Q: Looking for an international dividend ETF for a long term DRIP in my TFSA. Would you recommend ZDI or something else?
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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: Hello 5i,
Could you please advise me which securities to sell and/or lighten up if I was to buy a house. Please take into account the prevailing economic environment. Let’s say the mix is 80/20 stocks to bonds/interest bearing certificates and the securities are evenly dollar-wise represented.
Thank you in advance,
Rick
GUD ENB WSP MG ATD.B PBH SLF DOL AEM KXS CSU NFI MX SU SIS,CSH.UN INO.UN BIP.UN PSLV SBUX VWO VGK VIG,CBO CPD XCB CSU(DB) HYGH LQD
Could you please advise me which securities to sell and/or lighten up if I was to buy a house. Please take into account the prevailing economic environment. Let’s say the mix is 80/20 stocks to bonds/interest bearing certificates and the securities are evenly dollar-wise represented.
Thank you in advance,
Rick
GUD ENB WSP MG ATD.B PBH SLF DOL AEM KXS CSU NFI MX SU SIS,CSH.UN INO.UN BIP.UN PSLV SBUX VWO VGK VIG,CBO CPD XCB CSU(DB) HYGH LQD
Q: Good afternoon!
I am helping a friend move away from mutual funds, and I note on Bloomberg that the "Current Mgmt Fee" for this fund is 2.1%, and the Expense Ratio is 2.61%. Am I correct in thinking this means that 4.71% comes off the top here before valuation?
Also, over 77% of this fund owns other BMO funds, which I assume have their own deductions not included in the above. Is this also a fair assumption? Of interest, it says it is 2% to redeem!
Thanks! … Paul K
I am helping a friend move away from mutual funds, and I note on Bloomberg that the "Current Mgmt Fee" for this fund is 2.1%, and the Expense Ratio is 2.61%. Am I correct in thinking this means that 4.71% comes off the top here before valuation?
Also, over 77% of this fund owns other BMO funds, which I assume have their own deductions not included in the above. Is this also a fair assumption? Of interest, it says it is 2% to redeem!
Thanks! … Paul K
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iShares Core Canadian Long Term Bond Index ETF (XLB $18.75)
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iShares 20+ Year Treasury Bond ETF (TLT $88.33)
Q: Hi,
Is there something similar to TLT in Canada?
Thanks
Is there something similar to TLT in Canada?
Thanks
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $106.13)
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Vanguard Global Momentum Factor ETF (VMO $84.47)
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Vanguard Global Value Factor ETF (VVL $64.77)
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Vanguard Growth ETF Portfolio (VGRO $44.25)
Q: Hello 5i,
I have just opened up a Family RESP (currently ages (-0) and 1.5 yrs) and have been going through the RESP questions as well other questions. I would like to contribute $2,500 this year for existing grandchild and $5,000 next year when #2 comes along.
I think you would agree that at this point it is probably best to start with an ETF? So, given that, could you please give me a couple of your top recommendations for this point in time/cycle/interest rate environment, etc.. Should you feel that some individual equities might work better solo or in combo, any suggestions would be welcome. Based on what I have read, I was leaning towards VGRO, but am not sure that would be your top recommendation, so a couple of ETF and/or equitiy suggestions would be much appreciated!!
Best to all - and, as always, Many Thanks!!!
Cheers,
Mike
I have just opened up a Family RESP (currently ages (-0) and 1.5 yrs) and have been going through the RESP questions as well other questions. I would like to contribute $2,500 this year for existing grandchild and $5,000 next year when #2 comes along.
I think you would agree that at this point it is probably best to start with an ETF? So, given that, could you please give me a couple of your top recommendations for this point in time/cycle/interest rate environment, etc.. Should you feel that some individual equities might work better solo or in combo, any suggestions would be welcome. Based on what I have read, I was leaning towards VGRO, but am not sure that would be your top recommendation, so a couple of ETF and/or equitiy suggestions would be much appreciated!!
Best to all - and, as always, Many Thanks!!!
