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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 curious about the yield on HEP. It is around 9% currently. I understand how selling calls can generate nice yields (and the trade off can be in price appreciation) but I am wondering how one would try and understand the consistency of this yield moving forward? Put another way, what kind of yield can one reasonably expect over the course of say 2 to 5 years? And do you have information regarding the avg. yield in previous years? Thank-you for your help.
Read Answer Asked by Alex on January 19, 2017
Q: We I currently own vfv in my husbands Rrsp account and have done quite well. Since he has now retired we are slowly repositioning his portfolio from income / growth to more income with safety we are thinking of selling vfv and purchasing a covered call etf that would still provide exposure to the us market. Do you think this is a wise decision,and if so what do you think of the Bmo Zwh? And which one would you purchase at this time-ZWH or ZWH.u? Are there other consideration we should be thinking about? Thank you
Maggie
Read Answer Asked by Maggie on January 18, 2017
Q: Hello,

Over the past several years I have put together an adhoc portfolio with the following allocation:

ZEO (oil) %4
GIB.A %36
GILD %11
VOO %27
VSP %9
VIG %13

My goal overall is to build a long term growth portfolio (25-30 years) with some stocks mixed in. Any recommendations on how or if I should re-balance this? In your opinion is there anything I should move away from or that may be missing from this portfolio that I should add for long term growth? (ex. emerging markets or a global equity market index ETF).

If so, you could please provide a couple I should consider? I have a lump sum that I plan to contribute to the portfolio over the next 60 days.

Thank-you very much in advance!
Ryan
Read Answer Asked by Ryan on January 18, 2017
Q: I am looking at moving a significant chunk of our retirement money into either/both the Tangerine Equity Growth Portfolio and the Tangerine Balanced Growth Portfolio in an attempt to follow the 'one fund solution'. What are your thoughts and are there alternative index funds you think may be a better bet. This is my first question (membership was a Christmas prezzie from my dad)!
Read Answer Asked by Chris on January 17, 2017
Q: It has been suggested to me that a high percentage of one's investments should be made outside Canada as this is what most pension funds do since Canada is such a small part of the world's capitalisation. Do you concur with this belief re investing? In Canada, in particular, and in the US, to a lesser degree, I have a wealth of information about specific companies. In the rest of the world it is difficult to obtain good information and to buy except through ADR's. Thus my best way to invest is through Mutual Funds or ETF's. It seems to me when I look into Global ETF's that none that I could find matched the long term performance of MAW150. Since I tend to hold an investment for a long period of time, short term fluctuations in value are of little concern. My biggest concerns are the MER of 1.74% per annum and the possibility that Mawer will not match future performance with past performance. Is there an ETF that has a good track record or a different Mutual with a low MER that matches or beats MAW150? If MAW150 is the best, then based on your response, I may purchase up to 25% of my assets in it. With this change in asset mix approximately 50% of investments will be outside of Canada. Thank you. I value your opinion very much.
Read Answer Asked by ED on January 17, 2017
Q: I'm seeking your view in regards to my grand kids RESP's. One is now 11 and the other is 16. I have been fully contributing over the years and using a growth with small div selection method. I have good 20% plus returns overall. Last year was very good. ECI,ENF,BRE, SIA,DIV, AND CHE.UN are equally weighted holdings. As the older one approaches graduation should I be starting to ease up on stocks and using forward years contributions more on ETF's and less risk oriented holdings. I cannot really bring myself to using bonds at this time. I do want to protect what I have gained for him.Something like a ZUT,or ZPR for this year as opposed to another stock perhaps. Thanks as always guys
Read Answer Asked by James on January 17, 2017
Q: Since many of the ETFs have a very low market cap and are thinly traded, is there usually a market maker for each fund or is the investor at the mercy of a possibly large spread in the bid/ask making it difficult to exit large positions? If there is some bad news that affects a sector ETF, the door could be too narrow for all the investors wanting out.

Thanks in advance ...... Larry
Read Answer Asked by larry on January 16, 2017
Q: Hi, I plan to create a small portfolio by combining both global momentum and global value stock etfs in equal proportion. For the etfs, i plan to use vanguard momentum etf(VMO) and vangurd value factor etf (VVL). My time horizon is 12 years. My aim is to get better result than the bench marks while getting global exposure. Is this a sound strategy? Thanks
Read Answer Asked by Ron on January 16, 2017
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