Investment Q&A

Q: Has Horizon simply changed its name or has it sold to a new company?? The above funds are now called Global X.... If sold, can you please tell me about the new company.
Thanks!

Q: Hello,
The announcement today of Topicus's CEO taking on additional roles have any longer term impact? Also, the shares are not moving much after the results. What is your overall view? You had recommended RSP as the symbol for equal weight ETF tracking 500 companies in US (to diversify from SPY which has lots of tech exposure). Is there a cdn equivalent for RSP. i cannot seem to find one. thanks very much

Q: I have a sizeable position in one and would like to exchange it for the other (this is a margin acct).

Any suggestions on how to go about doing this?

Q: Hello Peter and staff:
Each of the above mentioned have incredible yields, that pay monthly dividends - CBNK - 9.78%, EIT.UN - 8.74%, DFN - 22.94%. Could you comment on each of the 3 in terms of sustainability and could you rate them in order of preference, or not at all. Could you also recommend other high yield monthly dividend paying stocks. Thank you all for your incredible service.

Q: QQQ is not a tech-ETF, yet is made up of mainly tech. Do you think QQQ is a better long-term investment than pure tech ETFs? Explain your reasoning.

Q: As an older investor, I am considering a gradual move from mostly individual stocks to a fully ETF portfolio. My thinking is to allow management simplicity for my wife in the event of my death or disability. Seeking dividends predominately but also a representation of growth. Can you please suggest an array (portfolio) of ETFs that I could begin migrating towards? As always, your advice is appreciated. thank you

Q: I have these ETF's in my portfolio, although they are a small percentage. I am wanting to do a clean up of most of my partial holdings in individual stocks and purchase more ETF's. I was going to add VIG as well. Could any of these ETF's be replaced with better ones or not bother with them, and what others do you suggest to compliment them for an income investor who wants to see a little growth as well in a well diverse portfolio? Thanks.

Q: Are there any EAFE and TSX ETFs that do not pay dividends or interest?
Thanks

Q: VFV vs. VOO:
I understand VFV ETF contains VOO ETF, correct? What would you recommend, buy VFV in CDN $ account, or convert CDN$ cash in US$ cash using Norbit gambit and buy VOO in US account with US$? Any other recommendation for ETF to invest in US S&P500?

Q: For a couple in their 70's with a 3 year time horizon, what ETF or ETFs would you suggest as relatively safe investments?

Q: What is the difference or implication buying Global Innovators mutual fund versus buying Global Innovators mutual fund?

Q: I am pretty close to full positions on LIFE, XIT and XST. Also, I am sitting on <5% cash, being basically fully invested. Over the next few months I plan to top up these 3 ETFs.

In what order would you add to each of these 3, based on their current valuations, compared to their historic valuations as well as their potential?

My thoughts were LIFE, then XST, then XIT (although I suspect your order would be XIT-LIFE-XST). Please include a brief "why".

Thanks for your help...Steve

Q: Would you consider this ETF as an alternative to bond ETFs? The yield is attractive but I’m not familiar with this type of private credit investment and what the risks are or how sustainable the yield is.
Thanks.

Q: Hi Peter, Ryan, and Team,

We hold IHI in our non-registered investment account, and I recently looked at US News (https://money.usnews.com/investing/articles/best-health-care-etfs-to-buy-now) which stated:

“The main issue holding weight-loss drugs back is their exorbitant price tag, with Ozempic clocking in at $980 per month and Wegovy at up to $1,300 per month. If weight-loss prices fall or if insurers and employers start covering their costs for consumers, that could negatively impact medical device-oriented funds like IHI.”

Do you concur with this view? I note that XLV has surpassed IHI in four out of seven periods from one month to ten years. Alternatively, since Portfolio Analytics indicates that we need to increase Healthcare exposure, would starting a new position in XLV at this time be prudent?

Thanks in advance for your advice.

Q: What are your thoughts on fundamental indexes? Are there any emerging market fundamental indexes or etfs you would recommend<

Q: My kids opened RRSP's as soon as they were of age and contributed a small about (<$3,000). They make regular contributions.

Until the RRSP has enough funds to start thinking of diversification, what are the "top 3" possible stocks or ETFs you would consider if only having one investment, and if you could explain why its' a sound investment for each that'd be great.

Thanks very much,

Dave

Q: If the Cdn $$ declines when rates go down, do you expect High-Interest ETF's that invest only in the Cdn $$ will also decline proportionately? Also what about HSAV and HSUV>U? Thanks

Q: Hello friends,

I'm interested in MLPA:US but since the ETF is a holder of mostly US LPs, I'm not sure if the new taxation and selling rules for US LPs will apply to it as well. What would be the implications of holding it in a registered or margin account aside from the normal Canadian taxation rules? Hoping you can shed some light on this.

Many thanks!

Q: in general do you favour etfs or mutaul funds for a sector investment?

Q: Which ETFs would you recommend for 40 year old with limited income
Thank you.