Cheers,
Mike
Q: I read an article about company spinoffs in cdn moneysaver. Do you know of any ticker symbols for ETFs on CDN or US markets that cover these new companies? thank you. mike
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iShares Core Canadian Universe Bond Index ETF (XBB $28.32)
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iShares Core Canadian Long Term Bond Index ETF (XLB $18.75)
Q: If I had to trim back my equity portion of investment to bond/cash, what ETFs would be good? Right now I'm 100% equity based.
Q: Good day team, I'm looking for a good dividend paying etf that I can contribute to weekly in a tfsa. Ideally I'm seeking a canadian focused eft so I dont have to pay withholding taxes.
Additionally (deduct credits as you see fit), how do you feel about NFI at this moment? I'm thinking about taking a position.
Cheers
Additionally (deduct credits as you see fit), how do you feel about NFI at this moment? I'm thinking about taking a position.
Cheers
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BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $21.60)
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Vanguard FTSE Developed Europe All Cap Index ETF (VE $46.49)
Q: Hi,
I own both these funds. Both are held in a TFSA, and I am looking for "total return". I was thinking of selling one and adding to the other.
1. Is there a lot of overlap between the 2 ETF's? (I noticed on some trading days, they sometimes have a negative co-relation).
2. If you were sell one and add to the other, which would you sell? Or would you simply keep both "as is".
Thanks,
Craig
I own both these funds. Both are held in a TFSA, and I am looking for "total return". I was thinking of selling one and adding to the other.
1. Is there a lot of overlap between the 2 ETF's? (I noticed on some trading days, they sometimes have a negative co-relation).
2. If you were sell one and add to the other, which would you sell? Or would you simply keep both "as is".
Thanks,
Craig
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iShares Russell 2000 Growth ETF (IWO $345.49)
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BMO Low Volatility Canadian Equity ETF (ZLB $58.54)
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iShares Core MSCI EAFE IMI Index ETF (XEF $48.46)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $62.74)
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Vanguard U.S. Total Market Index ETF (VUN $128.61)
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CI Morningstar Canada Momentum Index ETF (WXM $46.02)
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Vanguard Growth ETF Portfolio (VGRO $44.25)
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Vanguard All-Equity ETF Portfolio (VEQT $55.71)
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
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iShares MSCI China ETF (MCHI $63.55)
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KraneShares CSI China Internet ETF (KWEB $36.82)
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Invesco China Technology ETF (CQQQ $57.39)
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Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR $33.68)
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
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
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iShares Diversified Monthly Income ETF (XTR $11.89)
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PIMCO Monthly Income Fund (Canada) (PMIF $18.41)
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
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?
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.74)
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Mackenzie Floating Rate Income ETF (MFT $15.88)
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
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
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Alimentation Couche-Tard Inc. (ATD $73.90)
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State Street Consumer Discretionary Select Sector SPDR ETF (XLY $122.25)
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Vanguard Consumer Discretionary ETF (VCR $405.63)
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
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
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BMO Aggregate Bond Index ETF (ZAG $13.86)
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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.60)
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iShares Core Canadian Universe Bond Index ETF (XBB $28.32)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.74)
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Vanguard Canadian Aggregate Bond Index ETF (VAB $23.10)
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iShares Interest Rate Hedged High Yield Bond ETF (HYGH $86.61)
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PIMCO Monthly Income Fund (Canada) (PMIF $18.41)
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
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
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BMO Aggregate Bond Index ETF (ZAG $13.86)
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iShares 1-5 Year Laddered Government Bond Index ETF (CLF $17.63)
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iShares Diversified Monthly Income ETF (XTR $11.89)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.74)
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iShares Interest Rate Hedged High Yield Bond ETF (HYGH $86.61)
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iShares 20+ Year Treasury Bond ETF (TLT $88.33)
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?
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?
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $174.09)
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iShares Core MSCI EAFE IMI Index ETF (XEF $48.46)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.82)
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Vanguard S&P 500 Index ETF (VFV $170.65)
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Vanguard U.S. Total Market Index ETF (VUN $128.61)
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!