Investment Q&A

Q: Can you recommend a hedged ETF that follows the S&P 500, but not with the Magnificent 7 having a lot of weight, as I feel these are overbought? I really like ZUE but it has too much Magnificent 7. Looking for 10% appreciation first year including both capital appreciation and dividends.

Q: In my TFSA I hold full positions in BNS and BCE to primarily generate income Want to boost the yield by adding HHL as a medium risk play. Does this make sense to you? Other suggestions for higher yield and medium risk?

Q: Hi,

Do you think that the Growth Portfolio is poised to outperform the balanced portfolio moving forward? You've mentioned in other threads that small caps have underperformed in the past 5 years; is that compared to large caps, or is that compared to an index?

Also, when comparing both portfolios to American ETFs such as VFV, they both seem to underperform. Which portfolio would you recommend for a long-term 40-year hold in a TFSA to maximize returns? Or would you recommend a different investment into an American fund to maximize returns over that same time horizon?

I like the strategy of investing in small-cap stocks for higher growth but also don't want to disregard the balanced portfolio if you believe that small-caps will continue to underperform moving forward.

Looking forward to hearing your thoughts

Q: Up to what % would you be comfortable holding this XHC? I currently have a 5% and thinking of increasing this to 7% as I have no other exposure to the health sector.

Thanks

Q: I need to expand my international exposure and would be holding the ETF in a non-registered account.

What are your top 2 international ETFs (ex-north america?).
What do you think of VIU?

Thanks
(Note I tried sending this in previously but not sure it went through so resubmitting)

Q: which index fund do you feel has the better chance to outperform over the next 1, 3, 5 years? Normally i would side with SPY but considering current valuations i'm wondering if XIU might be the better medium term performer

Q: Do you think that the recent news out of China that they are taking steps to stimulate the economy will have a positive impact on China Etf's and if so what ETF's do you think will it will benefit? Thank you.

Q: what etfs do you currently like the most right now from a standpoint of mers, how market is priced right now. Also can you tell me being new to etfs can you buy a stock etf that has u.s. stocks in canadian dollars and if yes what is your favourite.

Q: Hello- a few months ago I took a full position in IWO and am currently about break even, I'm a bit concerned about the possibility of recession and wonder if there's a US ETF that would not suffer as much in a drooping economy in which the smallest companies get impacted earlier. I'm wondering about VO, for example. Thanks

Q: Please recommend a hedged CDN ETF that invests in infrastructure in North America, that can earn 10% yield in the first year, including both capital appreciation and dividend. Would TINF be one of your recommendations?

Q: I need to increase my international exposure. My plan is to accomplish this through ETFs held in a non-registered account.

1) Can you please recommend two ETFs to achieve international exposure.

2) As a member of BMO Investorline I can access commission free ETFs and I am considering vanguard's VI ETF to increase international exposure. What are your thoughts on this ETF and how does it compare versus the ETFs recommended as part 1 of this question?

Thanks!

Q: I am trying to decide which ETF to purchase for an RRSP. VFV and VIG have been performing well. About a 3 year hold. Any other suggestions?
T Steve

Q: What would you recommend as a safe income generating U.S. Utility sector ETF's? Can you provide me a couple ideas, thanks.

Q: Gentlemen,
Looking for Emerging Asia-Pacific ETF (US).
I am interested mainly for growth.
Your 3 ETF suggestion ?
Thanks
Best Regards

Q: Gentlemen,
I am interested by :
1) Emerging Asia-Pacific ETF (US).
2) Mid Cap US
Please propose 3 ETF for each
Thanks BR

Q: I would like to invest in private equity and credit stocks. Is there an ETF that you would recommend.

Thanks for the great service

Q: Harvest recently launched 4 individual share etf’s which uses covered call and leverage.

The etf’s have only been out a few weeks but the leveraged versions seem to keep up with the individual stocks in terms of price appreciation.


How would you expect these etf’s to perform over the long term compared to the individual stock that it holds?

Would this be a way to get yield and price appreciation? Would you hold these etf’s instead of the underlying stock?

Q: Your thoughts.

Q: Of the two names in the utility sector can you reccommend 1? Looking for diversification in my portfolio post rate cuts. Tickers are PUI and IDU. Is 5% exposure appropriate?

Thank-you in advance.

Q: I asked something about BCAT a little while ago and I now have another question. It appears that the monthly distributions are issued as a return of capital; can you pls confirm if that is the case. And secondly, is a return of capital by a US entity still a return of capital for Canadian tax purposes, or does CRA treat it as interest? I know tax is not your forte, but any info you can provide would be great. Thanks for your excellent service.