skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Do to a few errors/mistakes in switching brokerages, I ended up removing these from an RRSP and TFSA accounts and left them in limbo in a non- reg account. I am aware of the serious overlap among the RBF266, XDV,CDZ and XIU. (They were in separate accounts at one time). If I should consolidate, what are your thoughts? What stays and what goes? If I were to begin selling and adding stocks, I was thinking BAM.A and ?Twenty year time frame. Have maxed TFSA.
Cheers and thanks,
Paul
Read Answer Asked by Paul on February 07, 2022
Q: Good afternoon,
I began building an Investment Account with the ETF's approx 10% weight each. I added CGX(for Dividend) and a GIC when I was unsure of what to do.
I realize the overlap with XDV;XIU;CDZ; and the Royal Dividend Mutual Fund. What do you recommend I do with the overlap? Diversification? I would like to begin to add individual stocks. Long term horizon. Have RRSP and maxed TFSA.
Growth and medium risk profile. Thanks Paul
Read Answer Asked by Paul on March 11, 2019