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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: Can you please advise if this is good ETF for Dynamic iShares Active Global Dividend ETF. I am looking for growth and dividend increase ETF in Global Market. Would you suggest ETF or is there any similar ETF. I currently own one Europe XEF EFT 2%.
Do DXG pay a monthly dividend or quarterly and dividend amount.

I currently own most of the stocks in Model Portfolio

Thanks for the great service.
Read Answer Asked by Hector on March 29, 2017
Q: What is your opinion on this ETF? Pros? Cons? Is it best to hold it in a registered account or TFSA?

"I’ve started to buy one of the newest additions to the BMO ETF lineup - BMO Canadian High Dividend Covered Call (ZWC-T) strategy. It’s expected yield is around 6 per cent and it has less risk than the overall index. It holds a basket of some of the best quality dividend payers in Canada with a yield enhancement from a 50-per-cent covered call overlay."
It was mentioned in this article:
http://www.theglobeandmail.com/globe-investor/funds-and-etfs/etfs/larry-berman-its-time-to-get-defensive-after-a-troubling-budget/article34414534/
Read Answer Asked by Helen on March 28, 2017
Q: Could you provide an updated opinion on DR based on their latest quarterly results. The latest quarter appear to be very good with the dividend payout ratio dropping below 50%.
I am thinking of initiating an initial position in this company for a combination of nice income (over a 5% yield) and hopefully a little growth in the share price over time.How does future growth in their business look?
Your thoughts as always would be greatly appreciated.
Read Answer Asked by Thomas on March 27, 2017
Q: I am trying to run a slightly more concentrated portfolio. There are currently 37 individual equity positions; 4 equity ETFs (VIG, IWO, XGD, ZRE); and 4 bond ETFs. Within the utility sector there are 5 positions, each at ~2% (BIP.UN, BEP.UN, FTS, ALA, PPL). I would like to cull either ALA or PPL. I am leaning towards selling PPL, as ALA looks to have a better 5 yr dividend growth rate and appears to have more of a focus on renewable energy. Any input would be most appreciated. Thank-you.
Read Answer Asked by Stephen on March 27, 2017
Q: Ten years ago in 2007 i took four hundred thousand out of the stock market and bought some segregated funds through manulife. I have with drawn one hundred and twenty two thousand in the last 5 years. The funds are now worth three hundred and eighty-eight thousand now. I am guaranted twenty three thousand three hundred a year for life. I am 67 years old and retired for 11 years with 1 million 280 thousand invested in differant investments my house not included.I receive a thousand a month from cpp and old age pensions and another twenty-four hundred a month from other investments not including the thenty-three thousand three hundred from this investment. My wife has pensions of thirty-six thousand a year. I paid nine thousand in fees last year and the funds were up 14 thousand after fees were paid.I am thinking of cashing in some or all of the funds and buying some blue chip stocks, banks, bce stocks in your income and balanced portfolio. What do you think of this. We have no debt and just wish to have a good life and retain what we have. thanks
Read Answer Asked by don on March 27, 2017
Q: I know US companies are not your focus however I wanted to get your thoughts on selling GE and allocating some US$- in my rrsp.
I am an income investor and currently hold ZPW-U and ZWH-U in equal weight re investing the dividends monthly. I also have a small position in JNJ and a larger position in GE (7%) of portfolio. I am concerned GE really isn't going anywhere and am considering switching to something with a better outlook any suggestions etf or stock to add here... or should I continue to hold?
I already hold VGG in another account...
Read Answer Asked by Kyle on March 27, 2017
Q: Hello,
I recently subscribed to your ETF/MF newsletter. I have looked over the site but I didn't find a section there for asking questions (might have missed it). In viewing some of the ETF performance tables I did not see a column to indicate whether the income is paid out on a regular basis or reinvested in ETF units. My fee for service investment planner has advised me to use more fixed income vehicles to reduce income slightly caused by the gross up of Cdn. dividends in my equity portfolio but I would still like to get the income on a regular basis.
In regards to this perhaps you could comment on VSC or suggest a similar short term laddered bond ETF and a similar emerging market income ETF(with adequate liquidity).

Thanks in advance ..... Larry
Read Answer Asked by larry on March 27, 2017
Q: Currently, all of my fixed income (>$100000) allocation is in VSB, all in non-registered accounts. Should I switch to BXF for tax efficiency, or stick with VSB given it's lower MER (0.11 vs 0.2)? For my fixed income allocation, safety, capital preservation, and liquidity are primary considerations; yield is a secondary consideration.
Read Answer Asked by Walter on March 27, 2017
Q: good morning.
I own ala shares and just wondering if you would probally switch to ala.r. What happens if deal does not go through and in this case would ala.r be safer? Trying to find the analysis you did on
ala and receipts but cannot find.
can you tell me where I can find.
thanks and keep up great work
Read Answer Asked by hans on March 23, 2017
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