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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: Best holdings for a US dolar RRIF, I already have QQQ and SPY, up sustantially and think I should take some profit and redeploy the cash. lookings fior capital appreciation not dividends
Thanks for good advice as always
Read Answer Asked by steve on December 18, 2024
Q: I'm planning on purchasing some additional US investments in my RRSP. I already own QQQ, which represents approximately 38% of my US holdings. I was planning on dividing the remaining 62% between SPY and VTI. I'm described as a growth investor with a 5-7 time horizon before possibly beginning withdrawals. May I get your thoughts on this division? Should I consider cutting back on QQQ to redistribute to the other two? The US represents 45% of my overall RRSP holdings.
Read Answer Asked by bernie on December 02, 2024
Q: What are some ETFs that I can use to diversify my portfolio and have as a buy and hold strategy. 20+ year hold in TFSA. I want a portion of my portfolio that I don't have to look at at all. I currently have VFV and VEQT.
Read Answer Asked by Danielle on November 25, 2024
Q: My portfolio is now heavily weighted to the US.

Can you recommend an ETF or 2 that would compliment my existing investments?

Thanks
Mark
Read Answer Asked by Mark on November 21, 2024
Q: I currently have the above in various portfolios. I would like to add an ETF or 2 for the US market in that deals in (CAD) funds. Can you provide a few for ETF's that would complement my current holdings . Thanks David .
Read Answer Asked by David on November 19, 2024
Q: What are your thoughts on the philosophy of a 3 etf portfolio (growth, dividend and foundational) from a retires point of that has the basic expenses covered by pension income. And some etf's you would consider candidates if you were to agree with this philosophy?
As always thanks for your point of view.

Brian
Read Answer Asked by Brian on November 15, 2024
Q: My daughter has a, no work, portfolio of these three ETFs and has averaged 24% for the past two and a half years. I have done only slightly better with my DIY portfolio - mainly thanks to you. With Trump gaining the White House would it be better to load up on VFV rather than XIC. Currently it is VFV 40&, XIC 40%, QQQ 20%.
Read Answer Asked by Bryan on November 11, 2024
Q: I’m considering setting up a TFSA for a spouse who is not interested in selecting stocks/managing investments.
Should I stick to ETFs or mix ETFs with a few conservative stocks?
Read Answer Asked by Valerie on October 11, 2024
Q: what etfs do you currently like the most right now from a standpoint of mers, how market is priced right now. Also can you tell me being new to etfs can you buy a stock etf that has u.s. stocks in canadian dollars and if yes what is your favourite.
Read Answer Asked by hans on September 26, 2024
Q: I am presently over invested inthe Technology Sector in the following,
IYW has 90% in Tech - own 150 shares
QQQ has 52% in Tech - own 25 shares
ZSP has 32% in Tech - own 480 shares
XWD has 26% in Tech - own 300 shares
VXC has 26% in Tech - own 200 shares
What is the best way to sell (all or part of) the above to reduce this category to 7% as suggested by your Potfolio Tracker?
Thanks for your great service.
Read Answer Asked by Terry on September 05, 2024
Q: Always looking for the best of all worlds - but find myself thinking "safety first" right now given global circumstances - and the US election.

So the above ETFs all yielding over 14% right now - too good to be true or a legitimate and safer way to go given their use of options - and 5i has clearly made us aware of the pros and cons of options (Thank you) .... but how about this combination of ETF's

As always Thank you.
Read Answer Asked by Donald on August 21, 2024
Q: Hi group in what order would you add Regardless of sector to the above stocks that i presently own + would you wait after the big drop in the markets today or slowly average in

also what your general thoughts (short comment will suffice) on the markets going fwd
Read Answer Asked by Terence on August 02, 2024
Q: What would be your top thee picks for US Market ETFs today and why? (10+ year hold)

Read Answer Asked by Kyle on July 17, 2024
Q: Hi.

Can you recommend fixed income ETFs, on US and/or international markets in the following areas:

- Technology
- Industrials
- Health care
- Consumer cyclical

In addition, I have a great amount of Magna International stocks (equivalent to 45% of my RRSP portfolio), that had a significant devaluation in the last 2 years. What is your recommendation? To hold, sell...?

Thank you.

Cinthia
Read Answer Asked by Cinthia on July 15, 2024
Q: What do you think of Blackrock’s new Long-Term US Equity ETF (BELT)? It is actively managed so a higher fee but maybe a nice way to diversify the growth portion of one’s portfolio? Or would you recommend sticking with VOO and QQQ? I notice you have also recommended VUG lately. Thanks!
Read Answer Asked by Kim on July 11, 2024
Q: I will be providing some funds for my grandson to invest in the market. My grandson is 13 years old and has indicated that he has a moderate to aggressive investment risk level. He would like to invest funds and hold the investments for approximately 10 years. For a 10 year hold, would you recommend moderate to high risk companies/ETFs over low risk companies/ETFs? My grandson is considering investing in ETFs and/or individual companies. Please provide your top 5 moderate risk ETFs, top 5 high risk ETFs, top 5 moderate risk companies and top 5 high risk companies with a brief comment on each investment. Please provide a general comment on the typical performance of ETFs vs individual companies. Thank you
Read Answer Asked by Don on July 02, 2024
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