Investment Q&A

Q: Hi, I've had some good experience experimenting with $US stocks in that I've experienced gains, but have also noticed the withholding tax on dividends in my cash account. I'm now restructuring a bit by selling off AT&T which has gained and has as well a 5%+ dividend (I'll repurchase in RRSP) and am looking at various ETFs tracking the S&P or specific sectors like banks. My question is whether any of them distribute $US cash dividends which I seek to use for travel in the US. I'm looking at ETFs like ZDY.U, HUBL.U or any others that may have come across your radar. Thank you for your excellent services, they have helped me enormously. Cheers.

Q: What are the basic differences between Pimco's PMO005 and PMIF, and what are the Mer's.
Thank you

Q: Which of the two Tech etfs, ZQQ or TXF would you recommender for a long term hold and why? TXF has a huge dividend.

Is there another CDN deck ETF I should consider?

Q: Which companies are most likely to benefit from block chain technology? How would you suggest investing in this technology, hopefully some Canadian companies included. Thank you

Q: Hello. In a letter dated Feb 26, you stated that HXQ had a better growth potential than ZQQ. Why would that be as both etf’s follow the Nasdaq 100? In addition all funds that follow the same index should perform equally ( ignoring expenses) should they not?

Q: What do you think of SEED (Evolve Marijuana ETF?

Q: In a previous answer you said -
5i Research Answer:

We have nothing against ZDY, it is a large liquid ETF with OK fees of 0.34%. Performance (3 years annualized 22.6%) has been solid.
But my watchlist shows ZDY with a 3 yr return of 9.8%. What is the difference? Which one is correct?
Wayne

Q: I have 1583 shares of CBO @ $19.48 now at $18.43 (3% of portfolio). for a loss of $1664. Dividends are now $552 / yr. I also have 3881 shares of CLF @ $18.57, now $17.84 (6% of portfolio) for a loss of $2838. Dividends here are $1560 / yr. It seems that I am just reading water and I am getting worried of drowning as the ETF's keep dropping down a bottomless pit. I am 71 with 50/50 equity / fixed, the fixed including a GIC ladder and otherETF's. Should I stick with CLF and CBO or is there a more advantageous alternative.
thank you
Stanley

Q: Gentlemen,
What is the risk on MFI ETF ?
I made some research on S&P/LSTA Leveraged Loan Index in ETF US market, there are some but no one has a close numbers to MFI on 6% distribution and on 8% one year return.
I am missing something ?
Thanks
Best regards

Q: Could you please give me your thoughts on investing in the etf MFT. Looking for some stability and downside protection while grabbing some yield.
Cheers everyone (:

Q: Hi there, I am a balanced equity investor with a tilt towards growth and have about a 20 - 30 year outlook. I currently own all Canadian equities in my portfolio and am thinking to add a 15% position in the broader market. For a balanced, growthy investor, which ETF listed on the TSX would be best? Or is there a better alternative you could suggest? Thank you!

Q: Am thinking of purchasing the newly launched bristol gates etf for us exposure. Any comments? Thank you

Q: I'm looking for some safety in European Investments. As a quick way in to Europe's best ZWE seems to have it all (at least what I am looking for; income, some growth, great companys). With a P/E less than 20 and P/B less than 2, and with a high dividend, great ROE in the high teens not bad MER of 0.7%, playing the devil's advocate, what could possibly go wrong?

Thank You

Q: Monthly, my husband and i contribute $200 to a mutual fund(ci select 40i60e, fund code= cig 2245) for my 33 and 31 yr old son/daughterinlaw. contributions 2014 $1800, 2015 $2400, 2016 $2400, 2017 $2400 = $9000 total. value of account December 31,2017 is $9732.00. January 2017 our advisor switched out of ci global asset alloc, ci cambridge global equity, ci signature high income, ci harbour corp class, ci harbour global equity and said having one fund (40i60e) would be best. Their current debt (in total) is a $240,000 mortgage. They want to pay this off before investing in the markets. Should we continue/cease the $200 monthly contributions to the 40i60e fund and buy them something else? To publish or not to publish the ? is up to you. thank you for your time. jane

Q: Hi Peter & Ryan, when using sector ETF's such as Utilities and Health Care, would you take a full position or half in each. Do you have any others than those listed.
As always thanks for your great advice.
Ivan

Q: What are major holdings of FNG ? What is size of FNG. Is this a way to play the FANG Stocks or is there something better ? You said in another answer they can hold up to 50 Companies. Would you recommend a purchase of FNG RAK.

Q: Hello,

I'm looking to add these ETFs to my TFSA porfolio. Do you recommend thses EFTs and if so, how much would you allocate to the total portfolio?

thank you

Q: Just a followup comment to today's Q&A on Hamilton Capital Global Financials Yield ETF as I am interested in product for the global exposure it provides.

The HFY Fact sheets does have the ETF at 9.1% Canada and it also contains REITS at 6.1% and Insurance at 16%
It trades at 1.4x book, is that a concern and why might there be such a premium?

Thanks,
Craig

Q: 47% of XEG is made up of Suncor and CNQ. Whereas the top seven holdings of ZEO are equally weighted around 7-9 % among energy companies.
Can you please provide your insight as to which of the two ETF's will rise more if and when the oil prices will rise? As well, which ETF you will recommend?
Thank you

Q: Is there an ETF covering the Venture 50? Thanks!