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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 own both of these ETFs and want to drop one to lessen my CAN exposure. I'm leaning towards dropping VDY because it is in my TFSA (ZDV is in a margin) and my portfolio would benefit from cutting some weight in financials (VDY is heavier than ZDV in this sector).
Can an argument be made for keeping VDY?

Just renewed! Thanks.
Read Answer Asked by Ryan on April 10, 2017
Q: I did last year forex trading and have $300. loss do I follow same TAX rule as stock.

If you are not aware of forex rule can you please guide me.

Are you aware of any membership site for TAXES that can give the same service as you do for stocks.

I want to join your ETF membership do I wait until my renewal so both will expire same time or I join now and will expire both at the same time.
Do you have estimated time when you will have portfolio setup for ETF and do you have to be an ETF member to have access to ETF portfolio

Thanks for your help.
Read Answer Asked by Hector on April 10, 2017
Q: I have small positions in zwb and zwc. Would you recommend consolidating into zwc as it has a position in most Canadian banks. Which would you prefer for a long term hold in an rrsp account for income and stability of yield? Thanx for your services.
Read Answer Asked by Steve on April 10, 2017
Q: Is the current yield 1.32% less the 0.65% MER or is the yield after the MER has been taken out? The yield seems low. Is there another ETF in the same Consumer Discretionary sector which has a higher yield?

Usually when companies have a low dividend they are often growth companies. Does this ETF behave in the same growth like fashion?

If I understand correctly XCD is CAD hedged. Are there any US ETF's in the same sector which are not currency hedged?

Thank-you.
Read Answer Asked by James on April 07, 2017
Q: I notice that members often have questions regarding how distributions from their ETF/mutual fund are categorized for tax purposes. I have found the following website extremely helpful:

https://services.cds.ca/applications/taxforms/taxforms.nsf/Pages/-EN-LimitedPartnershipsandIncomeTrusts?Open

Here, one can access the T3 for every ETF available, and can see even a month to month breakdown for those securities that distribute monthly. Very helpful for reconciling ACB and completing tax returns. Please post if you think this will be helpful to other members.
Read Answer Asked by Walter on April 06, 2017
Q: I own this ETF an I am wondering about its behaviour especially taxwise. I received a dividend of about $500.00 at the beginning of this year. Then the dividend was subtracted as a drip but I didn't receive any shares for the drip. I think I read that it was simply reinvested in the pool. I question this as the price went down, not up. Also, this company sent me a T3 tax receipt stating that I had received capital gains of $531.00. It seems to me this ETF is acing very much like a mutual fund. I'd like your opinion please.
Read Answer Asked by christianne on April 06, 2017
Q: Hi guys,

In response to Sam's question,how would you rank these for a long term investment. Right now I am holding VIG.

Thanks,

Jjm
Read Answer Asked by jim on April 06, 2017
Q: Hi 5i team,
Your choice between XEI or CDZ as core in a RRIF with minimum yearly withdrawal and why. What % do you recommend as core holding? 15%, 20%, 25%
What about owing both and if so, what would be the % split? Thanks
Read Answer Asked by Karl on April 06, 2017
Q: For US stock exposure, is it better to hold the CAD or USD version. Does the CAD version have and exchange fees. Does it hedge out currency exposure.
Also as its traded on the TSX, I understand its does not count as a US stock holding so no US estate tax exposure for non-registered accounts. Are there other similar ETF's
Read Answer Asked by Lloyd on April 04, 2017
Q: Hi Peter, could you please suggest a silver etf one in canada and one in u.s.a. Thanks
Read Answer Asked by Alnoor on April 03, 2017
Q: Hi
I am looking for your top pic for Secure High Dividend ETF's - One Canadian Equity and One USA. I am also looking for High Dividend Growth ETF's (Like CDZ) - One More Canadian and One USA
Read Answer Asked by Ron on April 03, 2017
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