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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'm looking for a world-wide ETF to invest in long-term, without exposure to Canada. I came across XAW. It seemed like a wise choice. I like it because it's world-wide, but doesn't include Canada, and has no bond holdings.

I am currently saving for a downpayment and have about 30% of my portfolio in XBB (which will be used for the downpayment). Plus a bunch of money invested in Canada already.
1. What do you think about XAW?
2. Any other ETFs in a similar space as XAW I should consider?

Thanks!
Read Answer Asked by Michael on September 09, 2019
Q: Good Morning
What are your thoughts on the Murray wealth group 2 portfolios Global equity growth fund and and the Income Growth fund as an investment vehicle for a 40 year old. Comments as far as performance and fees.
Thks
Marcel
Read Answer Asked by Marcel on September 09, 2019
Q: I am aiming for a 20-stock (or slightly less) portfolio of dividend payers. So each position will be 5% or slightly more.

In the pipeline / utility sectors I currently have ENB, TRP and BEP.UN. I am hoping to add one of the stocks below. I have a preference for good dividend growth and good management, but would prefer not to have too much overlap with BEP.UN if possible. Mind you, I suppose BEP.UN is quite diversified geographically which might make a case for being different anyway (your opinion ?). Which one would be the best fit, or is BEP.UN enough ?......

Canadian Utilities (CU)
Fortis (FTS)
Emera (EMA)
Algonquin Power (AQN)

Thanks.
Jim
Read Answer Asked by James on September 09, 2019
Q: I am looking for an ETF recommendation to increase my international exposure.

I currently own 15% in VIU and 12% in VEE. Income is not my primary objective at this time. I was thinking XEF but through there would be too much overlap with VIU and didn’t think that made the most sense. I am ok with going mid-small cap and thought an ETF like SCZ may diversify my current holdings. What are your thoughts of this fund and do you have any other suggestions?

Also, so you have any recommendations for an international small- mid cap value ETFs? Thanks for your help.
Read Answer Asked by Aaron on September 06, 2019
Q: Thank you for answering my past questions so clearly.

All the ETF's below mirror the S&P 500.

BMO S&P 500 INDEX CAD UNT ETF Symbol ZSP (not currency-hedged)

VANGUARD S&P 500 Index ETF, Symbol VSP (currency-hedged)

iShares Core S&P 500 Index ETF, Symbol XSP (currency-hedged)

Over the last decade, as expected, XSP and VSP have appreciated as much as the S&P 500 has -- a little over 100%.

ZSP has appreciated about 180%. Likely, that is a function of the currency hedging/not hedging.

Please explain.

In your opinion, will ZSP continue to outperform?

Thank you.
Read Answer Asked by Milan on September 06, 2019
Q: I read the recent CMS article about ETF TER. I found it interesting and useful to know, but I have not been able to find TER information at iShares, Morningstar, TMX, etc. Do you know where I can find information about various ETF TERs? For example, XEF, IEMG, XLB, etc
Read Answer Asked by Federico on September 06, 2019
Q: Good Morning,
Putting some cash to wok in my wife's TFSA, long term (20+) year hold. She is a buy and hold long term investor, looks at her portfolio once or twice a year type. Would you suggest ZRE or would you buy 3-4 REITS? I like the equal weighting of ZRE. It would be approx 10% weighting in her TFSA. Thanks again.
Read Answer Asked by Darby on September 06, 2019
Q: Looking for a REIT & am trying to decide between the industrial REIT WIR.UN & BPY.Un .Which would you suggest or are both good stocks or neither & you'd suggest something else? I had AAR.UN which was great but was bought out & at this point have only NWT.UN for REIT exposure at 2%. I believe with falling interest rates that this is a good time for REITS . Your valued opinion would be appreciated.
Dave
Read Answer Asked by Dave on September 06, 2019
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