged version of the above or do you prefer the unhedged versions?

Thank you so much!!
Read Answer Asked by Barbara on December 10, 2024
Q: Can you provide a synopsis of the above (recently inherited) funds? Are either of these funds pure equity? Would you consider them to be worth keeping or is there an ETF or two that will likely allow for better returns?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on December 10, 2024
Q: How do you fell about HXQ in a 15+ year RESP?
I have held RBF619 (Science and Technology for 15 years and it has done wonders but it has the fees. Any other ETF's ? ZSP? XIC? OR would you be comfortable with just BN?
Read Answer Asked by Paul on December 03, 2024
Q: I am looking at TD index funds for a youngish person with no interest in investing. TDB655 is listed as currency neutral, the other as currency diversified. What is the difference and which is the most conservative? ( I don't know what either actually means)

Thanks
Read Answer Asked by M.S. on December 03, 2024
Q: This fund is part of an employer-sponsored account. It has been steadily decreasing since early October given (I assume) the bond market’s attempts to price in new uncertainties over the past few weeks. I thought this bond component would reduce volatility but perhaps not (?). I have 5-7 years to go until the money is needed. If it’s going to lose value or underperform I would prefer to sell it now and put my faith elsewhere. It is 10% of my total portfolio. My question: What would YOU do in this situation?
Read Answer Asked by Trevor on November 26, 2024
Q: I am holding all of the above in my portfolio, along with some equity etfs and a few individual stocks. In seeing your comments on BMO 95290 fund, wondering if i should replace all of these etfs with the BMO fund ? Also, if i should allocate anything to CBO or CVD for diversification.
Thanks! I appreciate your quick and thorough responses!
Read Answer Asked by Tom on November 18, 2024
Q: Can I have your opinion on this mutual fund. I understand no many funds offer exposure to structure notes.
I have done well with my initial investment and am thinking to increase the position.
What is the risk level?
Thank you
Read Answer Asked by Marcela on November 14, 2024
Q: I have read many times in the past that it was not a good idea to buy mutual funds late in the year. Probably because of taxable distributions. Would you agree with this?
Read Answer Asked by Denise on November 04, 2024
Q: I'm not sure if you will provide information and/or are comfortable commenting on Fidelty Investment ETFs. I have taken a cursory look at this particular fund. I am looking for something comparable that can generate a similar or better yield (4.01%) while enjoying a conservative capital gains opportunity.

Thanks for all you do

gm
Read Answer Asked by Gord on October 02, 2024
Q: Can you please provide your opinion on what happens to floating rate funds as interest rates drop? Do you get a similar appreciation of the bonds with lower rates. I notice this fund is short duration so curious on your thoughts. YTD up 7% so a reasonable return but noticed in the short term with steeper drops it doesnt seem to perform as well.

Curious if a better play would be a longer duration fixed income fund?
Read Answer Asked by David on August 30, 2024
Q: Hello,

My RRSP funds are with TD Strategic management balanced portfolio, MER is about 1.8%, it does not look like it is doing good. What are your thoughts about TD Strategic management balanced portfolio, and will self-manage option be better to save 1.8%
Read Answer Asked by Manjit on August 23, 2024
Q: Can you compare the three and why you would prefer one over the other? And also for a retired income dependant investor how much would you consider to allocate in a portfolio? Tks Larry
Read Answer Asked by Larry on August 16, 2024
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