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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 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
Q: Can you give me your opinion on RIT, XUT AND HWF. I am looking primarily for yield but also some growth potential.
Thank you
Read Answer Asked by Bruce on April 03, 2017
Q: What are the your favorite High Income Bond Funds (Canadian, USA and International) - Best Management and volitility
Read Answer Asked by Ron on April 03, 2017
Q: Last February you did a portfolio review for me and it has served me very well. At that time ETF ZUH was recommended for healthcare exposure. Subsequently, I have recently subscribed to ETF & Mutual Fund newsletter. I noticed ZUH is not in your list of recommended healthcare ETFs but XHC is on the list. It has probably been so for a while and just did not notice. Should I switch out of ZUH and into XHC?
Read Answer Asked by Danny-boy on April 03, 2017
Q: I have looked at investing directly in India via ETF'S.
I have identified two, ZID or XID, which would you prefer, or perhaps an alternative.
Or would it be better to do so using a general emerging markets ETF like VEE?
Read Answer Asked by Peter on March 31, 2017
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