Q: For some diversity on the US side of my portfolio, I added both ZLU and ZVU. It has now been roughly three years since I bought them and ZLU has averaged 12% including distributions while ZVU has averaged 1.5%. What do you think selling ZVU and adding to ZLU, or buying ZDY? The goal is to offset some of the volatility from my growthier US stocks which include many of the top names in the S&P 500 Index. Thank you.
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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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BMO US Dividend ETF (ZDY)
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iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD)
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Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH)
Q: Could you please give some recommendations for a Canadian listed U.S. dividend growers etf and what might be the best for a 2 to 3 year hold. Thank you
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BMO US Dividend ETF (ZDY)
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iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD)
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Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH)
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Dynamic Active U.S. Dividend ETF (DXU)
Q: Looking to add 1 of above etf to my tfsa for a 3 to 4 year hold would you please analyze and compare. Which would you recommend? Is there a tax implication to consider? Thank you.
Q: I hold both these ETFs in my RRIF and am thinking of combining them into one holding. Do you see much duplication between the 2?
thanks
thanks
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BMO US Dividend ETF (ZDY)
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iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD)
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Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH)
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Schwab US Dividend Equity ETF (SCHD)
Q: Is there a Canadian équivalent ETF ,or close to it,to this excellent sélection approach and choice of Cies like this US ETF?
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BMO Covered Call Utilities ETF (ZWU)
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BMO Low Volatility Canadian Equity ETF (ZLB)
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BMO US Dividend ETF (ZDY)
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BMO US High Dividend Covered Call ETF (ZWH)
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Global X Active Canadian Dividend ETF (HAL)
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CI Health Care Giants Covered Call ETF (FHI)
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Hamilton Enhanced Canadian Bank ETF (HCAL)
Q: I have the above ETF,s in my TFSA in roughly equal weights along with a number of stocks. Is there sugnifcat any over lap here? Where would add first or all equaly? I know your not a fan of covered call ETSs. Any suggested changes or additions?
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BMO US Dividend ETF (ZDY)
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BMO US High Dividend Covered Call ETF (ZWH)
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Global X Active Canadian Dividend ETF (HAL)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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iShares TIPS Bond ETF (TIP)
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iShares 0-5 Year TIPS Bond ETF (STIP)
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JPMorgan Equity Premium Income ETF (JEPI)
Q: As STIP and TIP have ceased to pay their previously excellent distributions, I have been looking for alternatives with similar distribution, diversification and volatility characteristics. XHY seems a valid choice; however, can you comment/provide alternatives? Thanks.
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BMO US Dividend ETF (ZDY)
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BMO US High Dividend Covered Call ETF (ZWH)
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Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH)
Q: Good Morning,
Would you rank ZWH as a buy in the current environment is there any comparable ETFs listed in CAD that perhaps have a smaller covered call overlay to allow more growth.
Would you rank ZWH as a buy in the current environment is there any comparable ETFs listed in CAD that perhaps have a smaller covered call overlay to allow more growth.
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BMO Covered Call Utilities ETF (ZWU)
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BMO Low Volatility Canadian Equity ETF (ZLB)
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BMO US Dividend ETF (ZDY)
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BMO US High Dividend Covered Call ETF (ZWH)
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Global X Active Canadian Dividend ETF (HAL)
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iShares S&P/TSX Capped Energy Index ETF (XEG)
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CI Health Care Giants Covered Call ETF (FHI)
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Hamilton Enhanced Canadian Bank ETF (HCAL)
Q: I have the above in my TFSA along with 5 individual stocks currently.
Any gapes or duplication in the ETFs, Should I just add to each equally with any new contributions to an approx 10-12 % weighting for all and thereafter considerate on individual stocks for more growth torque.
Any gapes or duplication in the ETFs, Should I just add to each equally with any new contributions to an approx 10-12 % weighting for all and thereafter considerate on individual stocks for more growth torque.
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Algonquin Power & Utilities Corp. (AQN)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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BMO Aggregate Bond Index ETF (ZAG)
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BMO Canadian Dividend ETF (ZDV)
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BMO Covered Call Utilities ETF (ZWU)
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BMO Long Corporate Bond Index ETF (ZLC)
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BMO US Dividend ETF (ZDY)
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iShares Diversified Monthly Income ETF (XTR)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Harvest Equal Weight Global Utilities Income ETF (HUTL)
Q: Can I have your thoughts about these stocks and ETF’s for someone with a 3 to 5 year timeframe and who is in their mid 30’s?
Thanks
Thanks
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Algonquin Power & Utilities Corp. (AQN)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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BMO Aggregate Bond Index ETF (ZAG)
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BMO Canadian Dividend ETF (ZDV)
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BMO Covered Call Utilities ETF (ZWU)
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BMO Long Corporate Bond Index ETF (ZLC)
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BMO US Dividend ETF (ZDY)
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iShares Diversified Monthly Income ETF (XTR)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Harvest Equal Weight Global Utilities Income ETF (HUTL)
Q: Hi,
What are your thoughts about my current portfolio? I am also looking at adding ZRE.TO and ZWC.TO.
Appreciate your help.
What are your thoughts about my current portfolio? I am also looking at adding ZRE.TO and ZWC.TO.
Appreciate your help.
Q: What do you think is a good entry point/price on this ETF?
