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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: Hello, I am looking at investing a small part of my portfolio into Bitcoin. I don't want to hold real bitcoin, can you suggest a couple ETF's in Canada that I could purchase?
Read Answer Asked by Kevin on January 26, 2024
Q: Good Morning
I would like to invest some of the proceeds from a recent sale in my RIFF into a bond etf I would like a dividend in the 5% range that would also provide some room for growth.
could you provide 2 bond etf that would meet that criteria
Thks
Marcel
Read Answer Asked by Marcel on January 26, 2024
Q: Re. Heather’ s question on Jan. 23 about North America’s electrical infrastructure and the need to up-grade the grid . Been thinking the same and there is a U.S. ETF - First Trust Nasdaq Clean Edge Smart Grid Infrastructure - ticker GRID - for consideration should she wish broader exposure through an ETF.
Read Answer Asked by William on January 26, 2024
Q: I recently transferred my employer TFSA account to my trading account, so I now manage my entire TFSA. I have many solid growth names, and have XIU and BNS as a dividend/diversification play.

I am looking for a solid set it and forget it Dividend play to DRIP, and have some share price appreciation for long term.

Would BAM or FTS be your top pick for this type of thing? Can you provide say 7 or 8 of your top picks for dividend growth, business development runway, and a higher dividend? I had considered growing XIU significantly to drip more, since its diversification almost guarantees the set it and forget side of things.

Thanks for all your recent help! I'm definitely ripping through some credits this month. ;)
Read Answer Asked by James on January 24, 2024
Q: What are likely to be the most durable investment themes for the next 5-10 years or more, and what would be the best ways to play them?
Read Answer Asked by Brian on January 24, 2024
Q: Peter et al:
I sure hear a lot on BNN and read in the G&M about small caps making a comeback. Think I heard the same thing last year at this time. Would you invest in small or mid caps or split it up to include both? If so for small would you choose IWN, IJR, or VIOO ? IWO has a good deal of unprofitable small growth companies, that is why I chose IWN as a contender, or is it the same. If your choice would be mid caps which of VO or IJH and why.
Thanks ben.
Read Answer Asked by BEN on January 24, 2024
Q: Further to previous questions, I have ZWT as a Tech ETF, and has done well, but things like SMCIs pop last week would have definitely not been fully realized. Is there a solid Canadian listed Tech ETF for putting in my TFSA? I would like to avoid tax things if it pays a dividend. US listed options as well, preferably with negligible dividends.


Can you suggest a few options for each market, with low fees and a good management team? and maybe a specialized Data center ETF?

Thanks

James
Read Answer Asked by James on January 24, 2024
Q: My daughter is just starting out with a RRSP account. She has some VDY and we would like a suggestion of 5 or 6 non Canadian Vanguard funds
Read Answer Asked by Ken on January 24, 2024
Q: Can you please rate CALF in terms of risk/reward on a scale of 1-10 and explain the reasons for your rating? I've always stayed away from small caps as I find the sector too volatile, but CALF is giving me second thoughts. I believe this sector is set to run, but am hesitant to invest given my perception of risk. Your thoughts on this ETF are most appreciated. Thank you.
Read Answer Asked by Maureen on January 23, 2024
Q: How much overlap is there between VFV and VGRO. This is for a RESP and would you owned both or just one? If only one which one you prefer? Funds not needed for at least 10 years. I own IWO and VGG already.

Thanks
Read Answer Asked on January 23, 2024
Q: HI,

What is a good time to sell these units/ETFs? To lock in the distribution of that month's interest? I am looking at taking some cash off these and be ready to deploy the capital. Not in a rush. But want to be prepared.
Read Answer Asked by Savalai on January 23, 2024
Q: I have a large (for me) holdings in these two Mawer funds.
I can either keep paying the management fees and the annual capital gain, or sell MAW150 at a loss, or sell both, get hit by a large capital gain (MAW107) and buy Canadian ETF's holding small and mid US stocks.
What'd you do?
Thanks Jerry
Read Answer Asked by jery on January 22, 2024
Q: I am looking to park some cash for a while but have it relatively easily accessible. I understand that these ETF’s are not CDIC insurable but other than that what is the downside/risk of these ETFs and which one would you consider the best? Also I noticed that these etf’s are trading above their set value…$50.14. Under what circumstances would they trade back to their $50.00 value?
Read Answer Asked by Ken on January 22, 2024
Q: Hello 5i
Many thanks for your continuing excellent weekly observations and advice.

In my RRIF, TFSA and Unregistered accounts some of the larger holdings are US companies (GOOG, MSFT, etc). I am concerned that upon my passing some or all of these US stocks may be vulnerable to US Estate Tax.
I know that there are various tax treaties between the US and Canada that might impact some or all of these holdings, but I am unclear on the details.
Can you tell me if either or both the TFSA and RRIF are exempt?
Can you provide references that would cover these questions?
Can you recommend CANADIAN-based ETFs that hold Mag. 7 and/or other popular US stocks?
Thanks again.

Read Answer Asked by David on January 22, 2024
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