Q: Good morning,
I have a few questions on bond etf's:
Could you please offer your feedback on bond etf's and specifcially XSB, both as a long term holding in the current environment as well as a place to park cash that may be needed over the next 6 to 12 months.
Also, any feedback on XCB and XGB would also be greatly appreciated.
Q: Hi team:
I am looking for an ETF for the S&P 500, the question is whether or not it should be hedged due to the Canadian dollar fluctuation,
which ETF if good for this purpose ?
could you also suggest an ETF for the US tech and US health care?
All are for long term holds,
Is IWO also a decent hold to generate some dividends (from US)
thanks!
Q: I was wondering if you could give the ticker symbol for the i-shares Global Industrail that was mentioned in a question yesterday. I'm unable to find it. Thank you.
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Asked by Mary Jean on October 22, 2013
Q: Thanks for your excellent site.
I would like to invest 20% of my RIF into a Balanced (or other low risk alternative)ETF or MF to replace my Bond investment and improve the return of my portfolio.
I do not depend on my RIF for a living and my risk tolerance is average.
Your view and advise please
I am a timid do-it-yourselfer Senior and do appreciate the service that you and your team provide.
My question is about the treatment of an ETF, by the CRA, that is sold on both the TSX and NY, under different symbols. My example is the Vanguard ETF VIG and VGG, and there are others. They are both the same fund since VGG holds VIG as its sole holding. However VGG is sold on the TSX in Cdn dollars while VIG is sold on the NY exchange in US $. VGG is not hedged. Is VGG treated as a Canadian ETF and if so what implications does that hold for tax purposes since it has US holdings. They each pay a dividend in US$ and I would assume there would be a 15% withholding tax on each of them. Perhaps you might also comment on the requirement by the CRA to state whether or not one has $100 000 in foreign assets on one's tax return and what implications if any there are with purchasing either of these type of twin ETF's into one's portfolio. I would appreciate any clarification that you might provide.
Q: Hello i5,
Can you recommend any unhedged ETFs that focus on large cap and mid cap US equities, but in Canadian dollars? Thanks very much. Great site.
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Asked by Linda & Vic on October 19, 2013
Q: On WXM, the Momentum ETF, the NAV when assessed in May was $8 mm. Now it is $36 mm. Do you consider this still too small and if so at what point would it be deemed to have adequate liquidity? I see the portfolio of 30 names has many components of the 5i model portfolio and I like the concentration of stocks. Thanks, J.
Q: Comment on FND;NYSE ARCA, FIRST TRUST DOW JONES INTERNET INDEX FUND. Mentioned by D. Burrows on Market Call recently.
It seems to have merit for exposure to high priced US stocks such as Amazon and Google Thank you Alan W.
Q: Hi team:
I have some XTR in my RRSP as part of the income portfolio
I came across CBD, ishares Balanced Inc core portfolio;
it has some exposure to US and Cdn equity and about 40% in fixed income, morning star gave it a 4 star rating
What do you think of putting 1/3 of my RRSP in CBD and 2/3 in XTR ?
Thanks!
Q: A recent article in the Globe and Mail commented on CBD an etf which appears to own the world in both stocks and fixed income. Too much diversification? What is your opinion?
Q: PPLT Platinum ETF What do you think of platinum at this point? With your theme of liking car parts makers and as I am (mostly) out of gold I am looking over this ETF. Or is the another platinum ETF you prefer more?
Q: This is an answer to Michael's question about NAV. The NAV for FXM is $13.46 and WXM is $12.56 (both Oct. 15).
TD Waterhouse provides a pretty good evaluation site and here is the link
https://research.tdwaterhouse.ca/research/public/Stocks/Overview