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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: Hi, 60 year old investor. Wanted to get your thoughts on a portfolio consisting of about 11% each of zlb, xiu, wxm, zqq, zsp, zlu and ~ 33% zag. Won’t need the money for about 5 years. Thanks, Mike
Read Answer Asked by Michael on March 15, 2019
Q: Hello, curious as to your recommendations for my TFSA. I currently hold all stocks in my RRSP, and a mix of mutual funds and etfs in my TFSA. I will soon be making a new TFSA contribution and must decide between adding a new name or topping up existing holdings. Funds likely to be held for a few years. Current holdings, in equal parts are
ETF's RIT, XWD and ZQQ, mutual funds include Fidelity Far East and Canadian Growth.
Have thought of HMMJ as well as TDB 3098 as possibilities.
Your Thoughts Please and Thanks. Lavern
Read Answer Asked by Lavern on March 05, 2019
Q: In response to a question this morning regarding ZQQ, XQQ, and HXQ, you stated that the fees for HXQ are lower than the other two. Are the swap fees included in the overall fees? Do the swap fees cause a drag on the return of HXQ?
Thank you.
Read Answer Asked by Dennis on February 22, 2019
Q: which of the 3 ETF listed do you like the best? I am looking at buying the HXQ as it is not hedge but notice from reading the liquidity is not very good so if there was a problem would it hard to get out of this ETF if needed?
Thanks
Read Answer Asked on February 22, 2019
Q: I am holding 5% in XSP. VUN AND ZQQ ETF. I am planning to increase to 10% in each. Plus I hold FTEC and SKYY ETF 2% each. Planning to increase to 5%. DO you think there is overlap and is any ETF holding is to high. If it is too high what percentage do you think is appropriate.

Thanks for the great service
Hector
Read Answer Asked by Hector on November 20, 2018
Q: My portfolio lacks a serious commitment to technology although it is reasonably well balanced across the remaining sectors emphasizing a conservative income approach. To address the tech sector, I thought I would start easy, as it were, by investing in either ZQQ or XQQ. For an investor in his mid seventies, with a low comfort level in most things tech, that would appear to me to be the way to go. Appreciate your view.
Thank you.
Geoff
Read Answer Asked by Geoffrey on July 30, 2018
Q: What would you consider good weightings in a portfolio for the above ETF's? If you were building a fairly aggressive growth portfolio with these as your base what other ETF's would you suggest to get a start on diversifying a bit?
Read Answer Asked by Kyle on June 06, 2018
Q: I bought some high flyers ... Now that I have made some quick cash on paper , I am concerned that I might lose if the market decides to go south. Do you have any feelings about these , or do you feel it is "safer" to play the ( broader ) Nasdaq rather than the tech sector as I am doing. Any thoughts are appreciated . I already own all of the Tech Giants , and they have done well too ( except for QCOM grrrrr) .
Read Answer Asked by Thomas on March 14, 2018
Q: Hello. In a letter dated Feb 26, you stated that HXQ had a better growth potential than ZQQ. Why would that be as both etf’s follow the Nasdaq 100? In addition all funds that follow the same index should perform equally ( ignoring expenses) should they not?
Read Answer Asked by Valdis on February 27, 2018
Q: Hi there, I am a balanced equity investor with a tilt towards growth and have about a 20 - 30 year outlook. I currently own all Canadian equities in my portfolio and am thinking to add a 15% position in the broader market. For a balanced, growthy investor, which ETF listed on the TSX would be best? Or is there a better alternative you could suggest? Thank you!
Read Answer Asked by Michael on February 26, 2018
Q: Hello: I currently own ZQQ yield of .52% and ZUE yield of 1.5%. I find that HBF has a much higher yield of 7.1% and will basically mimic the first two etfs, would you agree? Is HBF a reliable etf, if yes should I invest new money into it or use it as a replacement for either one or both of the other two. I’m retired and I am after some growth but mainly income.
Thanks
Read Answer Asked by Valdis on February 08, 2018
Q: Good Afternoon, Curious as to your thoughts on starting a growth oriented TFSA with the following, and your alternative recommendations if any. Thanks
ZLB,XWD, TDB3098,TDB3099. About 20k to start which is why I have not chosen individual stocks.
Read Answer Asked by Lavern on January 30, 2018
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