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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: For a retired person that wants to preserve their capital, what do you think about
RBC series A mutual fund RBF 209?

Read Answer Asked by Bill on October 05, 2020
Q: Can I have your opinion on this etf. Has done well since the March sell off, but long term not so much. Has many of your growth favorites. Was there a recent change in management or strategy to explain this uptick.
Thanks Peter
Read Answer Asked by Peter on October 05, 2020
Q: Good day
If I wanted to purchase ETFs instead of Mawer funds what would be the equivalent ETFs in Canada or the US
Thanks
Read Answer Asked by Indra on October 01, 2020
Q: First, I wanted to thank you for your Canadian portfolio suggestions, especially for the balanced and growth ones. I've been very lucky on timing, still I am extremely happy with the service, advices and the gains this year. On another note, I am looking to allocate 10%-15% of my locked-in RSP in either an international or global well managed portfolio composed of small cap and/or mid cap stocks. Looking for intelligent high risk. I have a long time horizon (I am 30 years old). I would prefer actively managed or an ETF you strongly believe in, diversified and with a strong track record. I had MAW150 in mind, but when I look at the top 10 positions individually... They are pretty much all at their all time high and I'm not sure if they have a lot more room for growth ahead this year or next year factoring all the risk that remains. I know it's almost impossible to time the market, but if I can dodge a speculative correction like there was for tech this week, I would be more than happy. All that said, which one(s) would you recommend considering the most for September 2020 based on your expertise.
Thank you again.
Read Answer Asked by Michael on September 14, 2020
Q: Hi team

I have held this for years, not going anywhere, lost some money

would you say that Europe could do better next year ?
or the Brexit and the Cov-19 is making the economic prediction worse in
the next 12-24 months ?
I could replace it with one of the Mawer International funds which I have
thanks
Michael
Read Answer Asked by Michael on September 09, 2020
Q: Greetings to all:
On August 21 , Paulettte asked a question about 1801. My question is
what is difficult about duplicating a fund that only returns 3.36% over
5 years, or do you mean that Global growth and income funds overall
are difficult to duplicate? I have a friend who is trying to put me into some Edgepoint and after reviewing most of their returns I can't see
that as you say about 1801 that any of them are a must own. I think
Mawer has a better lineup of funds. Please explain what you meant about 1801, and give your opinion of my assessment of their funds.
Thanks,
BEN.
Read Answer Asked by BEN on September 09, 2020
Q: I have some US GIC's that have matured and my advisor at RBC is recommending the RBC US Short-term Corporate Bond Fund as interest rates have declined so much for GIC's.
Would you consider this to be a good move or is there something else I should be considering.
Read Answer Asked by shirley on September 04, 2020
Q: Hello. I purchased from TD shares in EDGE80. EDGPT GL GWS and INCM-F (hope this makes sense).I bought in Oct 2019 (poor timing) but I am underwhelmed by the performance. Do you have an opinion on this fund?
Read Answer Asked by Margot on August 31, 2020
Q: I want some information on Liquid Alternative funds. I believe they would add diversification to my portfolio of stocks and bonds. I would consider 10% weighing as they are more risky. What mutual funds or ETFs would be suitable to invest in this category for a DIY investor (through a discount broker ) ? I would be looking for consistent performance and good track record.
Read Answer Asked by ZIM on August 28, 2020
Q: July 10 2019 you gave the following opinion on EDG100
"We are generally not huge fans of mutual funds for their higher fees, but EDG100 is an exception that has consistently justified the higher fees through its performance. We would be fine keeping it."
1) Just wondering what your thoughts are on this mutual fund today and are the high fee still justified by it performance?
2) What alternative that operate in the same space would you suggest looking into?
Read Answer Asked by Paul on August 17, 2020
Q: Hi 5i - I recently sold the last of my mutual funds, Capital Group Global Balanced. Can you suggest alternative investments that provide similar total returns and provide international (non-US) exposure? Thanks.
Read Answer Asked by Martha on August 11, 2020
Q: Can you recommend a well regarded Precious Metals mutual fund that has a US$ version? Thank you
Read Answer Asked by Martin on July 30, 2020
Q: Could you please suggest a replacement for these mutual funds. I have been told these funds have a high MER and I should investigate other options. A switch to ETF's may be an option too.
Read Answer Asked by Terry on July 29, 2020
Q: Are you aware of any funds comparable to this US fund available to US investors only but not Canadian investors. Its very focused with the top 10 positions accounting for 60% of the fund with CSU being one of the positions and the results are very impressive with a very low turnover. Mawer seems somewhat similar but not as focused.
Read Answer Asked by blake on July 09, 2020
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