Q: I read a recent review in Morningstar and this sounded rather appealing. It would be held in a rrif as a conservative large cap hold. As the gurus seem to feel the C$ has gotten ahead of itself would it be a reasonable purchase time, although that probably matters less than the low fee. (Schwab US Dividend Equity)
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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: Given that these two ETFs have almost exactly the same holdings and similar MERs why does XRE have a 5.3% distribution yield and VRE have a 2.45% distribution yield?
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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BMO Covered Call Canadian Banks ETF (ZWB)
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BMO Laddered Preferred Share Index ETF (ZPR)
Q: I own ZWB. When interest rates rise, I suspect that individual high quality rate reset preferreds will have a greater increase in price than ZWB. What do you think? If you agree, please provide the name of a few rate resets with the 5 year renewing base rate. Thanks.
Q: I have Zub to play the U.S banking,mainly for diversification, up a small amount,is this the best way or would just stick to Canadian banks.
Not interested in currency or tax issues.
Thanks,great work,Brad
Not interested in currency or tax issues.
Thanks,great work,Brad
Q: I note that this fund pays a 7.2% dividend and yet all the stocks they have in their portfolio might average 4%. Can you explain how they do this. Their MER is .85
Q: Hello Peter.
I am a income investor with a high concentration in blue chip preferred shares...both reset and perpetual. The later being the larger holding. In theory, when interest rates move the two asset classes...Reset/Perpetual should move in opposite directions. This is not the case. In fact I see them moving in tandem.
I'm looking for an alternative to hedge out my income portfolio. I was thinking an inverse long bond ETF (HTD) might be a good investment to protect my overall balance should there be another rate scare like we saw in January.
Your thoughts?
I am a income investor with a high concentration in blue chip preferred shares...both reset and perpetual. The later being the larger holding. In theory, when interest rates move the two asset classes...Reset/Perpetual should move in opposite directions. This is not the case. In fact I see them moving in tandem.
I'm looking for an alternative to hedge out my income portfolio. I was thinking an inverse long bond ETF (HTD) might be a good investment to protect my overall balance should there be another rate scare like we saw in January.
Your thoughts?
Q: I'm glad you agree with my conclusion of XRE vs US REITS. The heart of my question was on VNQ (my apology for messing up the symbol) and if not VNQ what can you recommend as a suitable US REIT ETF?
Q: Peter and team,
Please comment on BMO US Put Write
Thank you
Please comment on BMO US Put Write
Thank you
Q: hello peter;
could I please have your up to date opinion
for fie?
could I please have your up to date opinion
for fie?
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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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iShares Core Canadian Universe Bond Index ETF (XBB)
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iShares U.S. IG Corporate Bond Index ETF (CAD-Hedged) (XIG)
Q: Hi, 5i.
What are your top picks for fixed income at this time? I have a small position in XBB and that's it.
Thank you,
Robert
What are your top picks for fixed income at this time? I have a small position in XBB and that's it.
Thank you,
Robert
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Loblaw Companies Limited (L)
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Dollarama Inc. (DOL)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
Q: Hi, 5i.
What are your top picks for consumer staples at this time?
Thank you,
Robert
What are your top picks for consumer staples at this time?
Thank you,
Robert
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BMO Covered Call Utilities ETF (ZWU)
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iShares Diversified Monthly Income ETF (XTR)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
Q: Because of my age and possible future need for income, amount and security, I am pondering the addition of the following ETF’s. I am indicating the present and after purchase weighting in my portfolio. ZWU ( 3% - 5%), XHY (1% - 3%), XTR (0% - 5%). My portfolio is reasonably well
diversified with about 95% blue chip (28) common shares. Can you please comment on the appropriateness of my proposed purchases, given your limited knowledge of my portfolio.
The composition of XTR i shares includes other I share ETF’s so if I were to purchase this security I would be effectively duplicating management fees and further increase my exposure to XHY, which is held in XTR.
Thank you for considering this questions
diversified with about 95% blue chip (28) common shares. Can you please comment on the appropriateness of my proposed purchases, given your limited knowledge of my portfolio.
The composition of XTR i shares includes other I share ETF’s so if I were to purchase this security I would be effectively duplicating management fees and further increase my exposure to XHY, which is held in XTR.
Thank you for considering this questions
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BMO Global Infrastructure Index ETF (ZGI)
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BMO Equal Weight Industrials Index ETF (ZIN)
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iShares S&P/TSX Capped Materials Index ETF (XMA)
Q: Of the two ETf's as listed above would you comment on the timing and prospects for these ETF's in the current economic environment with both the US and Canadian governments emphasis on infrastructure spending. With thanks, Bill
XMA and VAW
XMA and VAW
Q: SVR is up strongly in last couple weeks. Is it a good time to buy for a two year old or do u have a better suggestion?
Q: Today you responded to a question comparing CVD to CPD. You discussed the potential capital gains of both, but you did not compare their income. Income from CPD is treated as dividends, and so takes advantage of the dividend tax credit. It occurred to me that CVD distributions would be treated strictly as income and so would not be as tax efficient as the income of CPD in a non-registered account. So would you agree that to maximize income, CPD would be be the best choice? Thank you.
Q: Hi team, in the growth portfolio I am overweight with IWO, about 14% and down 10%. My thoughts last year were to possibly take advantage of a drop in the CA $. That strategy didn't work. Should I sell some and how much or hold?
Thanks for the good advice.
Thanks for the good advice.
Q: Hi, I’m a young professional and just getting started in ETF/stock investing. I’m hoping that you can recommend one Canadian ETF, one international ETF and one stock (preferably one of the big banks or another high dividend paying option). My risk tolerance is medium considering that I may want to sell in 1-3 years for a down payment on a house. Thanks!
Q: You had recently mentioned that you prefer CVD over CPD currently. Can you please explain the difference between the two and why you prefer CVD at this time.
Thank you
Thank you
Q: I hold XHY and XSH in my wife's RRSP. Which of the above would you prefer as an addition? I notice CVD is thinly traded compared to CPD. Another option would be to add to XHY to bring it to a seven percent weighting. Thank you.
Q: BMO EQUAL WEIGHT US BKS INDEX ETF symbol ZBK. What are your thoughts on this ETF? I currently own this ETF .
Dolores
Dolores