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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: Hey there! I'm 29. I have my RRSPs maxed out in index funds, TFSA maxed out in more growth companies (many of your picks and US growth stocks). I'm about to sell my rental property and should have about $100,000 in cash to invest. Looking to grow the money as much as possible, and then turn it into an income source. Will be working for another 2-3 years in a high paying job and then will work part time and pursue other interests and live off my investments. Any ideas on how to invest these funds?
Read Answer Asked by Danielle on May 21, 2021
Q: For a 10+ year passive hold of approximately 25% weighting of total equities investment (mix of registered and non-registered accounts), do you see an advantage of holding EQL vs a straight S&P 500 index like VFV including taking into account the fees differences. And for non-registered accounts- CAD hedged or non-hedged?
EQL feels a little better to me even with the fee but maybe I'm overthinking this one. Thank you.
Read Answer Asked by Jordan on May 20, 2021
Q: Greetings once again and my continued thanks for your steady hand. Can you please suggest an array of balanced fund or high grade dividend fund etfs which can give me exposure to Canada, USA and the rest of the world, in roughly equal portions. KIndest regards, Al
Read Answer Asked by alex on May 20, 2021
Q: For ETFs with smaller AUM (like some Canadian ESG/SRI etfs) what is the most you would invest in that fund. For example would you be comfortable investing $100K in a fund with $10M AUM? Would you look at some other metric or just stay away from smaller funds all together?

Thanks!

Read Answer Asked by Dennis on May 18, 2021
Q: Good morning,

I have some cash and am looking to add more non-Canadian content to my stock portfolio which is 79.5% Canadian stocks. I have only 4.5% in Europe in FEZ (US$) and XEU (C$), and 16% in individual US stocks. I have no emerging markets. I am thinking of adding to XEU because the European market is cheaper than the US and the large number of value stocks in the ETF should benefit from re-opening in Europe. For a balanced investor would it be reasonable to double Europe to 9% by adding to XEU bringing foreign content to 25%?
Read Answer Asked by Ken on May 18, 2021
Q: I happily sold June 18, 2021 calls today against my long XME position. Given that this yielded a, to me, amazing 4.47%, I anticipate a Summer of repeating (I hope) this process. Do you perceive that the metals "surge" is in my favor? (note: being assigned would not disturb me in the least) What is your position on the value of covered call writing for income purposes?
Read Answer Asked by David on May 18, 2021
Q: What are your thoughts on this new ETF: NNRG? What do you think about the manager Eric Nuttall. What about the fees? Do you think it is a good way to get exposure to oil and gas? Or would you go with a couple of oil & gas stocks individually.
Thanks
Read Answer Asked by Steven on May 18, 2021
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