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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: My advisor has recommended the following "best current" additions to my diversified portfolio. I value your opinions higher. ZUB RUF.UN ACR.UN WIR.U. IEMG.
In your opinion are these "best to buy" in their areas, and if not, what are your suggestions for better ones? Thank you for your continuing guidance.
Read Answer Asked by Harold on January 29, 2018
Q: hi folks:
what would be your choices for investments (etf or mutual funds) in the commodity space?

specifically is there one holding which covers all commodities from coffee to oils, or would a more narrow focus be better ie. xma, xba ?

because of the 'timing/rotation aspect of commodities in general I would not be adverse to a fund

thanks
Read Answer Asked by Robert on January 29, 2018
Q: I think that the capital losses of CPD in 2015 were because of the BOC reducing the bank rate and the etf owns a large % of rate reset preferreds which do much better in a rising rate environment. Please confirm and explain why CPD also experienced large capital losses in 2008. I didn't think that reset preferreds were around in 2008. Did interest rates increase in 2008 and CPD was composed of perpetual preferreds back then? Thank you 5i.
Read Answer Asked by Richard on January 29, 2018
Q: This is a followup to my question on PSA. For shorter term funds how would you rate the safety/risk between PSA and HFR ? Are there any tax implications in a TFSA for either product .
Also, a suggestion - I notice a number of people are looking for a place to park money with some degree ( including 100% ) of safety but don't necessarily want to get locked into GIC's. Any chance you could do a comparison chart for various alternatives that you feel would be appropriate, including tax impact for TFSA, other registered funds, and non-registered ?
Thanks again.
Read Answer Asked by Alexandra on January 29, 2018
Q: Do not chuckle at my ignorance here please, but my question here is on ETF and Mutual Fund fees bought in self directed brokerage portfolios. If a posted managed fee (ie 1.5%) where does that withdraw fee show up and is it taken our annually or monthly? I never see a charge on my monthly statements for the etf management fees. How are they calculated, on the purchase price or a share value on a set date? Thanks
Read Answer Asked by James on January 27, 2018
Q: As a retired couple looking for div. Growth, not to happy with 5% weight in zgi in our rrif. Could u please give a few better options.
Read Answer Asked by Peter on January 26, 2018
Q: Following up on a question from Greg Jan 24/18 do you have any information regarding how both ETF's compare. I understand that BLCN has many more stocks while BLOK is concentrated on fewer stocks.Fees tend to be the same or almost the same. I realize both funds are very new ,just launched last week and would be speculative but any investment would be a very minor part of my portfolio. Thanks for any guidance. Too early to invest?Paul
Read Answer Asked by Paul on January 26, 2018
Q: I've been looking for an ETF that covers the Blockchain space. BLOK.N from Amplify looks interesting as a managed ETF. This should be much safer that trying to play on the Cryptocurrency side. I'm in the technology space (software) and sort of the exponential growth of unstructured data we now create, I have not seen such a transformational new technology such as Blockchain.

https://www.amplifyetfs.com/blok
Read Answer Asked by Greg on January 24, 2018
Q: Hi,
We need some help with revamping our health care stock strategy. Money not needed for 10 -15 years. Our health care stocks are SIS, GUD, Gilead, and PLI. We are underwater on all except SIS (thx it's been a great performer). I'd like to sell Gilead (owned for about 3-4 years and down 20%) and come up with a better US$ pick since there are so many more options in the states. What would be your best suggestion?
Thanks,
Kerri
Read Answer Asked by KERRI on January 24, 2018
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