Investment Q&A

Q: I hear financial influencers on YouTube saying that you can't trust that gold ETFs actually hold enough physical gold to support the ETF holdings. I would appreciate your comments regarding gold ETFs and virtual gold.
Thanks!

Q: I currently hold the above ETFs in a RESP and wonder if I should add any other ETF or this is good enough and just keep adding to these ones. Money not needed for 9 years.

Thanks

Q: I am a bit confused with BMNR. I was under impression that this is a leveraged Etherium play, and expected the stock amplify the changes in Etherium price. However, when I look at the price changes for the past 2 months, as of today Nov 3, the ETHA is down 13% while BMNR is up 7% since September 1. Can you explain this anomaly please? Do I misunderstand the business model of BMNR?

Q: Can you give me your thoughts and recommendations on CIEH please? Is it suitable for a primarily income focused retiree? As a broader question, are you seeing a pullback in international markets on the horizon? Cheers.

Q: Saw this on Business Insider, don't have a subscription so don't know what it is, or if it's worth investing in?

"There's an ETF perfectly positioned for the AI-data-center boom, and it's poised to crush the S&P 500"

Thank you.

Q: Hi gang. I recently added QMAX to my portfolio to provide exposure to tech. I see that back in April you indicated you would not go higher than a 25% portfolio exposure. Are you still sticking with that? I'm presently at 5.6% and looking to increase. Second, many "talking heads" posit that ROC in yield maximizer funds is bad and that it erodes stock value. I understand how ROC reduces ACB and you will pay more "capital gains" in a non registered account, but is this an issue in a TFSA or RSP account? As always thanks for your thoughts. Bill

Q: Regarding Leonard's defense question of October 30th, ITA equivalent ETF XAD trades on the TSX (to avoid U$ fx).

Q: I currently have only limited representation in my portfolio of International markets (a few ADR's and a few ETF's). In an uncertain world, I understand it is difficult to have a high degree of confidence in what economies may do well or poorly at present, however I would appreciate your best efforts!

I am interested in 3 ETF's that you believe would show growth >5% over the next 5 years; ones that would be suitable in a "balanced" portfolio verging on a "growth" portfolio. I already own VEE and XEF.

I would also appreciate 3 specific foreign publicly traded stocks (accessible to Canadians via ADR's or markets) that fit nicely in the "growth" category. I already own ING, RACE, ASML and NBIS.

Thanks very much for your insights.

Dave

Q: What do you think of XBI here? It seems to have broken out. When biotech runs, it tends to run hard.

Q: India does not answer the phone anymore when the Washington boy calls.

It buys cheap energy from Russia, has a young demography and a British rooted law system.

It even has a french minority among other things.

If you wanted exposure to India, witch ETF would you buy?

Q: Morning troops. Just wondering of there is a hedged version of VIU? I am a 65 y/o retiree looking for mainly income but not afraid to look for a little growth also. Am looking to hedge because I don't like playing currency fluctuations. I currently have 1% of my portfolio in XIN so am looking to boost my international exposure. Any other suggestions welcome. Cheers.

Q: SETM Is this a good time to be in this etf? Is it priced well?

Q: Hi There,
If I'm looking long term, and want to keep things really simple, what would you suggest as the best international ETF(s) to pair with an S&P 500 ETF such as TPU.TO? And do you see a drawback to leaning into the S&P 500 as it reaches new highs?
Thank you

Q: I am curious as to how best invest in the power demand for AI datacentres? Would you have suggestions for certain equities/ETF’s that you feel are well positioned this impending demand?

Thanks

Q: It is my understanding (in general) that the share price of a typical bond ETF will decline in a falling interest rate environment, however what is the expected behaviour of an ETF that invests in US Tresuary TIPS?

Q: I have very limited to zero holdings in Consumer Defensive and Cyclical. Could you explain the difference between Defensive and Cyclical and recommend how best to invest, either individual stocks or ETF.
Many thanks,
Ralph

Q: BMO has a series of ETFs called "BMO SPDR Select Sector Index ETFs". These invest in various sectors of the US market but are domiciled in Canada and trade in $CDN. Therefore no direct currency conversion costs, no US tax exposure. Available in currency-hedged and unhedged versions. Please discuss the overall strategy and logic behind this approach. Are the MERS charged by BMO reasonable for the perceived advantages? Seems to me that intelligent use of these products could eliminate the need for a Canadian investor to maintain a separate $US brokerage account (except perhaps to trade International equities/funds). Additional thoughts/comments about these products would be welcome.

Thank you,
IslandJohn

Q: Could you give me three Canadian and three US
ETFs for international exposure.

Q: I am thinking of selling my bonds for an an international (ex-North-America) ETF that is fairly non-volatile (defensive, consumer cyclical, industrial).

I heard this as a strategy in the Canadian Financial Summit and it made sense because the bonds I've held for stability offer less in returns and in stability than the diversification does.

I'd like to hear your opinion on this strategy. Can you also recommend 4-5 ETFs that would play well into this strategy.

Thanks as always.

Q: I currently own EUAD but wonder if either of SHLD or ITA might be better. Can you pls do a comparison of the 3 and say which you would see as the best option going forward, and why. Many thanks for your excellent service.