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Investment Q&A

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Q: zlu follow up question, thanks for pointing out that zlu trades in USD as zlu.u
When i compare performance of those 2 ETFs using yahoo finance or questrade edge or the bmo website zlu significantly outperforms zlu.u over any time frame
If the performance was similar i would invest in zlu.u as it is in my rrsp account but in this case given the outperformance i think i will opt for zlu.
I do not understand the performance differential, assume fx must be related but it seems like too much.
Read Answer Asked by Rob on November 01, 2022
Q: Back in June I asked about moving some XSB to XLB and you suggusted stick with XSB for another 3 to 5 months. I think I should start to switch some XSB to XLB. Does this make sence or is there another long term bond fund that would be better? Holding period of 5 years or longer.

Thanks Greg
Read Answer Asked by Greg on November 01, 2022
Q: Can gou compare and contrast these 2 etfs. I've always held CDZ and paid the higher MER on the basis that research backs dividend growers performing better in the long run. However VDY seems to be performing as good or better. Considering a switch to take advantage of the lower mer and thus higher divided yield.
Read Answer Asked by Husseinali on November 01, 2022
Q: I have all three in my RRSP account. QYLD and XYLD weren't good performers this year and, to add to the misery, they reduced distributions lately. JEPI was performing much better and they kept their distributions virtually unchanged. When we get market recovery, do you expect JEPI to outperform QYLD and XYLD or QYLD and XYLD are likely to outperform JEPI as they dropped more this year? I am considering selling QYLD and XYLD and buying more JEPI. Thoughts?
Read Answer Asked by Michael on October 31, 2022
Q: Hi
If I want to have global exposure to Oil and Gas sector, NOT just Canadian or the US market, is IXC the only ETF option? Or should I buy XLE and add some other ETF which has exposure to Shell, Royal Dutch and other large European big oil cos? My search doesn't seem to yield anything that includes a nice balance between North America and European companies other than IXC. Any suggestions?

Your answers to others' questions seem to suggest that there is some more gain to be made in energy sector. (Paraphrasing here!) Hence this question. I already own XLE/XEG in different accounts.
Thanks in advance.
Read Answer Asked by Savalai on October 31, 2022
Q: Good morning, what ETF's would you advise for a new portfolio today. Mid age investor, including sector allocations please. TFSA and Non reg'd accounts

Thank you
Read Answer Asked by L on October 31, 2022
Q: In tuesday's globe and mail, Tom Czitron recommeded buying mid term (5-10 year) federal, provincial government, and corporate bonds because they seem to be in the sweet spot between lower risk and higher opportunity, especially if inflation declines and economic growth wanes.
1. Do you agree?
2. Can you recommend names of bonds that fit this bill?
3. please indicate order of buying (best to worse), if any.
thanks
Read Answer Asked by Mary on October 31, 2022
Q: These two "inflation-protected" bond ETFs turned out to be extremely disappointing investments. I don't know whether it's poor investment strategy or some other factors, but these two ETFs didn't provide any intended inflation protection, they behaved just like all other bond ETFs dropping like a cannonball when FED raises the rates. In response to my question on Sept 23, you mentioned that increased distributions may provide some comfort here, but both ETFs decided to cancel October dividend, so stated yields are completely meaningless now. I hold these two in taxable account, do you suggest to continue holding them hoping for a recovery or just to sell them both for tax loss and replace with some other bond ETFs that have better recovery potential? If it's the latter, what replacement would you suggest for STIP and for TIP. Thanks.
Read Answer Asked by Michael on October 31, 2022
Q: I'm down 35% on ZEM & don't know whether I should sell or hang in there. With the increasing US $ & many emerging countries with debt in US $ will those markets continue to fall. I believe that 30% or so of ZEM is China based with Alibaba & Ten cent being larger %ages. These stocks continue to be out of favour in China & are dropping in New York as well. Your opinions are always appreciated.
Dave
Read Answer Asked by Dave on October 29, 2022
Q: Can you compare and contrast these 2 etfs. I've always leaned towards CDZ on the basis that the research shows dvd growers perform statistically better in the long run and thus also paying the higher MER was worth doing. However it seems VDY is performing as good or better and provides a higher dvd stream. I'm thinking I should swap.
Read Answer Asked by Husseinali on October 28, 2022
Q: Hello 5i,
How would you compare these two ETF's in terms of overlap in geography and sector allocation? We have both - initially VXUS for International, then adding IDV for both yield and diversification within International. We also hold ZWE, ZWG, and VEE yet we still need to increase our International by about 1.80 %. Yield is very important to us as these will be used for RRIF income in the very immediate future.
Any thoughts would be greatly appreciated, as always!!
Thanks!!
Cheers,
Mike
Read Answer Asked by Mike on October 28, 2022
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