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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: 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
Q: This is a similar question to Craig’s question on August 8, regarding several mawer funds
I have held the above funds for a few years, and they are all positive still
Do you see underperformace of these funds in the past five years and if so would you advise replacing them with an ETF?
can you recommend etf replacements in Canadian dollar
Much appreciated
Read Answer Asked by Indra on August 12, 2024
Q: I have a sizeable amount of my Retirement savings invested in Mawer Global Balanced fund and have been a big fan of Mawer over past years. YTD this fund as well as many other Mawer funds have underperformed their benchmarks. A 3rd Party Advisor suggested over the Long run I would do better to avoid the fees and utilize either VBAL or XGRO on a Passive basis thus avoiding Management fees and the eventual underperformance of Fund Picking vs Passive investing.

What do you think of Mawers underperformance recently and which strategy would best serve the needs of a moderate knowledge investor to maximize Performance?
Read Answer Asked by Craig on August 08, 2024
Q: Where would I look to find yearly historical AUM numbers for ETFs and Mutual funds traded in Canada? Thanks
Read Answer Asked by Raymond on June 28, 2024
Q: I hold ZQQ for tech exposure. It has grown 33.8% over the last year. I've noticed that RBF619, a Life Science and Technology fund, has grown 39.9% over the same period even with a much higher MER - 0.94% vs 0.39%. I assume this is due to the life science component in RBF619, including high performing stocks like Lilly. Would you switch ZQQ to RBF619 or are there other alternatives that provide a better tech return than ZQQ.
Read Answer Asked by Ken on June 11, 2024
Q: What do you think of AIM1517 for international exposure?

I have a couple of mutual funds left in my RRSP that I bought YEARS ago. I’m trying to decide if I should keep them or replace them with an ETF(s)? I currently hold XEC and XEF for international exposure. Is it worth keeping AIM1517 for international exposure, it’s 60%+ US stock so not sure how international it really is. Would something like XEC and XEF make more sense and provide better overall results? Is there a better ETF(s) I should be looking at for that goal?
Read Answer Asked by Raymond on June 11, 2024
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