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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: Hi Guys
I have noticed the distribution has been going down the last year and a half, I would have thought they would have at least stayed around 0.06
Cents but they are now .04
The holdings include a lot of Telcom and pipelines, and other companies that have been raising their dividends. Will they're be higher distributions in the future now that rates are going up, maybe just a lag factor here?
YTD I think the return is down around 3.5 % including distributions.
Finally, do you think I can beat a GIC return here over the next 2 years.?
Thanks Gord
Read Answer Asked by Gordon on December 19, 2022
Q: 1. Under current and projected global market conditions, does it make sense to invest in India-focused ETFs?
2. For India, would you lean towards actively managed ETFs, or passive ETFs , or invest in both?

If both, Which ETFs , if any, do you favor for the next couple of years? I am more comfortable with ETFs that are traded in NY or London, are hedged to the US$, and which invest only in mega caps, excluding State-owned enterprises.
Read Answer Asked by Adam on December 16, 2022
Q: "Is there a Canadian équivalent ETF ,or close to it,to this excellent sélection approach and choice of Cies like this US ETF?"
Sorry to repeat the question..
Concerning this recent question,I meant : a CDN ETF composed of Canadian stocks only,since the selection method of US stocks for SCHD is excellent,I wonder if there is a best Canadian ETF equivalent for CDN stocks
Read Answer Asked by Jean-Yves on December 15, 2022
Q: Good morning,

My holding of XLF is down quite a bit and although I[m still positive on the US Financial sector in the long term, I'm thinking of selling XLF in my US Non registered account to harvest some capital losses for the 2022 tax year. I would appreciate your thoughts on the following two questions:

Q1. What are your thoughts on the US Financial sector for the next few years;

Q2. Would you kindly recommend a suitable proxy for my XLF holding that I could purchase on the US stock exchange.

Thank you and I'll await your sage advice.
Read Answer Asked by Francesco on December 15, 2022
Q: Good Evening 5i,

I am a retired income investor with very little knowledge of and exposure to bonds.

Looking for your thoughts/opinions and suggestions on aggregate bond funds.

These funds apparently give exposure to government and corporate bonds, and to bonds maturing in the short, medium and long term.

Is there something worthwhile here?

Thanks very much.
Read Answer Asked by Dave on December 14, 2022
Q: Is there a Canadian équivalent ETF ,or close to it,to this excellent sélection approach and choice of Cies like this US ETF?
Read Answer Asked by Jean-Yves on December 13, 2022
Q: This fund was mentioned to me as alternative to bond etf , and i hold a position which is now down approx 8% but the dividends adjusted at 3.35 % have offset that somewhat.
I see previous questions on this etf resulted in your answers being negative due to no diversification and being a very small total dollars fund.
Should i take the loss and purchase something with better recovery potential such as a broader etf, or actual bank stocks as they provide reasonable valuation with better dividends?
Thanks!
Read Answer Asked by Tom on December 13, 2022
Q: Further to your response to Tom on Dec. 5th, could you recommend several ETFs that would be quality choices to represent emerging markets, healthcare and tech that would result in less overall volatility than purchasing individual stocks? Thanks.
Read Answer Asked by Tara on December 13, 2022
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