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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: Please rank the above ETFs in order of preference for income and safety. Thanks.
Read Answer Asked by Paul W on April 08, 2020
Q: Inspired by the news of Carnival putting out a 12.5% bond coupon, I wonder if this is an area to look into. Carnival may be a risky corporate bond, but I wonder if there are stronger companies caught in debt when the fall came that are offering good returns.

In short, is there an ETF which is focussed on high-grade corporate bonds and is this a good strategy?

I know you are not favourable toward the bond market, so is low-volatility equity funds (like ZLB) a good alternative?
Read Answer Asked by Kevin on April 08, 2020
Q: I have only 5% international exposure right now. can you give me 5 ETF's that have good potential upside coming out of this downturn that could help me balance out my portfolio by region. Asset class not a factor.
Thanks Dave
Read Answer Asked by Dave on April 08, 2020
Q: Peter and team
I was looking for a Canadian equivalent to Russell IWO small cap.
The only one close seems to be ZSML.U. Very small Net Asset Value and likely thinly traded. What are your thoughts and or suggestions.
Thanks
Phil
Read Answer Asked by Phil on April 07, 2020
Q: In the crash, the S&P SmallCap 600 and MidCap 400 have declined more than the larger-cap S&P 500. I am going to begin putting some money in the market and was thinking of going heavily in small and mid cap. With an otherwise diversified portfolio, do you see any big problem with this strategy. I believe they will pounce more than large caps and i will sell and rebalance later. Which etf',s would you consider a good match for this strategy?
Thanks
Read Answer Asked by joseph on April 07, 2020
Q: Hello,

When it comes to bonds and interest rates I am like a deer in headlights. What would a negative interest rate scenario impact an etf like VSB and VSG or a longer term bond fund?
Thank you and stay safe!
Read Answer Asked by Rino on April 07, 2020
Q: I am underweight the following positions: ZDI, CTC.A, EIF, SIS. If I were to add to one of these positions, which would you recommend? For longterm hold. Thank you.
Read Answer Asked by Walter on April 07, 2020
Q: Given that the CDZ ETF holds companies with a 5 year record of raising dividends, I am wondering if there are going to be very many left after this crisis. Best case scenario I think for most companies would be to hold their dividend due to the uncertainty. That leaves a small universe of possible companies to hold and may lead to concentration in Banks and Telcos, maybe pipelines. Any comment?
Read Answer Asked by Earl on April 07, 2020
Q: Defense Industry ETFs: Searching the database I do not find any questions on this subject (ITA, XAR, DFEN, FITE, etc.) Would be an allocation to USA industrial exposure outside of tech. Do you have views, suggestions, insights and/or rankings?
Read Answer Asked by William Ross on April 07, 2020
Q: Peter and team
Mr Burry and others speak about an index fund and ETF "bubble" about to burst.
I am not alarmist by nature, and can see how some smaller "boutique" etfs might dissolve, but I would think that the larger ones that track major indices by BMO, Vanguard etc are as secure as the markets.
Just looking for thoughts and comments

Thanks

Phil
Read Answer Asked by Phil on April 07, 2020
Q: Good morning,
This past week, I've been reviewing each holding in my Non Registered account to identify suitable tax loss harvesting candidates. Before selling any of these tax loss harvesting candidates, I must identify the best proxy replacement.
One my tax loss harvest candidates is XDV which I've held for many years now but like so may other stocks and ETFs these days, is now quite underwater. Although I still like XDV as a core holding and it pains me to sell it, I'm looking at selling XDV and purchasing CDZ as a proxy. Your thoughts on this tentative plan would be appreciated along with any other proxy that you would consider more appropriate. Thank you.
Francesco
Read Answer Asked by Francesco on April 06, 2020
Q: Hi team
I have the RBC monthly income fund, ranked as 4 star by morning star
how does it compare to XTR in a non-registered account for some income and
growth is secondary thanks

I also have a P H & N monthly income fund and could not find the symbol
if you can compared the 3 to hold for income and some secondary growth
it would be appreciated
thanks
Michael
Read Answer Asked by Michael on April 06, 2020
Q: I am beginning to swing trade ETFs. Which do feel more closely mirrors the SPY since one cannot buy the SPX? Feel free to mention others I may have excluded but should be considered.
Putting aside any tax implications or type of account (ie: registered vs non-registered)
Considering the state of the C$ and the price of oil, it would seem more logical to go unhedged , what are your thoughts?
Read Answer Asked by Larry on April 06, 2020
Q: Greetings,

A trader(yes - not an investor) recommended a couple of option selling strategy CEFs funds that can do well in this market. i am not comfortable selling call options myself but understand how they work and wanted to get your opinion of a little bit riskier trade to supplement an otherwise med conservative investor. Looking for dividends in this low interest environment. I expect that companies will start cutting dividends here so need a replacement way to generate income in the short term only.
thanks
Read Answer Asked by kelly on April 06, 2020
Q: Can you recommend a good ETF probably US based, which has companies in the forefront of corona vaccine development/demonstration, as well as corona related testing and diagnosis.
Read Answer Asked by Vinod on April 06, 2020
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