Q: Thanks to Lloyd (5ier) and 5i, I purchased this etf for my mom’’s rrif. I purchased it for the 2020 dec 31 maturity date, low(ish) mer, and ok yield. Since purchasing, the etf has changed names twice and may have new owners- Guggenheim-power shares-, invesco. I have noticed that her monthly payments are never the same but not so bothered by that. Will the mer change? Will the maturity date change? What normally happens when paper is shuffled around like this? Is it a bad sign? If I hold to maturity will there be a capital loss?
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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 am interested in the purchasing Horizon Benchmark ETFs, such as HXS because of the tax advantages. The MER is reasonable at .11% but they charge a swap fee of .30%. I assume that the swap fee added to the MER makes the total fee .41%. This would mean that from a fee perspective VFV is more attractive with an MER of .08%. Given the importance of low fees on total returns will VFV outperform HXS over the long run?
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Vanguard Global Momentum Factor ETF (VMO $79.57)
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Vanguard Global Value Factor ETF (VVL $62.22)
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Vanguard Growth ETF Portfolio (VGRO $43.51)
Q: My son was very disappointed with his financial advisor so I have been asked to assist in the setup of a retirement fund that will consist solely of a RRSP for now. He is very hands off right now, but I hope to change that.
I like Vgro for the diversification, automatic rebalancing and low mer. Can you suggest a companion multi factor or rafi global etf for further diversification. I am having difficulty finding something with reasonable daily volume. Thank you.
I like Vgro for the diversification, automatic rebalancing and low mer. Can you suggest a companion multi factor or rafi global etf for further diversification. I am having difficulty finding something with reasonable daily volume. Thank you.
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BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF (ZWA $27.46)
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BMO International Dividend ETF (ZDI $28.41)
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iShares Global Monthly Dividend Index ETF (CAD-Hedged) (CYH $24.41)
Q: Hi team, I am looking to add some international diversification to my monthly income portfolio. I am looking for monthly income with some potential for capital appreciation. Do any of these funds overlap with each other? Which of these funds or combination of funds would be best for a non-registered account?
Thanks
Thanks
Q: Hi, do you think Kweb would be the best ETF to focus on China internet space? if not what would you suggest?
Q: I am very interested in rate reset preferred shares but this feeling not shared with other investment people. What are your thoughts? Suggestions?
Bob
Bob
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Visa Inc. (V $334.44)
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iShares Russell 2000 Growth ETF (IWO $328.12)
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Financial Select Sector SPDR (XLF $53.33)
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Technology Select Sector SPDR ETF (XLK $286.22)
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State Street SPDR S&P Regional Banking ETF (KRE $62.99)
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iShares U.S. Medical Devices ETF (IHI $64.36)
Q: In what order would you rate the following U.S. equities
I am considering adding to a well-diversified portfolio?
IHI IWO XLK XLF KRE VISA
Thank you.
I am considering adding to a well-diversified portfolio?
IHI IWO XLK XLF KRE VISA
Thank you.
Q: What are your thoughts on VX.US as a means of further diversifying ones portofolio?
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Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR $10.11)
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iShares Floating Rate Bond ETF (FLOT $51.07)
Q: Good morning,
Looking for your insights on fixed income strategies in this environment of potentially rising rates. I have reviewed a number of etf 's which have shown negative returns over the last couple of years. Are they any etfs, bond funds or strategies ( ladderred gic's?) that you feel are suited to what may be a new era of gradual interest rate creep.
thank you
Looking for your insights on fixed income strategies in this environment of potentially rising rates. I have reviewed a number of etf 's which have shown negative returns over the last couple of years. Are they any etfs, bond funds or strategies ( ladderred gic's?) that you feel are suited to what may be a new era of gradual interest rate creep.
thank you
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Amplify Cybersecurity ETF (HACK $83.75)
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First Trust NASDAQ CEA Cybersecurity ETF (CIBR $73.65)
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Evolve Cyber Security Index Fund (CYBR $54.03)
Q: Have read websites,(don't rehash) ,your insights into sector and stocks
Q: What are your views on these ETFs? Would this be a good time to buy these ETFs? Is one safer than the other in a broad market downturn?
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iShares Russell 2000 Growth ETF (IWO $328.12)
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BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $71.62)
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $174.27)
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Vanguard Growth ETF Portfolio (VGRO $43.51)
Q: What would you consider good weightings in a portfolio for the above ETF's? If you were building a fairly aggressive growth portfolio with these as your base what other ETF's would you suggest to get a start on diversifying a bit?
Q: With a large portion of VBAL in fixed income why is the dividend only 1.03%. Is this simply due t the ratio of equity to fixed income or does this fund reinvest some
income or dividends within the fund?
income or dividends within the fund?
Q: I am thinking of switching a high fee low performing global mutual fund to a lower fee ETF to try to improve performance while maintaining global exposure for the long term.
Do you have any suggestions?
Doug
Do you have any suggestions?
Doug
Q: Can you provide a general opinion of the following 2 potential longer terms holds:
CYBR Cyber security ETF)
ECI (Enercare)
CYBR Cyber security ETF)
ECI (Enercare)
Q: Hi there,
I read an article in the globe a few days ago mentioning that this was one of the top performing Canadian listed ETFs. What are your thoughts on this sector and this ETF particularly? If one were going to purchase, would a hedged or unhedged version perform better in the long term?
Thanks!
I read an article in the globe a few days ago mentioning that this was one of the top performing Canadian listed ETFs. What are your thoughts on this sector and this ETF particularly? If one were going to purchase, would a hedged or unhedged version perform better in the long term?
Thanks!
Q: On Berman's call yesterday he suggested holding Horizons Active Floating Rate Bond ETF (HFR) as an alternative to cash. What would be your take on this, pros and cons?
Thank you for considering my question.
Thank you for considering my question.
Q: Hi Peter and Team,
I am thinking of taking a position on IHI and would like to have your thoughts on this etf. Also for US medical industry and for the foreseeable future, does the medical device segment presents a better potential than pharmaceuticals?
Cheers,
I am thinking of taking a position on IHI and would like to have your thoughts on this etf. Also for US medical industry and for the foreseeable future, does the medical device segment presents a better potential than pharmaceuticals?
Cheers,
Q: I would like to add a China Dividend ETF and a China Growth ETF to my portfolio. I would prefer Can$ ETF's. Can you recommend some?
Thank you
Kevin
Thank you
Kevin
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BMO Laddered Preferred Share Index ETF (ZPR $12.06)
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Global X Active Preferred Share ETF (HPR $10.27)
Q: I own some individual rate reset preference shares which pay dividends. I also own some ZPR/HPR shares which pay interest. Why are the payments classified as interest when the income comes from underlying pref share dividends? I can’t seem to find an explanation on any of the websites. Can you clear this up for me. Thanks as always.