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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 5i,
Can I get your thoughts about any of these 3 ETF's from BMO for a buy and hold investor? Should one be concerned with the relatively low trading volumes? The general performance of all three ETFs look better than their underlying indexes.
The ETF's appear to rebalance/reconstitute semi-annually so my thinking is these might be good as core holdings for a long term investor since they are always suppose to hold the best quality stocks.

Here is the BMO summary of the product;
1. selects high ROE stocks
2. selects stocks with stable year over year earnings growth
3. selects stocks with low financial leverage
4. caps max. stock weighting at 5%

MER Holdings AUM AvgVol Description
ZUQ 0.34 126 330M 7,200 US High Quality
ZEQ 0.45 126 260M 6,400 Europe High Quality CAD Hedged
ZGQ 0.50 330 80M 2,500 All Country High Quality
Read Answer Asked by Ian on January 27, 2020
Q: Peter
I am not to familiar with ETF'S
I just bought a little of CDZ last week i am looking for another one to hold for atleast 3 to 5 years in my TFSA . There are so many around, would you say i will be safe with an utility one or what will you suggest. If you can give me one in the TSX i would prefer it. Thanks
Read Answer Asked by wilson on January 26, 2020
Q: Could you please explain where the best place for a global or US mutual fund or etf is to be held and why?
Thanks
Read Answer Asked by Gregory on January 24, 2020
Q: Could I please have 5 recommendations for investment in Canadian stocks and/or Canadian ETF's focused on the US market. I currently have no investments in the US market in my RRIF. Thanks
Read Answer Asked by Barbara on January 24, 2020
Q: I have a non-registered account, with 8-10 years before the funds are needed. To minimize tax, we would like focus on 100% capital gains, if possible. Can you recommend some ETFs or individual stocks? We have been looking at Horizon's corporate class ETFs. Thanks for your continued excellent non-biased reports!! Grant
Read Answer Asked by Grant on January 24, 2020
Q: Hello Peter , I like divi , performance and low fees on this. What I dont like in VDY is high concentration to FINANCIALS ( and then ENERGY). Do you have any alternate suggestions with bit more rounded of sector holding and offering similar benefits.
Thanks
Read Answer Asked by RUPINDER on January 22, 2020
Q: I currently have about 7 1/2 % of my RIF in bonds and would like to double that position - on the safer end . As a percent of total portfolio (Rif, non-Registered, TFSA) my holdings now are:
CBO <1%
CVD 1.1%
XHY 2.1%
ZAG 3.8%
Could you suggest what else to add or what adjustments to make to the above. Many thanks
Read Answer Asked by Alexandra on January 22, 2020
Q: I have some $ in zwh and I am looking to add either sphd or zlh for more u.s. exposure with capital preservation and income. Would you please evaluate these 3 etf and make a recommendation. Thank you.
Read Answer Asked by Steve on January 22, 2020
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