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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: Hi,
I would like to acquire a good cover in US financials. I am looking in particular at iai (iShares U.S. Broker-Dealers & Securities Exchanges ETF), zub (BMO Equal Weight US Banks Hedged to CAD Index ETF), zbk (BMO Equal Weight US Banks Index ETF). Can you explain the difference between zbu and zbk and what would you suggest for a good coverage of US financials with a solid growth prospect ?
Thanks in advance for your valuable assistance,
Jacques
Read Answer Asked by Jacques on December 14, 2017
Q: Would now be the time to buy Japanese equities? I have read that the Japanese currency is at a 30-year low relative to the US dollar which suggests buying a non-hedged ETF. However the only one I can find in Canada is currency hedged(CJP) an iShares product. And it is traded on the new exchange in Toronto which until today I wasn't aware of. I assume that if one buys the iShares Japan( which one can buy with no currency hedging) in the US that there is a 15% hold-back on dividends which may not be much of an issue. What are your thoughts on buying CJP and is there a Canadian version that is not hedged?
Read Answer Asked by John on December 13, 2017
Q: given current markets, what percentage of the above etf's would you hold for fixed income...thanks.
Read Answer Asked by Curtis on December 13, 2017
Q: Hi, for my US exposure, I hold the following 3 US ETFs at the following total percentages:

VTI - 50%
VIG - 20%
IWO - 30%

I have $10K USD to add and I'm wondering whether VTI and VIG are too similar or whether I'm fine to add to all 3 and keep the same rough percentages.

Thanks
Robert
Read Answer Asked by Robert on December 12, 2017
Q: Hello. On Nov. 24, your answer to Steven regarding PHYS and GLD was “but if you want truly physical bullion representation, for crisis insurance purposes, there are better options.”

Would you please elaborate regarding what “better options” an individual investor should consider.

Thanks.
Read Answer Asked by Sue on December 11, 2017
Q: I'm looking to diversify outside of US/Canadian stocks, as this represents the bulk of my portfolio. Can you recommend any international or developing market etfs? Any international etfs with a value investing model? Thanks.
Read Answer Asked by Tyler on December 11, 2017
Q: In response to a recent question you said that VXUS is a very attractive possibility for stocks outside the US. I already own VWO and was wondering whether it would be a compliment to that, or whether there would be redundancy? Isuppose I could ask the same question of a European ETF?
thanks for the great help
Read Answer Asked by joseph on December 11, 2017
Q: PIC.A, CPD, HPR - is there a way of valuing these offerings either with respect to NAV or otherwise?
Read Answer Asked by Mike on December 08, 2017
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