Q: What do you think about selling Kone and buying Otis as a tax loss strategy?
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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: I noticed in a recent answer, you suggested SE as a current buy recommendation. I’m down over 75% on this one but have been wondering about adding to my position. Are there particular growth drivers that you foresee for it, over a longterm (years) hold? Thank you.
Q: On a Risk/ Reward basis how do you feel about ZEM going out 5 years.
When your buying what everyone else is buying you can see what can happen, this year is a good example as people are getting a good beat down.
What % of my overall portfolio would you top this holding up to at this time.
Thanks Gord
When your buying what everyone else is buying you can see what can happen, this year is a good example as people are getting a good beat down.
What % of my overall portfolio would you top this holding up to at this time.
Thanks Gord
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BMO MSCI Emerging Markets Index ETF (ZEM $28.52)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $150.96)
Q: I'm down 35% on ZEM & don't know whether I should sell or hang in there. With the increasing US $ & many emerging countries with debt in US $ will those markets continue to fall. I believe that 30% or so of ZEM is China based with Alibaba & Ten cent being larger %ages. These stocks continue to be out of favour in China & are dropping in New York as well. Your opinions are always appreciated.
Dave
Dave
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Vanguard Total International Stock (VXUS $77.83)
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iShares International Select Dividend ETF (IDV $39.73)
Q: Hello 5i,
How would you compare these two ETF's in terms of overlap in geography and sector allocation? We have both - initially VXUS for International, then adding IDV for both yield and diversification within International. We also hold ZWE, ZWG, and VEE yet we still need to increase our International by about 1.80 %. Yield is very important to us as these will be used for RRIF income in the very immediate future.
Any thoughts would be greatly appreciated, as always!!
Thanks!!
Cheers,
Mike
How would you compare these two ETF's in terms of overlap in geography and sector allocation? We have both - initially VXUS for International, then adding IDV for both yield and diversification within International. We also hold ZWE, ZWG, and VEE yet we still need to increase our International by about 1.80 %. Yield is very important to us as these will be used for RRIF income in the very immediate future.
Any thoughts would be greatly appreciated, as always!!
Thanks!!
Cheers,
Mike
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Vanguard FTSE Developed Europe All Cap Index ETF (VE $46.41)
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Vanguard Total International Stock (VXUS $77.83)
Q: I need to increase the overall international exposure in my portfolio (currently 15%).
I am considering using VE as a simple way to increase international exposure to 30%.
1) Is VE appropriate for this purpose?
2) What other ETF(s) might be suitable?
3) Given VE is down 20% in the past 12 mos would you make a single large purchase, or several smaller ones over time?
Thanks,
Trevor
I am considering using VE as a simple way to increase international exposure to 30%.
1) Is VE appropriate for this purpose?
2) What other ETF(s) might be suitable?
3) Given VE is down 20% in the past 12 mos would you make a single large purchase, or several smaller ones over time?
Thanks,
Trevor
Q: I hold Japan and South Korea ETFs for diversification. EWY’s holdings include Samsung and other large well-run large industrials in South Korea but EWY has nothing for several years (continues instead to go glug-glug). Likewise, my various Japan ETFs hold good businesses yet seem to have only downward trajectories. Do you think these ETFs have sunk so much now that one may as well ride it out? OR:
Is it better to sell any ? Which to sell and which to keep? (In theory I could sell now and revisit later, but I have never done that well. My several questions today show my various psych biases. Yes, one can be self-aware AND continue to make the same behavioral mistakes).
Is it better to sell any ? Which to sell and which to keep? (In theory I could sell now and revisit later, but I have never done that well. My several questions today show my various psych biases. Yes, one can be self-aware AND continue to make the same behavioral mistakes).
Q: I bought EWG and VGK in tax-deferred accounts for diversification. Both are currency-unhedged. There has been significant uncertainty in the businesses held in these ETFs and both are down significantly. I had decided to ride things out and did not sell these and other such ETFs (the usual loss-aversion ).
Most of us have become increasingly concerned about Europe area companies (humanitarian crises, ongoing war, energy costs). Is one better to sell now, take the loss and come back later? OR do you think these ETFs have dropped so much now that there is a better than even chance of recovery in their price?
Most of us have become increasingly concerned about Europe area companies (humanitarian crises, ongoing war, energy costs). Is one better to sell now, take the loss and come back later? OR do you think these ETFs have dropped so much now that there is a better than even chance of recovery in their price?
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BMO MSCI Emerging Markets Index ETF (ZEM $28.52)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.38)
Q: I have noticed that VEE outperforms ZEM both ytd and over 5 years. Do you anticipate that VEE will continue to outperform going forward? For a taxable account, which of these two ETFs do you recommend for a long term investment?
Thank you for all of your excellent advice.
Thank you for all of your excellent advice.
Q: Have you been following the news regarding Credit Suisse? What are your thoughts?
Could there be impacts to the Canadian banks / markets as a whole?
Could there be impacts to the Canadian banks / markets as a whole?
Q: Is this stock of any interest in this market being a long term lithium play? It has held up reasonably ok in this volatile market.
Q: Would you consider Atlassian to be a potentially strong compounder over the next 3-5 years? I like the company, but am also concerned about it operating in a competitive landscape. Thank you.
Q: Hello Team ..I have US and CA$ in my income oriented RIF. I would like to buy either PID:CA ( using CA$) or VYMI ..given their depreciated value (and high US$ ).Both have great dividends but the macro is awful and holding me back which makes me think it is exactly the right time to start easing in. I would appreciate your thoughts...best regards. gary
Q: Own both ZDI and PDI to cover international divs, Was going to sell PDI as a tax-loss and put proceeds into ZDI. Do I need both ZDI and PID or does ZDI provide enough diversification? Thanks Ron
Q: It pays monthly distribution. It works out 7.41% at the current market price of 17.81. Is it considered as good income generating holding? If not then can you suggest a name? I hold ENB and ALA.
Thanks
Thanks
Q: Historically, how important has investing outside of North America been for portfolio performance? Could one do just as well or better by ignoring international markets?
Thanks.
Thanks.
Q: Your thoughts on this company, or alternatives worth considering.
Q: Your opinion?
Q: I have a small position in the Finnish elevator company Kone Oyj. It did well until recently but has got hurt badly in the sell off this year. Would you hang on or take the tax loss and move on?
Q: Hi,
Could you comment on Stone's results and do you know if Buffett still holds a position ?
Thanks
Could you comment on Stone's results and do you know if Buffett still holds a position ?
Thanks