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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: Am looking at adding some QQQ (or similar) in my TFSA but am wondering if now is the best time. Also, I am not as familiar with Invesco and usually go with iShares. They have XQQ but it is in Canadian dollars and hedged. Would IYW be similar to QQQ? Are you quite comfortable with QQQ? Would you be able to suggest an entry price for whichever one you recommend? Thank you.
Read Answer Asked by Kim on September 11, 2023
Q: Hello. My portfolio is currently composed of all equities and approximately 10% cash. I would like to move some money 15-20% out of equities into fixed income. What would you suggest is a simple, yet effective way to achieve this? Invest directly into bonds? Buy a bond ETF? Bond mutual fund? Short or long-term bonds? Corporate or government? Can you suggest some bond ETFs or mutual funds?
Thank-you.
Read Answer Asked by Antonio on September 11, 2023
Q: What ETFs would you recommend to use to represent the international portion of a portfolio? What ones would you use for:
1. Europe
2. India
3. Japan
4. South America
I have excluded China because I don’t trust their reporting. How would you divide that 30% up? Is there any other countries/areas that you would view as investable that I am forgetting.

Thanks in advance.
Read Answer Asked by Brendan on September 11, 2023
Q: I hold ZWU ( significantly),in my RRSP +my non registered account,since my belief was that 1) utilities offer stable yields+ are quite essential even in a recession 2) call options from BMO are made for 50% max of portfolio, so ZWU could also benefit from some growth( in theory ..).But in fact,ZWU share price is in a constant downtrend since the last 10 yrs (17 $ in 2013,10$ now).The dividend is for more than 50% ROC, the rest being mostly eligible dividend.Do the clear fiscal advantage+ the 8 % yield compensate for the capital reduction over those 10 years ?
Read Answer Asked by Jean-Yves on September 08, 2023
Q: Now that I discovered that RBC has opened its direct investing accounts to high interest saving ETFs, I am interested in moving the cash portion of my portfolio. HSAV is interesting because of the capital gains tax advantage. However I noticed that it has been fairly volatile in the last few weeks - swinging by almost 1% in a single day. That is more volatility than I would’ve expected from an investment that primarily holds bank savings accounts that reprice daily. Is there something else going on here?
Read Answer Asked by Andre on September 08, 2023
Q: I was interested in Stifel’s recent bullish long term forecast for commodities. Do you share in their enthusiasm, and can you suggest a favoured ETF and several preferred stocks in the sector. Thanks, Don
Read Answer Asked by Don on September 07, 2023
Q: NVD: If one feels Nvda is due for a price correction, ie drop, would Nvd be a vehicle that would be suitable.
Does it have the decay that many short ETFs suffer.
Thanks
Read Answer Asked by Leon on September 07, 2023
Q: Just read an article in the Financial Post recommending these high yielding etfs.It seems to me to be extremely bad advice for your average investor.Your thoughts??
Read Answer Asked by terry on September 07, 2023
Q: Good morning.

Notwithstanding FX risk, with the drop in the JEPI dividend over the last few months, if you had to choose one right now as a longer term hold, would you go with JEPI or HHL? And why?

Thank you.
Read Answer Asked by Trevor on September 07, 2023
Q: Hi there,

With so many low risk, high yielding ETFs now that are producing better rates than savings accounts, which would be the best to hold in a non registered account, and why?

Thanks!
Read Answer Asked by Michael on September 06, 2023
Q: What are a few relatively safe material sector stocks that my daughter, mid 30's, could thinking about holding in her RRSP for the long term???......thanks for the suggestions as me, I tend to shy away from material sector stocks.........Tom
Read Answer Asked by Tom on September 06, 2023
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