Q: hi, can you illustrate your investment thesis for both of these ETF's in the income portfolio. please specifically include what you believe to be the catalyst(s) for the share price to increase. CPD has a long track record of deteriorating share value (approximately half of share value at inception 2007 ) CVD less so ( down just under 20% from 2011 ). could you also compare the "yield" of both over the years, so we can see if the interest/payments have offset share price declines in a meaningful way. cheers, chris
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A&W Revenue Royalties Income Fund (AW.UN)
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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BMO Equal Weight REITs Index ETF (ZRE)
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iShares Convertible Bond Index ETF (CVD)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Hi,
Based on the questions pertaining to taxable dividends, and managing an income portfolio for my elderly parents, is there a substantial difference in tax treatment, if the above funds are held in a cash account? I was fortunate enough to get DIR.UN into a TFSA and am slowly moving AW into a TFSA as well. Do I take out the growthier names in the TFSA’s and move in the ETF’s or just let them go in a cash account?
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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BMO Covered Call Canadian Banks ETF (ZWB)
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BMO Covered Call Utilities ETF (ZWU)
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BMO Equal Weight REITs Index ETF (ZRE)
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iShares Convertible Bond Index ETF (CVD)
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iShares S&P/TSX Composite High Dividend Index ETF (XEI)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
Q: I am looking for ETFs that trade on the TSX with a yield of at least 4-5%. From the income portfolio, I see CPD (preferreds) / CVD (convertible) / XHY (US HY) / ZRE (REITs), and I am also aware of ZWU (Utilities) / ZWB (Banks).
Are there any others that don't have much overlap with the above that you would recommend?