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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

I am retiring in the near future and am looking at increasing my income based positions. I am looking for a REIT or ETF. Can you suggest any? Currently I am not holding any.
Read Answer Asked by Stuart on September 21, 2020
Q: Hi 5i
I am looking to add international exposure to my portfolio and would like your recommendations
Read Answer Asked by Peter on September 21, 2020
Q: I own a considerable position in this ETF for exposure to Artificial Intelligence . It has done extremely well but seems to be levelling off . Obviously at 3x index , holding it becomes a crap shoot. UBOT may be too risky . Does it make sense to stay in the sector , or what might you recommend ?
Read Answer Asked by Thomas on September 21, 2020
Q: Hi Folks,

I know your main focus is stocks, but if you have some cash to invest and you don't want it it equities, would you prefer XBB or XSB right now? Or is there another bond fund alternative I should look at for $CDN. This if for a long term hold.

Thank you. Michael

Thank you.
Read Answer Asked by Michael on September 21, 2020
Q: Hi Folks,

I know your main focus is stocks, but if you have some cash to invest and you don't want it it equities, would you prefer AGG or BSV right now? Or is there another bond fund alternative I should look at for $US. This is for a long term hold.

Thank you. Michael
Read Answer Asked by Michael on September 21, 2020
Q: Hello gentleman and thanks for your wonderful service as always. I'm wondering if you can point me in the direction of your preferred ETF's for the tech industry and the pharma industry.
Read Answer Asked by Peter on September 18, 2020
Q: Hi
Thinking of selling XEI down 11% and buying IVOL instead.
Presently I have1% in fixed income.
Your comments and suggestions always welcome.
Thank you
Mike
Read Answer Asked by Mike on September 18, 2020
Q: Hello,
It is OK to have QQQ, VOO and VIG in TFSA accounts ? If not, are there any equivalent Canadian ETFs that are focused on US stocks like them ? Thank you very much.
Read Answer Asked by Yasushi on September 17, 2020
Q: I was looking at the credit Quality of the bonds. 41% are rated BBB. To me this seems quite high risk, considering all the debt that has been issued as of late. This makes up 24% of the Vanguard Retirement Income Fund ETF Portfolio.
Im thinking of selling my BNS430 and purchasing the Vanguard retirement Portfolio ETF VRIF.
Would the risk Factor be equal, and with the high MER would you prefer the VRIF over the BNS430
Thanks
Read Answer Asked by Gordon on September 17, 2020
Q: Rob Carrick reported in the Globe yesterday that Vanguard is starting a new retirement income ETF (VRIF) today targeting 4% yield and expects it to be big. Do you think this is suitable for a later stage RESP investment, and if not could you suggest some specific investments that you feel would be appropriate for RESP's where withdrawals may take place in 2- 3 years. Thanks
Read Answer Asked by Bill on September 17, 2020
Q: Looking at three ARK funds: ARKF, ARKG, ARKK. ARKK appeals most, but I'm concerned about the high concentration (and potential over-evaluation) of Tesla. Which fund would you prefer overall and why? And could you please rate them for risk and potential return? Thank you.
Read Answer Asked by Maureen on September 17, 2020
Q: Is there a CDN version of this? I'm looking for a CDN ETF that can match the growth of TDIV -15% annually for last five years. Ideally with a dividend. Does not have to be technology based. The closest I've found is VFV. Any better choices?
Read Answer Asked by Graeme on September 17, 2020
Q: Hi,

1)What 2 sectors of the economy (not technology) would u be most confident of appreciating in the next five years? Consumer discretionary? Healthcare? Utilities? Banks?
2) I'm a medium risk investor looking a for a US etf with reasonable beta and sustainable growth. Can u suggest 2 or 3? It can have some tech but not be mainly tech as I already own AMZN, Apple, Netflix, Zoom, Shop.
3) Are there any CDN version etf's that cover the same sectors of the US? Can you suggest 2 or 3?
Read Answer Asked by Graeme on September 17, 2020
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