Investment Q&A

• iShares Russell 2000 Growth ETF (IWO)
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Q: In addition to 19 specific U.S equities in my portfolio, I would appreciate your opinion on the following which I also own, including comments on any apparent duplication, and suggested additions.
BBH; FEZ; 1WO; SCTY; KRE; XLK; XLF. Thank You.

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Read Answer Asked by Harold on June 22, 2016

• Vanguard U.S. Total Market Index ETF (VUN)
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Q: Can I hold VUN in my TFSA without tax implications or do I need to hold it in my non registered account?

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Read Answer Asked by M.S. on June 22, 2016

• BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF (ZWA)
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• BMO US High Dividend Covered Call ETF (ZWH)
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Q: Could you suggest a Canadian dollar hedged US high dividend, covered call ETF or combination of ETFs to replace ZWH. Thanks.

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Read Answer Asked by Tim on June 21, 2016

• Vanguard FTSE Developed Europe All Cap Index ETF (VE)
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Q: Hi- which CDN $ non hedged European equity ETF's would you recommend and what are there total expense rations and yields. Would you recommend buying before or after the Brexit vote?
Thanks.

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Read Answer Asked by Peter on June 21, 2016

• iShares S&P/TSX Global Base Metals Index ETF (XBM)
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Q: Is it time to add to XBM (global Base Metals Index ETF)?
Thank you

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Read Answer Asked by satish on June 20, 2016

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
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• BMO US High Dividend Covered Call ETF (ZWH)
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Q: I've been considering a 3-ETF portfolio composed of the following.
35% CDZ
45% ZWH
25% ZWE
Comments please.

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Read Answer Asked by Tim on June 20, 2016

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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• iShares Core MSCI EAFE IMI Index ETF (XEF)
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• iShares Core MSCI Emerging Markets IMI Index ETF (XEC)
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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• Vanguard Canadian Aggregate Bond Index ETF (VAB)
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• Vanguard U.S. Total Market Index ETF (VUN)
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Q: I am looking to invest about $200K (non registered) for a minimum of 5 years into a moderate growth couch potato type portfolio. I am 5 years from retirement. I am considering the following portfolio and would like to know if you would agree with these ETFs and distribution.
XIC or VCN 25%, VUN 25%, XEF 20%, XEC 5%, VAB 15%, CBO 10%

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Read Answer Asked by Kimberley on June 20, 2016

• Global X S&P/TSX 60 Index Corporate Class ETF (HXT)
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Q: Do CDZ and HXT etfs together constitute reasonable Canadian equity diversification, or are there serious overlaps or omissions? Thank you

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Read Answer Asked by M.S. on June 17, 2016

• Vanguard U.S. Total Market Index ETF (VUN)
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Q: Hello i asked an earlier questin about an etf for the u.s. Market and you replied with vun. I didn't specify, however that i was looking for an unhedged version. Would the corresponding unhedged version be VTI? I sent a version of this question in earlier but i fear it has got lost. Thanks for the great information!

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Read Answer Asked by joseph on June 17, 2016

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
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Q: Hi Folks
With jitters in Europe regarding Brexit, would this be a good time to initiate a position in ZWE. Yield is close to 8%. How secure do you consider the dividend?
Thanks again
Guy R.

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Read Answer Asked by Guy R. on June 16, 2016

• Knight Therapeutics Inc. (GUD)
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• Vanguard FTSE Developed Europe All Cap Index ETF (VE)
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Q: Is the etf VE okay in my cash savings (taxable) account? There is no more room in my TFSA.
Based on my research, the inception date for FEZ is Oct 15, 2002. The inception date for VE is June 30, 2014. Loblaws became buyable on the stock market January 18, 1956. What is the similar date for GUD? From, Patti.

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Read Answer Asked by Patti on June 16, 2016

• Vanguard FTSE Developed Europe All Cap Index ETF (VE)
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Q: If Brexit happens, I suspect ETFs like FEZ and EZU will take quite a hit (they already are). If that happens do you think these 2 would be good to pick up at bargain rates? Are there other ones you would prefer?

thanks,
Paul

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Read Answer Asked by Paul on June 15, 2016

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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• iShares Core Canadian Short Term Bond Index ETF (XSB)
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Q: This is a follow up to your responses on these Bond funds (XSB CBO). Which would you prefer, and why? CBOs market value seems to erode over time versus XSB. Is this a concern?

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Read Answer Asked by Mark on June 15, 2016

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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Q: Your thoughts about ETF : BXF ( 1-5 y Ladder Gov Strip Bond)
Is it worth it to add in a portfolio instead or with CBO ?
Thank you.
P.

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Read Answer Asked by pascal on June 14, 2016

• iShares Core Canadian Government Bond Index ETF (XGB)
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• iShares Core Canadian Short Term Bond Index ETF (XSB)
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Q: I have some cash parked to build a house and am wondering if I should keep this as cash or invest these in bonds to get some interest. If the latter, what do you think of 50% in XSB and 50% in XGB?

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Read Answer Asked by Mike on June 14, 2016

• Invesco Preferred ETF (PGX)
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Q: I have some US $ sitting in my RRSP account which I am looking to invest. Preservation of capital is important and I am looking into this preferred share etf. Your thoughts please.

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Read Answer Asked by Tabho on June 13, 2016

• iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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• iShares S&P/TSX SmallCap Index ETF (XCS)
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Q: I have made some good gains on XCS(24%) and XIC (10.5%) from the market runup from January. Thanks to your article about small caps stocks from last year. Now I am wondering if I should take the gains, wait for a sell off and buy in again. With most of my stocks I never time the market and its all buy and hold but with XCS and perhaps XIC I am considering taking profits. Or mayble I should just take profits from XCS..Note that the holdings are in a registerd account so tax is not an issue. Your opinion is most valued. cheers, Shyam

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Read Answer Asked by Shyam on June 13, 2016

• Global X Canadian Select Universe Bond Index Corporate Class ETF (HBB)
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Q: Your opinion for this stock is appreciated.Thanks.Ebrahim

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Read Answer Asked by ebrahim on June 13, 2016

• Miscellaneous (MISC)
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Q: Sorry, I should have clarified in my previous question, that I was looking for a Dow etf on the U.S. exchange as I want to purchase it in usd. Can you recommend one?

Since I currently only own IWO i thought the Dow would add a bit more stability and income than an s and p etf. Is this a good strategy?

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Read Answer Asked by Carla on June 12, 2016

• iShares Core Canadian Universe Bond Index ETF (XBB)
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Q: If Harry Dent is right and we are in for a few years of deflation, which Canadian stocks/ETF's do you recommend to see us through it?

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Read Answer Asked by Ed on June 12, 2016