Investment Q&A

Q: Hello - is there a Canadian currency version of iShares 20+ Year Treasury US Bond ETF (TLT) ? If not, do you have a recommendation for reasonably close ETF in CAD ?
Thanks

Q: Between DLR and DLR.U ,which one should be owned if the US dollar declines, or the CDN dollar rises?
Thanks,
Philip

Q: Awhile back you suggested for my daughter age. 27 the following ..50% VCN,30% VFV,15% XIN and VEE 5%. . IS this still recommended as she has some more funds to invest.and only wants ETF's .Happy Thanksgiving Paul

Q: Good Day,

Assuming that one holds the view that the junior mining space will see greater activity in the next few months/years, and assuming that you do not wish to hold individual positions, but would rather have broader exposure to the sector in general, is there any CDN vehicle other than ZJG that you would recommend?

Thanks

Q: Could you suggest some Artificial Intelligence ETF vehicles? I assume that these will be US based ETF's.

Doug Gameroff

Q: I am considering a cyber security ETF. There seem to two based in the US (HACK & CIBR)and one Canadian that can be hedged or not hedged (CYBR & CYBR.B).

The Canadian listed ones don't seem to have much volume but are also pretty new.

Would you have a preference or one that you would recommend?

Q: I am a retired, conservative dividend-income investor with a company pension, CPP, annuities, Fisgard Capital and the following equities:
1. 17% Mutual funds (RBC Cdn Equity Income, Sentry Cdn Income, Sentry REIT)
2. 10% ETFs (ZLB, XIT, ZWE)
3. 41% stocks (listed above)
4. 32% fixed income (annuities, Fisgard, but not including my pension nor CPP).

I plan to reduce my Sentry Cdn Income holding from 9% to 5% and purchase ZWC. The benefits would be a) saving $1k in hidden MER fees, b) receiving an extra $1k in dividends and c) a better asset allocation. I like the covered call strategy that ZWC provides, as well as the 30 companies inside the ETF.

Question = is this the right ETF product? Are there other Canadian Covered Call ETF choices that offer this diversified asset mix that I should consider? Are their other ETFs that have slightly less financials, less utilities, and more industrials that would result in a better asset allocation for me?

Thanks for your help...Steve

Q: Dear Gentlemen.
I want to add 2%+ on my healthcare sector. I Have GUD 1.5% &IBB 1.5% for at least 5 years. To complete the sector which stock or ETF (C$ or U$) to add to the sector
Thank you.
Best regards

Q: Just sold my house and not planning to buy one within half a year. I am using part of the proceeds investing in 5i stocks. I want to park the rest of the money somewhere relatively safe for a quarter or half a year. Looking at XHY.to, CVD.to, CPD.to, even KWH_u.to, ALAr.to. A bank is giving you nothing. Please advice

Q: Preferred shares usually have an issue price of $25. Would it be correct to assume that in a rising interest rate environment CPD has a chance to climb towards the $25 range?

Dumb question?

Carl

Q: Can you please list a handful of ETFs with >50% exposure to India. Can you please give me your take on the prospects for these ETFs (and India) over the next 5-10 years. Is hedging against currency important to consider?

Q: Peter and Team,

I was curious on your thoughts on the HYLD ETF managed by Peritus. Tim Gramatovich seems like a smart guy with a cautious approach. The yield on the fund is high (approximately matches the yield of the bond/loan book based on a cursory look) and it appears that one would make some money on this holding for the last while considering the NAV and the yield. Your thoughts and a quick confirmation of what you see as the total annual return of this ETF for the last few years would be much appreciated! Looking back 5 years, it looks like the NAV of the ETF got hit pretty hard by the High Yield crisis that was going on a few years back.

Thanks,

Marc

Q: Good morning,

I am interested in an ETF (cdn or us) that will benefit from the new technology used with driverless cars.

thanks

Carl

Q: Your comments on the new etf CARS on the TSX would be appreciated.Is it like all initial offering wait & see or is it a buy now or never?

Q: Hi, In your opinion, which would be a safer investment over a five year time frame, xhy, U.S. high yield bond index fund or Bam.a Brookfield asset management "A" stock, thanks?

Q: I have a question about IWO. ( GROWTH PORTFOLIO). How Would you compare it to Mawer Global small cap. Which one Would you prefer ( considering taxes, fees, performance, expected return). I would like to know this in context of growth portfolio. thanks

Q: Are there tax implications with holding HXS in a TFSA given that the dividends are not distributed? I have no US holdings, and in my (latish) retirement, I've decided I could use some US exposure. Would it be a suitable single ETF to hold? I could hold it in my non registered account if that would be better, or if you can suggest another suitable ETF that could go in the TFSA, that'd be great. Many thanks.

Q: What is your opinion of PSA and FSL as investments? Is FSL low risk?

Q: Hello team:

I saw an article about the new ETFs by Wisdom Tree and Horizon's. DGRC caught my attention.

Any thoughts or opinion on this? Instead of ZDV or XDV or VDY....worth buying this one?
Thanks.

Q: I have diversified my portfolio to include US stocks. Would now like to diversify into European and emerging markets. What ETF's would you recommend? The majority of my stocks are based on your Balanced Equity Portfolio.