Investment Q&A

Q: My grandson is 21, he has just opened a TD trading account. He will have $12000 to invest now . And he expects to contribute about Seven to two thousand this year. Can you recommend two or three investments to start with. Thank you . Chuck

Q: Hi,
Watching China lately and wondering if it might be a good time to start a position in a related ETF such as those mentioned above. Are these good choices, or are there better ones out there? I believe ASHR is an index sort of ETF, whereas the KWEB is focused on the internet? Maybe there are other, better ETF's? I don't fully understand fundamentals, nor can I suggest I've anything but a rudimentary sort of grasp on the world economic situation - that's your department! I just see some technical signals that might infer these are improving. Looking forward to your comments and as always, much appreciate all your hard work!
Thanks,
Dawn

Q: What would you consider good alternatives to XTR (iShares diversified monthly income ETF) that Do Not use return of capital in their distributions?

Thank You
Frank

Q: Is there a Canadian ETF with a focus on Spain?

Q: Hi what is your outlook regarding base metals such as Copper, Lead, Nickel, and Zinc?

Q: Hi, Would these two funds be too correlated to each other, or too much overlap to hold for at least five years, thanks?

Q: Hi Team,
Can you explain why HMMJ have yield (10% approx), as I understand HMMJ is Pot ETF and I don't see any Pot stocks have yield yet. And HMMJ at entry-point ?
Thanks as Always,
Tak

Q: Hi
I am looking at purchasing a consumer discretionary type stock or ETF. Why would you recommend each one of the above and in which order? Thanks

Q: Hi
I am looking to add a bond etf to my portfolio. I am looking for something with a reasonable yield, that is defensive with some possible growth opportunities. Could you recommend the one that fits that those criterion or if you have a better choice, I would appreciate it. Thanks

Q: Working on the fixed income portion of my portfolio, thinking of the above plus IYLD all at 4.24% except ZAG at 6.36%.
Retired and looking for income, do I need to increase, decrease or eliminate any, or add something better?
Would all of these be best in RRSP?

Q: Hi there, is the John Bogle Vanguard approach to investing a good one? I believe Buffett has a similar approach. Is a 2 US ETF equity portfolio good enough to get growth and global exposure, since many US companies operate on a global scale? Would a 50/50 split between ZQQ and VUN or a split between ZQQ and VFV be better? Can I go 100% into VUN/VFV? Are there better ETFs or is there a better approach to this? Thank you!

Q: I would appreciate your help in simplifying my RRIF fixed income portfolio. I am retired at 73, with about 55/45 equity/income split.primary aim is income and capital preservation. I hold positions in zag 10%, xsh 9%, clf 5%, pmif 5%, tlt 5%, xlb 3%, Xhy 2.5%, srln 2.5%, rbf 1340 4%, mdl240 23% and (sadly) preferreds HPR 3% vrp (US) 1.5% .the rest is cash type investments. I would like to switch the canadian PFD to all US: switch xlb for more TLT. I am gradually decreasing mdl240 which has to be withdrawn overtime for another more flexible short duration ETF. Keeping either xhy or srln which ever you feel would improve the porfolio. I would appreciate your thoughts of these etfs, and percentage allotments to them If there are better choices please share your insight. Please use the number of credits appropriate. Thanks very much Tom

Q: I understand that dividends on US-listed ETFs that hold US stocks, if held in a taxable account, are taxed as interest income. Would the same hold for individual US stocks?
Thank you
jerry

Q: A recent article in The Economist ("Why everybody is concerned about corporate-bond liquidity - Investors expect to find sellers at all times, but dealers lack capacity to buy") predicted that the corporate bond market may be headed for trouble and a lot of BBB rated bonds may become junk. I own VSC ETF which contains about 33% BBB.
Looking at the daily VSC quotes I notice that "bid lots" have been vastly outnumbered by "ask lots" every time I have checked for the last few weeks. Is this a sign that the prices of corporate bonds (and corporate bond ETFs) are due for a drop?

Q: I presume distributions are taxed as income from these funds. Are there any other tax items with these ETF's, such as Return Of Capital?

Q: How does one invest in the Chinese stock market and high tech in particular? I am not looking for a general index fund but a fund with active management that investigates and only invests in hiqh quality growth and dividend stocks in China and with a proven track record.

Q: What can you tell me about this company? I have held it for about 10 years in a registered account. Not sure what the yield is either. Is there another similar bond fund that is better?

Q: Is ZWU a relatively safe place to park money while waiting for new opportunities? What makes it go up and what are the risks? Thanks.

Q: Hello team- am considering buying VT for the global exposure for my tfsa as well as for my non registered account. Questions: 1)what are the tax implications for each account, as well as pros and cons. Of course, your suggestions
of other ETFs (pros and cons) to consider would be most welcome.
Thank you- jane

Q: hello 5i,
I have generally done well with your stocks but I bought tlt:US only a couple of weeks ago. I am already down 4 percent. I imagine I bought at a bad time because it has gone up for the year. Now stock markets are moving up and bonds, I guess are moving down. I am at a bit of a loss regarding how to proceed with this. I suppose I should buy something like gst's with fixed income to make sure i don't lose money. so, the question is what to do with tlt now. Do you still consider it worthwhile in the current situationÉ
thanks