Q: I'm interested in REITs in general (looking for income as a new retiree), but would rather invest in an ETF than try to pick winners and losers myself. RIT appears to have a good track record and yield of 4.68%, yet net assets are just under $400M. Is this relatively small asset base cause for concern? Thank you.
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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.
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BMO Low Volatility US Equity ETF (ZLU $57.14)
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iShares MSCI World Index ETF (XWD $105.61)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.66)
Q: Hi Guys
I am about to receive about 500k inheritance . I would like to invest it for income. I was thinking of just buying CDZ or would you recommend a basket of equities. My wife and I are both in our early 60s.I have a self directed account with Action direct. Thanks in advance
Mike
I am about to receive about 500k inheritance . I would like to invest it for income. I was thinking of just buying CDZ or would you recommend a basket of equities. My wife and I are both in our early 60s.I have a self directed account with Action direct. Thanks in advance
Mike
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iShares S&P/TSX Composite High Dividend Index ETF (XEI $30.59)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.66)
Q: What’s your view of this ETF for dividend income and stability. Or would you recommend a different one. Also is this best to hold in a non registered account.
Thanks
Thanks
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $165.33)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $59.52)
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Global X Nasdaq-100 Index Corporate Class ETF (HXQ $95.00)
Q: In response to a question this morning regarding ZQQ, XQQ, and HXQ, you stated that the fees for HXQ are lower than the other two. Are the swap fees included in the overall fees? Do the swap fees cause a drag on the return of HXQ?
Thank you.
Thank you.
Q: Hi 5i: Came across a new ETF offering from BMO ... ZGRO which just launched Feb 15th. Am assuming it is very similar to VGRO However, I cannot locate any information on the BMO website regarding holdings, sectors, mer etc. What information do you have ?
Thanks, Steve
Thanks, Steve
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $165.33)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $59.52)
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Global X Nasdaq-100 Index Corporate Class ETF (HXQ $95.00)
Q: which of the 3 ETF listed do you like the best? I am looking at buying the HXQ as it is not hedge but notice from reading the liquidity is not very good so if there was a problem would it hard to get out of this ETF if needed?
Thanks
Thanks
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Dynamic Active U.S. Dividend ETF (DXU $68.30)
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Dynamic Active Global Dividend ETF (DXG $73.39)
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Dynamic Active Global Financial Services ETF (DXF $52.90)
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Dynamic Active U.S. Mid-Cap ETF (DXZ $12.95)
Q: What are your views on each of these relatively new ETFs.
Their returns since inception appear to be impressive 19.9%,19.4%,10.8%,& 9.8 respectfully.
Possibly, investable in my wife's RIF?
Their returns since inception appear to be impressive 19.9%,19.4%,10.8%,& 9.8 respectfully.
Possibly, investable in my wife's RIF?
Q: Recently, I selected FXI for Chinese company exposure, however, ASHR might be as relevant.
I appreciate your opinion and preference.
Thank you!
I appreciate your opinion and preference.
Thank you!
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Global X S&P 500 Index Corporate Class ETF (HXS $93.20)
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Global X S&P/TSX 60 Index Corporate Class ETF (HXT $76.75)
Q: I manage a portfolio for my mother and I am looking for an investment which will NOT generate any income (Interest or Dividends). This will be about 20% of her portfolio and reside in a non Registered account. I have come up with the two ETF's above to provide diversification in both CA and US. Would there be better alternatives I could consider in individual stocks or other ETF's. All other investment's are in TFSA and RRIF accounts and she will never need the capital. So this is a long term investment.
Q: I have an existing bond allocation in ZAG in registered accounts. However, in order to maintain an appropriate asset allocation I need to start holding fixed income in a corporate cash account. Do you have any concerns using HBB for this purpose (e.g. size, liquidity, etc)?
Q: I’m looking for a US$ etf for the financial sector. This will be held in a taxable account. Any suggestions would be appreciated.
Thank you
Thank you
Q: I currently hold this in my RIF and am down about 10% I need to sell something this year for my annual withdrawal and so would like your views on this ETF.
Thanks, Lesley
Thanks, Lesley
Q: Please advise what the payout is and if it qualifies as a Canadian dividend for tax purposes in a cash account.
Cheers, Doug
Cheers, Doug
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Horizons Enhanced Income US Equity (USD) ETF (HEA.U)
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Fidelity Global Monthly Income Fund Series A (FID1822 $17.47)
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BlueBay Global Monthly Income Bond Fund Advisor Sr (RBF894 $8.48)
Q: Goodmorning
My Grand Daughter has the following funds in her RESP> She has sufficent funds in each to pay for all costs associated with each of the 3 years of her education. Which would you sell 1st 2nd 3rd over the next 3yrs and would you suggest selling any and if so what would you replace them with?
Thks
Marcel
Plse take 3 credits
My Grand Daughter has the following funds in her RESP> She has sufficent funds in each to pay for all costs associated with each of the 3 years of her education. Which would you sell 1st 2nd 3rd over the next 3yrs and would you suggest selling any and if so what would you replace them with?
Thks
Marcel
Plse take 3 credits
Q: Was hoping to get your thoughts on XLY not XYL
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.56)
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iShares Diversified Monthly Income ETF (XTR $11.63)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.88)
Q: I hold about 3% in XHY and CPD in a registered account. I'm wondering if selling those and moving to XTR would be a prudent move? XTR adds diversification beyond the two I currently hold.
Thanks....
Thanks....
Q: I am interested in investing in this US etf SRVR which holds 45 percent of its funds in American Tower, Crown Castle, and Equinix mainly for the anticipated rollout of 5G. Bill Gates has just recently bought into Crown Castle. This etf has only been on the market since last May but has a 15 percent return to date. Can you tell me if this etf looks good as opposed to buying individual stocks as I prefer the etf basket approach. Thanks.
Q: can I get your option of this mutual fund it has outperformed the s&p for the last 10 years and looks like a good way to participate in the u.s. economy...if you do not like it could you please give an alternative to this....thanks...gene
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TD U.S. Mid-Cap Growth Fund - Investor Series (TDB974 $147.84)
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TD Health Sciences Fund - Investor Series (TDB976 $111.28)
Q: I hold both of the mutual funds in my rrsp. I have the option of switching to the D series or is there a ETF I could buy instead?
Thanks
Greg
Thanks
Greg
Q: Good Div,, Low Beta, Your thoughts on risk and longer term holding of this stock in my Income Portfolio ? Thx