Investment Q&A

Q: I was reading something from Paul Merriman where he recommends allocating a portion of your portfolio to a small cap value fund, particularly for investors with very long time horizons as he claims that historically this is one of the best performing categories over long periods. How do you feel about this strategy? I was considering either IWN or VTWV. Do you have a preference between these two and can you suggest a similar ETF for international (non US) small cap value?

Q: I have a fairly large holding of FIE. I like the large dividend and considering adding more to my position. What is your opinion about the sustainability of dividends for this ETF? Do you have any other high dividend stock/ETF you can suggest? This is for my TFSA.

Q: Hi,

Probably a newbie question, however if I don't ask I will never know :)
Can VLB be considered like an hedge against VSB?
My fixed income portion needs to be higher and I currently own vsb.
Or would it be wiser to simply buy something like VAB instead of the other two?

Thanks

Q: For US exposure which would you recommend for a long term hold? Or is a combination preferred?
Thanks for all your help

Q: Which ARK etf's look good for 2021?

Q: Comment on Previous Question
someone looking for a conservative's investment over a three year period.
XTR is not what I would think conservative, This was down 50% in the crash in 2008 and 25% in 2020, this is not a sleep at night investment.

Q: Hi guys! Asking for my parents, hope that's okay, your service has been very beneficial for me. They are currently living off their pension and have $60k in a TFSA that they would like to do something with for the next two-three years. Both roughly 65yrs old. They are looking for both a very safe, and also relatively safe recommendation please. Ideally, they are looking for a fairly hands off approach, where the risk of coming out at the end of it with less than they have is low. They are open to equity investing through a low fee brokerage, or looking at a service like one of the roboinvestor platforms, or anything else you'd recommend. Thanks I really appreciate it!

Q: My Grandson is 10 month old. Looking for a tech ETF for his RESP. Would you list your number 1 - 4 picks.

Q: Happy New Year Peter,
which one of the following clean energy ETFs would you choose and WHY?
QCLN NASDAQW Clean Edge Green Energy ETF
or
ACES Alps Clean Energy ETF
Is clean energy a good sector to be invested in for the long haul?
Thanks
Ron

Q: Thx for mentioning these 2 actively global managed mutual funds in March for my RSP. I am looking for 1 more that 5i likes. I prefer a global mutual fund with a reasonable MER. Thx

Q: I own XEI in a TFSA and am looking for better growth prospects with an ETF or MF. I prefer CDN denominated but with some US holdings is fine. Thanks Cal

Q: Anticipated a double bottom last March that never happened. Our RESP currently is 40% cash with 5 years to go before withdrawals. VBAL is the largest holding. Current valuations are holding me back from putting new money into equity index ETFs. The RESP has money in ZUT, up 32% and ZRE, up 12%. I am considering adding to these favoring ZRE because of its valuation. Do you concur? I would welcome some other alternatives, but I want to stay away from individual companies.
Thank you

Q: TPAY is a TD income ETF. Do you have an opinion re: a place to store cash for 6 months? Thanks!

Q: Hi,
What's your perspective on this fund? Also, is there a Canadian equivalent to ARK funds? Is TEC.To similar to ARK in Canada?
Thanks

Q: Hi Team,

What are your thoughts on this ETF for a long term hold for growth potential?

Regards,

Q: I have $250000 to invest and I am retired. I want dividend income and want to diversify outside of Canada. Any suggestions on ETFs that are domiciled in Canada but have exposure outside of Canada and allow Canadian dividend tax credit? I already have a lot of Canadian exposure.

Q: This is about Value play through ETFs.
Two questions. Assuming that Value as opposed to growth is going to get traction in 2021.

1. Small cap value or Large cap value going forward.

2. Which ones from my picks above you think are worth considering. Any favourites?

Thanks

Q: I’m looking for a fintech / e payments sector etf and just wondering what my best options are and also if there are any Cad hedged versions? Thanks

Q: I am 60 years old, and I don't need the upcoming major problems that the world central banks are creating lead to the destruction of my retirement. So I am diversifying.

I currently hold the traditional Canadian dividend paying stocks, growing exposure to Emerging market ETF's, Gold bullion / ETF, commodity stocks, Infrastructure / Renewable Energy via the Brookfields, a few big name US stocks, and now entering the crypto world.

Here is my question: I read a recent article on Cathie Wood - CEO of Ark Invest. She claims:

"Seeded during the tech and telecom bubble more than 20 years ago, the five main platforms of innovation that we think will transform the global economy are: DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technology. These involve 14 technologies including gene therapies, 3D printing, cloud computing, big data analytics, and cryptocurrencies."

I already have a pension from a Robotics-related company, and I am investing in crypto. Do you have any recommendations for anything else from what she mentioned, in which you would share her outlook? I have both CAD and USD accounts. Could be company or ETF - big or small.

Thanks.

Q: Hi,
On Jan. 5, Paul asked about an alternative to PSA at TD. Your suggestion was HISA but as you say, you don't know all the products at each brokerage. HISA is not available for online trades. All I've found at TD in this category is TDB8150 TD Investment Savings Account (no load) under mutual funds, which pays only 0.25% right now.
Michael