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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: I currently hold BPY (up 50% over cost) and H&R in my portfolio 4% and 3% respectively.
I am considering swapping BPY for BEP for the additional income. Your thoughts?

I also plan to crystallize my capital losses and purchase the following ETFs:
Non registered:
ZPW – US Put Write
ZWE – Europe Covered Call hedged to CAD.
ZWH – US covered call
CPD – CAD preferred
XRE – Capped REIT

Registered (RRIF):
PGX:US – Preferred.

Each would constitute 2% - 3% of my portfolio. Diversification is my intention, but risk and surety of income is the primary consideration in all of the above noted.

Again, your thoughts.

Thank you for considering my questions

Gail
Read Answer Asked by Gail on August 02, 2016
Q: BMO US Put Write(ZPW)
BMO Europe High Dividend Covered Call Hedged to CAD(ZWE)
PowerShares Preferred Portfolio(PGX:US)
BMO Laddered Preferred Share Index(ZPR)
BMO US High Dividend Covered Call(ZWH)
BMO Equal Weight REITs Index(ZRE)
iShares S&P/TSX Canadian Preferred Share Index(CPD)
iShares S&P/TSX Capped REIT Index(XRE)
BMO Covered Call Dow Jones Industrial Average Hedged CAD(ZWA)
iShares Convertible Bond Index(CVD)
BMO Canadian Dividend(ZDV)
Above are ranked as to yield - high to low. Can you rank as to risk - high to low?
Thank you for considering my question
G. Reynolds
Read Answer Asked by Gail on July 18, 2016
Q: ZWB, ZWU, ZWH, CPD & ZWE...just looking for a simple ETF portfolio. What do you think of a 20% allocation in each of these names for a decent return with low to medium risk. Thanks.
Read Answer Asked by Curtis on July 13, 2016
Q: I have opened RRIF with the following:zwu,zwh,zdm,zue,iwo,vig,xei,bip.un,rpi.un,ccl.b,A&W,bmo,vnr jnj and otc. I would appreciate your comments as to whether these are appropriate investments. If not, your suggestions would be appreciated. Please assume that my entire portfolio is diversified.
Read Answer Asked by diane joan on May 10, 2016
Q: ETFs--ZPW,ZWA,ZWB..ZWH,ZWE--all yield 5-7% range . Are these ETFs a benefit for yield -- 3 yr. hold --- looking for income . Would like your assessment & thoughts

Read Answer Asked by Dr. Donald on May 06, 2016
Q: I'm a conservative investor and planning on investing 60% of my Portfolio on the following ETFS.
ZLU, NMW, ZUQ, ZGQ, ZWH and FHC, what are your thoughts?

Thanks Valter.




Read Answer Asked by Valter on May 03, 2016
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