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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: Good morning,
May I have 5is opinion (pros and cons) regarding the following please.
I have just rolled my RSP into a RIF and am thinking of selling AQN and SPB and consolidating into ZWU. My thinking is that this will in a simpler more stable way of provide equal to better performance (income with some growth) over time. Do my thoughts have merit? I also hold BEP.UN as well as FTS.

Thank you for your thoughts and opinion.
Read Answer Asked by Brian on May 24, 2023
Q: I wanted to gain some clarity on your answer to Terry indicating that the high dividend returns with these etf's are almost entirely return of capital. So if an investor holds these their yields would not be taxed as dividend income in a cash account but the cost base would diminish accordingly so that when sold the capital gain would be greater. But if a long term hold and if the yield continues to be return of capital then does the investor collect these yields effectively free of tax? Any other similar etf's with high yields that are largely return of capital? Am I missing something? Thank you for providing certainty on this.
Read Answer Asked by Ken on May 23, 2023
Q: Is VNQ a good investment in a stagflation environment, or does its current issue of office and retail REIT exposure going to counteract that situation ?

Are rising interest rates the only other reason for its underperformance recently?

Is it possible to come up with a metric that compares how expensive / inexpensive it is today as an investment relative to it's past ?

Thanks.

Read Answer Asked by James on May 23, 2023
Q: Please give your assessment of this ETF - AIQ. It appears to hold stocks that have been driving the S&P500 higher this year so do you see any more upside? How much growth do you see for AI in the short and long term? For a growth theme would you put new money into this for 2-5 years? Thanks in advance and please deduct credits as you see fit.
Read Answer Asked by K on May 23, 2023
Q: For a newly retired conservative investor, can you please recommend some good overall ETFs?
Maybe one that covers the globe conservatively?
For an unregistered account.
Thanks.
Read Answer Asked by Lois on May 17, 2023
Q: If I were to move into Precious Metals, would you prefer a royalty, ETF, or individual stocks ? Thanks!
Read Answer Asked by george on May 17, 2023
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