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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: I previously asked why ZPR has decreased lately with the trend for interest rates declining. ZHP the identical fund of US preferred shares is increasing with an increased trend of lower interest rates. Decreasing interest rate trends should increase bond and preferred shares yet the CDN version has not acted liked the US version. I can see no logical reason for these different trends?
Read Answer Asked by Edward on July 23, 2019
Q: I have been looking to add some funds to this ETF- I like the strategy, active management, sector/ smaller number of holdings. Would you still recommend it for a bit of global diversification?
I notice it is called a dividend fund however do not see a distribution from 2018 and the 12 month trailing yield of 0% with an annual payout listed- is this a concern? (the focus really doesn't seem dividend focused) Are there any other actively managed cad$ ETFs with a similar strategy you can recommend
Read Answer Asked by Kyle on July 22, 2019
Q: I recently read your article "Cap-Weight vs Equal
Weighted Indices" in etf-mutual fund letter which generally concluded that equal weighted etf's out performed cap weighted etf's. However, I'm wondering if this is still true if higher MRE's and higher taxes (due to higher turnover) are taken into account. In other words what's the after tax comparison, say if you were in the 40-50% tax bracket? Do you have some idea or do you know some studies on this?

Thanks
Read Answer Asked by Steven on July 22, 2019
Q: The Canadian materials ETF "XMA" seems to have broken resistance from 2017-2018. I see that 50% of its constituents are gold and silver streamers, plus, gold mining companies. I think I like this ETF as a lower-stress asset to bet on precious metals going higher, but instead of betting only on gold miners with XGD, XMA holds other sectors like metal miners. My question is.... what do you think about the other 50% in that ETF? Are those other companies also looking good/better?
Read Answer Asked by Matt on July 22, 2019
Q: I am looking to allocate 10 to 15 % of my retirement portfolio to the real estate market split between Canada and the USA. I would like to keep it to 4 ETF's . Suggestions please.
Read Answer Asked by darcy on July 22, 2019
Q: is there any way currently to short crypto currency? thanks
Read Answer Asked by jim on July 17, 2019
Q: would you consider a position small ..say 1/2 position in VIX S+P 500 index as a decent way to protect our portfolios from a market downdraft from its present all time highs? I;m assuming the market will be lower than current levels at some point in the 6 months and that geo political issues may arise during same period.
thanks as always...
Read Answer Asked by adam on July 17, 2019
Q: How can I make XTR, CDZ, IGRO, CLF & VAB tax efficient? Which should be held in registered accounts and which in non registered accounts and why?
Thanks
F
Read Answer Asked by Frank on July 16, 2019
Q: I am retired and have gone with a strategy of owing Canadian Dividend Aristocrat stocks in my unregistered account and Canadian ETFs in my TFSA. My RRSP and LIRAs holds US ad International ETFs such as VYM. I would appreciate you opinion on this strategy and can you make a recommendation for the best ETF for my TFSA.
Read Answer Asked by Nancy on July 16, 2019
Q: i am interested in an etf that goes up when the s& p (us market goes down) and same for the tsx. the idea is to buy some protection when the market turns ugly. will there be degradation with these etf?( they lose some value as you hole them. i have been suggested sds-n is that a good one or do you have other idea?
Read Answer Asked by brian on July 15, 2019
Q: I'm looking for a low carbon ETF to hold in my RRSP along side CRBN to increase the Canadian weighting. Is there a Canadain ETF out there that omits the energy sector at a reasonable MER? (And maybe there just isn't one because of how big energy is in the index.)

Thanks
Read Answer Asked by Dennis on July 15, 2019
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