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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 want to reduce tech in my RRSP.
Did very good with XQQ thinking of changing to EQL
Why:
EQL only 13% tech Vs. XQQ 57%
EQL 11 sectors Vs XQQ 8 sectors
EQL higher dividend

Does this make sense?

If any other suggestions please feel free.

Thank You

Mike

Read Answer Asked by Mike on January 27, 2020
Q: Just watched BNN-Daniel Straus and one of his past picks was DQD-T. I couldn't find it on your site. Can you please add it...if possible...thanks.

In the meantime, any thoughts on this product? US dividend fund with a "variable $ hedging", based on quantitative factors. The variable hedging sounds interesting...might take a lot of the guess work out of it.

Thanks for your help...Steve
Read Answer Asked by Stephen on January 27, 2020
Q: These 2 I believe hold the same holdings. ZWH.U trades in USD. I have been tracking those for about 2 months and notice ZWH is up 4.01% and ZWH.U is up 1.60%.
If they are equal should the percentage be the same once the currency exchange is applied. It is not the case and I’m wondering why ?
Thanks
Read Answer Asked by Luc on January 27, 2020
Q: Good morning,
I currently hold BABA.US in my RRSP and was considering a switch to AMZN.US. In an effort to further reduce risk while maintaining a tech component in my overall diversified portfolio, I'm now looking at selling my current BABA.US holdings and buying either QQQ.US or XLK.US which both hold some AMZN.US.
What are your thoughts on this potential move and of the two ETFs mentioned, which would you recommend and why?
I thank you and look forward to your response.
Francesco
Read Answer Asked by Francesco on January 27, 2020
Q: Hello 5i,
I bought too much tlt and i am thinking of selling some in this recent rise in price. could you suggest something less volatile in the us fixed income space? I have enough volatility with stocks and am looking for something steadier with my fixed income side
Thanks
Read Answer Asked by joseph on January 27, 2020
Q: Hello. What ETFs focus 100% on China stocks. Which would you recommend? Thank you.
Read Answer Asked by ANDY on January 27, 2020
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: Hi,
Sorry I should of clarified my previous question. Can you suggest funds that follow the DOW, Nasdaq, S&P 500 and the TSX. Would also like a good gold fund or company. Thank you
Read Answer Asked by Cory 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
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