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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: Hello,
I'm considering buying the Edgepoint Global Growth and Income fund, however the MER is very expensive series A at 2%. This would be a 25% holding in a LIRA account. I like the set-up income distribution with 70% global equities and 30% bonds. Can I please have your opinion on this fund, and could please provide the names of any alternative funds/etf's with a similar structure.

Thank you,

Glen
Read Answer Asked by glen on January 21, 2020
Q: I'm looking for a safe place for cash with a decent yield. This could be for several months or several years. How would you compare ZSH to PSA? Is one better than the other? With uncertainty over interest rates, do you have any recommendations for the fixed income portion of an investment portfolio?
Read Answer Asked by Jack on January 21, 2020
Q: Any recommendation on where to park cash short-term within a direct investing account? I like the sounds of PSA, but 'for business reasons' TD Waterhouse does not allow TD Direct Investing Clients to purchase PSA. Instead, they offer their own savings account which only pays 1.60% in comparison to the 2.15% paid by PSA. Any suggestions?
Read Answer Asked by Chris on January 21, 2020
Q: I hold vgg in in TFSA and RRIF accounts , 5 % of my total portfolio. VIG in non registered US account 5% of total portfolio. I’m gradually moving from individual stocks to ETFs to reduce the time required to monitor my investments. Getting up in years .As an aside I’m an experienced investor, previously worked in the investment business. Right now I’m looking at reducing my position in vet and investing in vfv or convert C$ to US$ and buy VOO.
Your thoughts Peter on this or should I look elsewhere?
Read Answer Asked by Roy on January 21, 2020