Thanks
Thanks
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BMO Low Volatility Canadian Equity ETF (ZLB)
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BMO Low Volatility US Equity ETF (ZLU)
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BMO Equal Weight Banks Index ETF (ZEB)
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BMO US Dividend ETF (ZDY)
Q: Hi Peter and Ryan
Understanding that timing the market can be difficult and trying to follow your recommendations for the most part has been very useful information. Thank you
I am looking to “lie low” through what I believe to be a coming correction and wish to invest in ETFs with some protection
I am looking at ZDY ZLU ZLB ZEB as a 20 % of my portfolio over the summer. Your comments please and so you have other etfs that might be of interest... Icahn comes to mind
Peter
Understanding that timing the market can be difficult and trying to follow your recommendations for the most part has been very useful information. Thank you
I am looking to “lie low” through what I believe to be a coming correction and wish to invest in ETFs with some protection
I am looking at ZDY ZLU ZLB ZEB as a 20 % of my portfolio over the summer. Your comments please and so you have other etfs that might be of interest... Icahn comes to mind
Peter
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BMO Canadian Dividend ETF (ZDV)
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BMO US Dividend ETF (ZDY)
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Purpose International Dividend Fund (PID)
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Dynamic Active Global Dividend ETF (DXG)
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Vanguard Balanced ETF Portfolio (VBAL)
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Global X Balanced Asset Allocation ETF (HBAL)
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iShares Core Balanced ETF Portfolio (XBAL)
Q: Greetings once again and my continued thanks for your steady hand. Can you please suggest an array of balanced fund or high grade dividend fund etfs which can give me exposure to Canada, USA and the rest of the world, in roughly equal portions. KIndest regards, Al
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BMO S&P 500 Index ETF (ZSP)
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BMO US Dividend ETF (ZDY)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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iShares S&P/TSX 60 Index ETF (XIU)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Vanguard U.S. Total Market Index ETF (VUN)
Q: Hi gang, have $200,000.00 canadian to invest for 2-3 years. Just want to invest 50-50 Canada-USA. Would like to be as safe as possible. Some stocks and some ETF. If possible dividend paying one. Thanks
Alnoor.
Alnoor.
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BMO Global Infrastructure Index ETF (ZGI)
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BMO US Dividend ETF (ZDY)
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iShares Global Infrastructure Index ETF (CIF)
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RBC Quant U.S. Dividend Leaders ETF (RUD)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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CI Active Utility & Infrastructure ETF (FAI)
Q: Could provide an opinion on these ETF - ZDY/ZGI - read a Morningstar report on each and their opinion is they are underperforming peers.
Can you provide examples of better performing ETFs to replace them.
Thanks
Can you provide examples of better performing ETFs to replace them.
Thanks
Q: I have seen both VGG and ZDY recommended for US Dividends. I currently own ZDY. What are the pros and cons of both of these ETFs for a portfolio. Should I own both? I am retired, 70 years old and am adding to my portfolio.
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BMO MSCI USA High Quality Index ETF (ZUQ)
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
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BMO S&P 500 Index ETF (ZSP)
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BMO US Dividend ETF (ZDY)
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BMO US High Dividend Covered Call ETF (ZWH)
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iShares MSCI USA Quality Factor ETF (QUAL)
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BMO Premium Yield ETF (ZPAY)
Q: With BAM's takeover of BPY I will have some cash in my RRSP to invest. I want to add to my position in the US market. I currently hold the above ETFs in my RRSP in fairly equal weightings and represents a total of 20% of my total investible assest. The cash from BPY would represent a half position relative to my other US holdings. I do not need to RRIF for another 8 years.
2 questions:
1. Can you recommend another ETF for the US market in CAD that might supplement my current holdings or simply add proportionally to my existing holdings.
2. I am a bit concerned about the S&P 500 and the recent addition of Tesla which is at a stratospheric valuation in addition to the FANG stocks which are also at high valuations. (I also have a position in FANG with ZQQ). Would a switch to EQL or similar ETF provide a better balance and take advantage of a more broad market recovery in 2021.
Thanks.
2 questions:
1. Can you recommend another ETF for the US market in CAD that might supplement my current holdings or simply add proportionally to my existing holdings.
2. I am a bit concerned about the S&P 500 and the recent addition of Tesla which is at a stratospheric valuation in addition to the FANG stocks which are also at high valuations. (I also have a position in FANG with ZQQ). Would a switch to EQL or similar ETF provide a better balance and take advantage of a more broad market recovery in 2021.
Thanks.
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BMO Global Infrastructure Index ETF (ZGI)
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BMO US Dividend ETF (ZDY)
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Vanguard FTSE Developed All Cap Ex U.S. Index ETF (VDU)
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Capital Group Global Equity Fund (Canada) Ser A (CIF843)
Q: My full service advisor has suggested I sell passive ETF's ZDY, ZGI & VDU and buy active fund Capital Goup Global International Equity (CIF 843). The passive holdings have no trailing commission the active fund does. But it seems the active fund performance is much better? Could please give me your opinion if this would be advisable - thanks for your usual great advice.
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BMO S&P 500 Index ETF (ZSP)
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BMO US Dividend ETF (ZDY)
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iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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Vanguard S&P 500 ETF (VOO)
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Vanguard Dividend Appreciation FTF (VIG)
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INVESCO QQQ Trust (QQQ)
Q: Hello,
It is OK to have QQQ, VOO and VIG in TFSA accounts ? If not, are there any equivalent Canadian ETFs that are focused on US stocks like them ? Thank you very much.
It is OK to have QQQ, VOO and VIG in TFSA accounts ? If not, are there any equivalent Canadian ETFs that are focused on US stocks like them ? Thank you very much.