Q: I'm looking for a global all equity value fund. Since the majority of the investments are outside of Canada am I correct in assuming that they cannot take advantage of dividend tax credits? I was considering ZEQT and XEQT but they are classified as growth funds.
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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Algonquin Power & Utilities Corp. (AQN)
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TFI International Inc. (TFII)
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ATS Automation Tooling Systems Inc. (ATA)
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Premium Brands Holdings Corporation (PBH)
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goeasy Ltd. (GSY)
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Exchange Income Corporation (EIF)
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iShares Core Canadian Short Term Bond Index ETF (XSB)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Profound Medical Corp. (PRN)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Vanguard Global Value Factor ETF (VVL)
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Brookfield Asset Management Inc. (BAM)
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Bank Nova Scotia Halifax Pfd 3 (BNS)
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Nuvei Corporation (NVEI)
Q: If you were to sell any of the above, list in order your top 5 or 6. Or would you keep the portfolio as is for next 3 years.
Roy
Q: Thank you for answering my question on Value ETFs. on February 9th. You had mentioned DFIV, IVLU and VBR in your selection but didn't include VVL.
I was wondering if this omission of VVL was intentional with some reason behind it or just a slip from your meory.
Few months ago to one of questions, you had mentioned that VVL has done well because it included banks. Do you think US banks still a value play?
Thanks in advance.