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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 there, I like the risk profile of the names that you tend to select in the Balanced Equity Portfolio, however I am looking to build a growthier version that is concentrated in fewer names. Which 7 names would you remove to produce a portfolio with more torque?

Also, I am looking to layer on some US exposure at about a 25% weighting of my portfolio. I was thinking either going all HXQ, 50/50 HXQ/CYBR or 50/50 HXQ/VFV. Which do you think would be the best mix?

Thanks!
Read Answer Asked by Michael on April 08, 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: Thanks so much for your reply to my earlier question. You suggested the following ETFs and I was wondering what a good portfolio allocation would be for each (I was thinking 50% allocated toward your BE portfolio however if a lesser/more percentage makes sense then please advise):

XWD (global expoure), VFV (S&P 500), VGG (US dividend growth), HXQ (US technology), XSU (US small-cap)

Thanks!
Read Answer Asked by Michael on December 12, 2018
Q: I am constructing a new equity portfolio 60% US & 40% CND. On the US equity I am using the following ETF's:
HXS @ 15%
IWO, XMH,XSU @ 10% total
VGG @ 20%
HXQ @ 15%
I also want to limit taxes, dividends and any US reporting on form 1135.
Could you comment on this set up. Thank you for your service
Read Answer Asked by Ozzie on December 06, 2018
Q: I am considering holding VFV and XQQ in my personal unregistered accounts because they produce dividends. I could borrow money to invest in them and write off the interest. On the other hand, would it make sense to put HXS and HXQ in my passive corporation (no active income) as these two produce only capital gains and no distributions? Is there a big difference in dividends earned in a passive corp vs
personally? Also all of these will not count towards the T1135 limit. Any thoughts?
Read Answer Asked by Terry on October 15, 2018
Q: These ETF's are TRI or Total Return Index ETF's. They pay out no distributions of dividends and no ROC. I'm guessing that they reinvest all the payouts and subtract the fees. Since they do this would you expect that there is no CRA paperwork to complete unless you sell units which would trigger capital gains. What is your opinion of holding these in a passive corp as I think Canadian dividends would be taxed higher in the passive corp and these only produce capital gains? I am looking at the HXQ (Nasdaq 100) so I do not have to complete the T1135 paperwork and stay in CDN $.
Read Answer Asked by Terry on October 01, 2018
Q: Hi,

Best ETF in Canadian $ for an RRSP to cover:

1. Nasdaq 100
2. S&P 500

There are numerous products, why do you like your picks over the rest?
Read Answer Asked by Thomas on September 27, 2018
Q: I want to invest in the Cdn and US Tech sector, however I don't want to purchase stocks using US currency. I would like to have exposure to both US and Cdn Tech companies via the TSX. What do you suggest?

Thanks
Read Answer Asked by Gordon on August 24, 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: hi guys : at this time' I have zqq and have done very well with this ETF it is hedged to the cdn. dollar . could you explain the differnce between hedged and non hedged and is there an non hedged that would be better ? tanks Gary
Read Answer Asked by gary on January 16, 2018
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