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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 There,
Do you expect the energy and resources sectors to continue to do well in 2023? I'm contemplating selling SU and/or Teck and moving the money into a US mid cap ETF such as VO. Apple to Oranges I know, however looking for the best risk/reward scenario.
You thoughts please.
Thank you
Read Answer Asked by Kevin on January 10, 2023
Q: YGOG, YAMZ Wondering if you have any opinion on these new ETFs. They're very small, but Purpose isn't a sketchy outfit. They look interesting if only because, in principle, a dedicated manager selling puts or covered calls on a stock like Google or Amazon should be able to generate decent returns. The volatility is high enough for meaningful premium but the underlying companies are also good, profitable businesses not at risk of going to zero.

Thoughts?
Read Answer Asked by Ryan on January 10, 2023
Q: Could you give some suggestions for ETF's that track the Nasdaq and DOW? What account would you hold them in and are there any that trade in Canadian dollars?

Thanks
Read Answer Asked by Kolbi on January 10, 2023
Q: Thinking about taxation and witholding taxes.
Are there any of these holdings that should not belong in a CELI?

ISHARES CDN SELECT DIVIDEND INDEX ETF XDV
ISHARES CORE MSCI EMG MKTETF IEMG
ISHARES CORE S&P 500 INDXETF(CAD-HEDGED) XSP
ISHARES CORE S&P/TSX CAPPED COMPOSITE INDX ETF XIC
ISHARES MSCI EAFE IDX ETF(CAD-HEDGED) XIN
ISHARES SEL DIVIDEND ETF DVY
ISHARES SP/TSX CAPPD REITINDEX ETF
HYG
ISHARES TR-RUSSELL 2000 VALUE INDEX IWN
SCHWAB STRATEGIC TR US REIT ETF SCHH
VANGUARD FTSE DEVELOPED MARKETS ETF VEA
BMO US DIVIDEND ETF ZDY
ISHARES CORE S&P 500 INDXETF XUS
ISHARES CORE S&P/TSX CAPPED COMPOSITE INDX ETF
Read Answer Asked by Serge on January 09, 2023
Q: Hi Peter.
Can you suggest a few stocks/ETF's with good long term potential ?
Read Answer Asked by HARRY on January 09, 2023
Q: Hi, can you suggest a few ETF'S and covered call ETF'S to put in a self directed RRIF, providing income and some growth. I know you're not keen on giving specific portfolio construction, IE, everyones circumstances are different, I would really appreciate just a few ideas for core holdings.
Thank's James
Read Answer Asked by James on January 09, 2023
Q: I am reorienting my portfolio to be income focused and prepare for retirement in the next few years. Growth is not important.
I have 23% of my portfolio in covered call ETFs that are well diversified by both geography and by sector.

Can you please comment what’s the ideal percentage of covered call investments in a retiring income focused portfolio?

If growth is not a concern, do you see any risk in increasing the covered call ETFs to, say, 40% of the portfolio?










Read Answer Asked by Greyhair on January 09, 2023
Q: We are a semi retired couple with RRSP's/RRIF's, TFSA's and a shared open account for dividend income.

In the dividend income account, we have 10 or so of the classic blue chip CDN stocks + CPD. (roughly equally portions), and are considering the addition of another monthly payer such as PMO205 to diversify asset types and stabilize monthly income a bit.

Does PMO205 make sense for this account?
If not, do you have other suggestions?
In the other accounts, our fixed income portion (VAB) has been a dog over the last couple of years.
Read Answer Asked by Jim on January 06, 2023
Q: Hello:

Child turning 18 later this month. For initial $6500 to TFSA would VEQT be better than US only VFV? Very long time horizon and I never bet against USA!

Other options for long term growth?

thanks,
Read Answer Asked by Marilou on January 06, 2023
Q: Happy Holidays!! Two part question - What are your thoughts on index funds, I don’t think I see any in your portfolios.

I read some commentary sometimes how some “professional investors” say they are better than stocks, for as the stock market goes up the index funds will too, but stocks don’t always rise when the market does. I do see the counter argument there too.

And assuming you’re not opposed to them, you which ones would you recommend?

Please take 2-3 credits, as that was a long question.

Thanks,

Cam
Read Answer Asked by Cam on January 06, 2023
Q: Can you please provide two Emerging Markets ETFs ex. China that you would recommend to an investor seeking exposure to those markets?

Thanks as always for your expertise.
Read Answer Asked by Richard on January 05, 2023
Q: TFSA top up for 2023. I hold all IWO in the account currently. My crystal ball doesn't like the current USD:CAD outlook so buying USD with CAD to get IWO at the moment doesn't feel like a good move. Does anything in the balance or growth portfolio look particularly attractive as a buy? I hold OTEX and ENGH as tech stocks, both have been adequately beaten up to be buys but I hate owning the same stock in multiple accounts so would consider a different CAD stock for the TFSA account if you can think of one. So long way to ask: just suck it up and buy, IWO, buy ENGH, buy OTEX or buy ??? as it is your top pick right now. 5 year hold.
Read Answer Asked by Tom on January 05, 2023
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