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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: The majority of my portfolio is invested in the TSX 60 through XIU. I am working on diversifying my portfolio and thought I would start off with the Real Estate sector and am considering ZRE.

Would you have any issues about selling about $13,000 of XIU to buy ZRE and achieve a 5% allocation in the Real Estate sector?

Also, I noticed that ZRE was dropped from the Model Income Portfolio in July 2017. Do you have any issues with ZRE specifically?
Read Answer Asked by Ray on October 22, 2018
Q: Hello Team,

Is their an American tobaco ETF that covers these 3 stocks that are mentioned in your
5i Research report on the Marijuana Industry? ( Fantastic read).
Plus, all things considered between the 3, which individual stock is the most likely in your opinion to get involved in the Industry?

Thanks,
Stephen
Read Answer Asked by Stephen on October 22, 2018
Q: My target allocation for International Equity is 20% and is made up of just two ETFs (VE and VEE). Do these two holdings provide adequate and broad enough international exposure or would you recommend any additional (or different) ETFs? How would you recommend splitting the 20% total between these holdings?
Read Answer Asked by Steven on October 20, 2018
Q: A month ago I sold both these bond etf’s to capture the tax loss. I’m now looking to rebuy/reinvest these funds. As part of my fixed income allocation I’m wondering if I should repurchase the same or might you have other suggestions in a rising rate environment?
Thank you
Read Answer Asked by Les on October 19, 2018
Q: What are your favorite europe ETF , would probably split 5% of the portfolio (150 000$ total portfolio in RRSP) between 2-3 to get better exposure (euro zone vs euro+uk)(large vs total market)
No hedge etf. 7-10 year horizon

Also, with 30% us , 5% china, 3 % india, 5 europe, 3% XAW, 40% canada, where would you suggest to invest the remaining 14%?

I was thinking 5% japan etf, 3 % frontier etf, 6% basket of EM (to cover taiwan, south korea with minimal china, russia, turkey and brazil allocation)

I have plenty time to manage, so not an issue, but would probably only rebalance occasionally (if worth the fees)
Read Answer Asked by Olivier on October 18, 2018
Q: Are these etf's better to be held in registered accounts for tax purposes. Since there will be ROC when sold, how difficult is it to calculate or are tax forms supplied with that info upon sale. I'd like yo add it to my non registered account to collect the nice dividends but worried about how to handle after a sale. Thanks
Read Answer Asked by Luca on October 17, 2018
Q: Good Morning
Technicals on XBM would indicate that we are entering a growth period for base metals, however, "Bank of Nova Scotia (BNS.TO) on Monday said concerns over Donald Trump's trade war with China is likely to dominate the outlook for commodities in the fourth quarter, predicting the issue could be a drag on markets until the 2020 U.S. election. The bank said that while a new North American trade agreement may decrease uncertainty, the U.S. trade war with China is likely to cut commodity prices for most metals."
What is your stance on base metals for the upcoming period?

Carl
Read Answer Asked by Carl on October 17, 2018
Q: I wanted to chime in on Johns question about bond etf’s. I completely agree with Johns concerns and feel that generally speaking the possibility of capital losses on a bond etf is under appreciated, under reported and glossed over by too many people. I have held VSB and VSC for well over 3 years and my yield to date isn’t even remotely close to covering the capital losses. I see absolutely no reversal in site. That they are more liquid and diversified to me is pointless. I would have been significantly better off in cash, GICs or an individual ST bond that matured and gave me my capital back.
Read Answer Asked by Morgan on October 17, 2018
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