Q: Hello...thanks again for your great support and advise...i have been looking at the zpr and cpd to take advantage of what looks like a movement in the canadian preferred stocks...could you please comment on these two or possibly a better north american etf that covers this area...i believe with increased interest rates these could possibly be a nice area to move fixed income allotment to ....
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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 hold almost all of the stocks in the 5i Model Portfolio, 10 stocks in the Growth Portfolio and 7 stocks in the Income Portfolio. I also have VUN for some US companies.
I believe I could add some international exposure and I have no bonds.
What would you suggest for an international ETF and bonds? Is this a good time to purchase bonds?
This would be a long term hold, about 10 years in my LIRA account.
Thank you for your great service! Colette
I believe I could add some international exposure and I have no bonds.
What would you suggest for an international ETF and bonds? Is this a good time to purchase bonds?
This would be a long term hold, about 10 years in my LIRA account.
Thank you for your great service! Colette
Q: what happens to XHY following 1st rate increase ...thx
Q: Why is the yield on ZEB one percent lower the the individual bank shares. Am I better off buying the individual bank shares instead. Thank you.
Q: How would you feel about buying IBB on this recent pullback? Already have CXR and PHM in the space. Or would you prefer IWO as a way to pick up a growthy etf at these lower levels? Already have VUN for broad U.S. exposure. How high of a weighting for either would you go up to for a young investor with a long timeframe? Cheers
Q: Hi Peter, can you please comment on the sector risk, geopolictical risk and market timing of these ETF's. QQQ (tech), XLF (financials), IHF (healthcare), EWG (Germany), EWA (Australia). I can purchase some or all or even wait if you recommend? Jeff
Q: considering purchasing cew or zeb...
would appreciate your short term outlook for the major banks (how low do you think they may go?)
I like the idea of cew ( it adds some protection/diversity that is not available with just zeb!
would appreciate your short term outlook for the major banks (how low do you think they may go?)
I like the idea of cew ( it adds some protection/diversity that is not available with just zeb!
Q: Peter and Team:
It will be 3 years until the kids start needing funds from their RRSP, and I am slowly selling individual stocks and moving to etfs to spread risk and reduce volatility.
They have good exposure to US Market ETFs, but all Canadian Exposure is through individual equities. Is now a good time to purchase ZCN (or suggested equivalent)?. Also how do you fell about low volatility ETF's i.e. ZLB vs. broader market equivalents.
Thanks for the great service and deduct 2 if you see fit!
Phil
It will be 3 years until the kids start needing funds from their RRSP, and I am slowly selling individual stocks and moving to etfs to spread risk and reduce volatility.
They have good exposure to US Market ETFs, but all Canadian Exposure is through individual equities. Is now a good time to purchase ZCN (or suggested equivalent)?. Also how do you fell about low volatility ETF's i.e. ZLB vs. broader market equivalents.
Thanks for the great service and deduct 2 if you see fit!
Phil
Q: I would like your comments on HMP vs HBB, CBO & XBB? Would they all react basically the same to interest rate increase?
Thanks, Gilles
Thanks, Gilles
Q: What are your thoughts on this mutual fund? Is there an ETF that you could suggest that is similar to this mutual fund as the cost would be lower. I only want to invest with Canadian dollars
Thanks
Thanks
Q: I am panning to add VGH to my TFSA. The distribution history on the vanguard website shows no eligible dividends. Does that mean that there would be no US withholding tax on this investment, as I thought that the tax only applies to eligible dividends.
Q: They have pretty high distributions.Is that basically return of capital,seems due for cut.
Q: For fixed income portion of portfolio, I was looking at bond ETF. Do the returns include the dividends for eg. Cbo shows 4.4% return since inception. Does this include the 4% divident. Can you suggest some good reading for learning about bonds and other fixed income products. I would also suggest this as a possible topic for a future blog. For a diversified portfolio would you suggest Canadian, US and other international bonds?Thanks very much. Shyam
Q: Hello, could you please recommend a couple of etfs for european or global dividends - diversified or healthcare specific - which are relatively safe and reliable. thank you very much
Q: I am considering investing in the U.S. Financial ETF, ZUB and the U.S. Healthcare ETF, ZUH. Would you agree with these sectors and do you agree with these ETF's or would recommend others?
Thank You
Thank You
Q: Hi. I own this ETF and like it at this stage because it is hedged. Even though our dollar is still going down, I figure that we should be close to the end of the spectrum. What do think of this product? Would you have another product - ETF or mutual fund - to suggest for exposure to the US with the hedge component. As a rule, do US mutual funds managers use hedging? Thanks for the good service.
Q: I CURRENTLY OWNED BOTH ETF AND WONDER WHAT YOUR OPINION ARE OF THESE 2 ETF.
Q: I am looking at DDJ, but the shares do not seem to trade very much at all. Also they have a lot of speculative names in their portfolio. On the other hand, the yield is good at 7.6% and the share price has been stable for quite a while. Are there any other good alternatives to HYB.UN that have more liquidity, less speculative names and comparable stability?
Q: I think the market could be volatile in Sept. so that stink offer concept I like alot for a small investor.
What are a few other stocks or etfs in the US or Canada that dropped alot yesterday and recovered? that I might consider.
Thx
What are a few other stocks or etfs in the US or Canada that dropped alot yesterday and recovered? that I might consider.
Thx
Q: Are ETF really safe ? Two of my portfolio ETF showed strange behavior monday morning. WXM (Morningstar Canada Momentum Index ETF) did trade 15% down for a few minutes. It was worse for the large US SPLV (PowerShares S&P 500 low volatility ETF): The ETF plunged as low as $20, or 46% below last Friday’s close ! This has me questioning ETFs in my portfolio....