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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: Can you please provide a few bond ETF's that may react positively in a market correction to soften the blow to a portfolio? Thanks
Read Answer Asked by Graham on July 10, 2018
Q: Is there any difference / benefit of holding these in a TFSA vs RRSP (tax wise). I understand the favorable tax treatment to US stocks in an RRSP via withholding tax. What about ETFs that trade on the TSX but hold US stocks?

Thank you!
Read Answer Asked by Kyle on July 09, 2018
Q: Please deduct two question credits.
I would like to buy a small cap index fund. What do you recommend?
I hold CHR since last fall and it is not performing well. Would you hold or sell and if so, why?
Many thanks for your great work,
Jen
Read Answer Asked by Jennifer on July 09, 2018
Q: I wish to add more fixed income to both my Can $ and US$ portfolios. Reviewing recent Q & A has given me information for Canadian options. Can you suggest US$ Etf's for US and/or international exposure. Thanks for your help and continuing good advice. Doug
Read Answer Asked by Doug on July 06, 2018
Q: Hi ? I have done well with RBF1030 (RBC Life Science & Technology).
Do you see a net advantage to replace it with one or two ETFs ? If so, which ones ?
Thank you so much for your clear and concise reply to my recent question on US tech stocks. Most helpfull. Just what I needed.
JD
Read Answer Asked by Jacques on July 06, 2018
Q: What comments do you have about KBWD - Invesco KBW High Dividend Yield Financial ETF? On the surface this Powershares US ETF seems too good to be true with an average dividend of 9% and share price growth from $12.00 USD since inception in December 2010 to a current price of $23.34 USD on July 3rd with a 200 day MA of 22.46. Other than a 25% correction in early 2016, the share price growth has been steadily upward since inception. It has a very high MER of 2.4% but the PE ratio is 9.1, PB ratio 1.04 and beta is 0.754. Are there any reasons to avoid this ETF?
Read Answer Asked by Norman on July 05, 2018
Q: I am interested in purchasing 1 or more of these 4 active Vanguard, ETF's. Can you point me to some good articles and research which would help me determine the %allocation and in which market cycles one product may be most suited. I was thinking of allocating approx. 100K to a combination of these 4. In your opinion can you rank these from 1 to 4 where 1 is the product you think is the overall best.

thanks!
Read Answer Asked by Ian on July 03, 2018
Q: I am looking for a US dollar denominated ETF with a good yield and covering mostly large, stable companies. I was considering SPYV (I like the P/E, yield and expense ratio here) or DVY. Could I have your opinion on these choices? Do you have other suggestions?
Read Answer Asked by Brenda on July 03, 2018
Q: Hi,
I'm rebalancing my portfolio and I am underweight in US equities. Based on current market conditions and high valuations in the US markets I am reluctant to purchase US equities. My thought is to purchase an ETF like XHU that pays a decent dividend. In the case of a market correction I would have the dividend. Your thoughts on this strategy.
Read Answer Asked by Joe on July 03, 2018
Q: To add to Julien’s post from today on bonds. I am in a very similar situation, younger (early 30s) with no bond exposure, all equities in the portfolio. I’d like to start adding some bond exposure through ETFs and did appreciate your suggestions on specific names. My question is, what etf would you say is a ‘one stop shop’ for bond exposure, as I like to keep it to one or two names at most. I’ve seen ZAG or VAB mentioned before. I’d like to keep it in CAD as I don’t want to add exchange risk. The purpose for the bond exposure would be to add uncorrelated assets and reduce volatility. Thank you as always
Read Answer Asked by Aaron on June 28, 2018
Q: I currently hold VYMI for large cap international dividend income. There is a fairly new Fidelity product holding international large cap ( FIDI) . Do you see any advantages of FIDI over VYMI? Do you consider VYMI a reasonable ETF for international exposure? It is down recently. Would you continue to hold this investment? Thank you kindly for a comparison of the above efts and for your comments on continuing to hold VYMI.
Read Answer Asked by Joanne on June 28, 2018
Q: Hi Peter/Ryan
Are there any ethical type ETFs (CDN, US and foreign) or low cost mutual funds that you could recommend? Any thoughts on this approach.

Much thanks
Read Answer Asked by Stuart on June 28, 2018
Q: FAP seems to be a loser, and i am just now starting to weed out the bad and cut back on my stocks. i will be selling FAP, what would be a good stock to replace it with? i am heading into retirement.

k
Read Answer Asked by Karen on June 28, 2018
Q: 5-I,

I am looking for an investment to cover the small cap market in the USA.

1) What are your favourite ETFs that I guess would primarily cover the Russell 2000. I own VTWO but am interested in ones in Canadian dollars, either hedged or unhedged.
2) What are your favourite mutual funds that cover this space?

Thanks

Paul
Read Answer Asked by paul on June 27, 2018
Q: Good morning,
A large portion of my non registered portfolio is comprised of a combination of Mawer Equity funds which over time have all performed very well.

In reviewing the annual performance of these funds, I noticed that the asset under management (AUM) for the Mawer Canadian Equity fund has grown to nearly $3B and that this fund has had difficulty beating its benchmark in the last two years.

My question is whether or not you would recommend switching to another Canadian Equity mutual fund or ETF with a lower AUM amount, lower or equal MER and better performance potential.

Thank you for your thoughts and recommendation.
Read Answer Asked by Francesco on June 27, 2018
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