Q: I am thinking of adding one of these 2 beaten down health related ETF's to my holdings. I wonder if you can tell me if you feel either or both are at risk of further decline due to Trumps RX plan, and/or their exposure to the US healthcare system which seems to be under attack by this administration?
Do you have a preference for one over the other, or do you have another name in this space that you like, and how safe do you feel the dividend is for each of them?
I am looking for a steady reliable yield and prefer ones that trade in Canada. Thank you.

Q: Retired, dividend-income investor. Long term holder of HHL with a full position. It is my proxy for the health care sector.

Looking at your "total return" chart (capital gain + distribution) over multiple time frames, it appears to me we may be approaching some significant support in the $6,50 to $6.60 area.

Would you agree that the risk-reward ratio is swinging in favor of adding additional funds? Or, do we need to continue to sit on our hands and wait for a change in USA Healthcare Gov't leadership?

Happy to continue to just sit......Steve

Q: I seem to recall a question quite a while ago (years?) about the maximum % of your portfolio should be by fund company. If I remember correctly, your suggestion was to cap each fund company exposure to 15%. Am I correct and do you still feel the same?

My BMO ETFs are just over 16%.
My iShares ETFs are just over 15%.
I have smaller exposures to the fund companies holding HMAX, HHL, NNRG (around 5% each).

Please remind me again what the dangers are of exceeding your suggested threshold? For the larger fund companies, is the threshold higher?

Thanks for your help....much appreciated....Steve