Investment Q&A

Q: I was wondering if there were any market index ETFs that had a DRIP plan associated with them.

Upvote 2

Read Answer Asked by Federico on November 19, 2024

• iShares Core Canadian Short Term Bond Index ETF (XSB $27.20)
  • $27.20 Cap: $3.30B
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• iShares 1-3 Year Treasury Bond ETF (SHY $83.02)
  • $83.02 Cap: $23.88B
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Q: Hello. David Rosenberg is recommending a move to cash and, I think, short duration treasuries (per Globe article published today). What are the best investment vehicles for short term treasuries? And what do you think of his current opinion?

Thanks!

Upvote 5

Read Answer Asked by Robert on November 19, 2024

Q: How will the SGOV monthly dividend be taxed in a RRSP? Is an investment in SGOV essentially as safe as a GIC without the loss of flexibility to cash out? If not, what is an alternative for stashing US dollars with a similar return.

Upvote 1

Read Answer Asked by John on November 19, 2024

• Destiny Tech100 Inc. (DXYZ $27.55)
  • $27.55 P/E (TTM): 24.42X Cap: $2.73B
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Q: Can I please have your view on DXYZ:US?

Upvote 2

Read Answer Asked by John on November 19, 2024

• Miscellaneous (MISC)
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Q: Could you provide two etfs (one for us market and one for Canadian market) in each sector. Thanks

Upvote 8

Read Answer Asked by satish on November 19, 2024

• BMO S&P US Mid Cap Index ETF (ZMID $49.01)
  • $49.01 P/E (TTM): 20.07X Cap: $288M
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Q: Are there any non-hedged ETFs that you would recommend with a focus on mid-sized US companies? Preferably with a focus on safe to moderate risk companies.

Upvote 5

Read Answer Asked by william on November 19, 2024

• NexGen Energy Ltd. (NXE $12.97)
  • $12.97 Cap: $7.52B
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• Cameco Corporation (CCO $130.45)
  • $130.45 P/E (TTM): 106.46X Cap: $57.17B
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• BWX Technologies Inc. (BWXT $212.68)
  • $212.68 P/E (TTM): 64.48X Cap: $18.62B
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• Constellation Energy Corporation (CEG $400.55)
  • $400.55 P/E (TTM): 40.66X Cap: $126.19B
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• Global X Uranium ETF (URA $57.23)
  • $57.23 Cap: $6.28B
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• NuScale Power Corporation Class A (SMR $51.71)
  • $51.71 Cap: $15.22B
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• VanEck Uranium Nuclear Energy ETF (NLR $161.66)
  • $161.66 P/E (TTM): 25.36X Cap: $3.63B
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Q: Can you suggest some good ways to invest in the future of nuclear energy, such as individual stocks or ETFs?

Upvote 8

Read Answer Asked by David on November 18, 2024

• Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR $10.14)
  • $10.14 Cap: $489M
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• iShares Canadian HYBrid Corporate Bond Index ETF (XHB $20.19)
  • $20.19 Cap: $211M
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• PIMCO Monthly Income Fund (Canada) (PMIF $18.40)
  • $18.40 P/E (TTM): 13.4X Cap: $3.72B
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• BMO Money Market Fund (ZMMK $49.90)
  • $49.90 Cap: $5.03B
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Q: I am holding all of the above in my portfolio, along with some equity etfs and a few individual stocks. In seeing your comments on BMO 95290 fund, wondering if i should replace all of these etfs with the BMO fund ? Also, if i should allocate anything to CBO or CVD for diversification.
Thanks! I appreciate your quick and thorough responses!

Upvote 2

Read Answer Asked by Tom on November 18, 2024

• Berkshire Hathaway Inc. (BRK.B $490.83)
  • $490.83 P/E (TTM): 17.0X Cap: $1.07T
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Q: Any idea when the proposed 2x BRK.B etf under symbol BRKX will start trading?

Upvote 2

Read Answer Asked by George on November 18, 2024

• Vanguard Real Estate Index Fund ETF (VNQ $91.13)
  • $91.13 P/E (TTM): 33.61X Cap: $34.41B
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• Vanguard Materials ETF (VAW $204.32)
  • $204.32 P/E (TTM): 23.26X Cap: $2.73B
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• Financial Select Sector SPDR (XLF $52.62)
  • $52.62 P/E (TTM): 21.43X Cap: $53.07B
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• Consumer Staples Select Sector SPDR (XLP $79.34)
  • $79.34 P/E (TTM): 26.55X Cap: $16.08B
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• Health Care Select Sector SPDR (XLV $142.90)
  • $142.90 P/E (TTM): 23.15X Cap: $35.72B
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• Technology Select Sector SPDR ETF (XLK $285.67)
  • $285.67 P/E (TTM): 39.23X Cap: $91.13B
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• Consumer Discretionary Select Sector SPDR (XLY $234.18)
  • $234.18 P/E (TTM): 30.71X Cap: $23.91B
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• Utilities Select Sector SPDR ETF (XLU $92.70)
  • $92.70 P/E (TTM): 19.99X Cap: $22.55B
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• Vanguard Energy ETF (VDE $121.79)
  • $121.79 P/E (TTM): 15.45X Cap: $7.10B
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• Materials Select Sector SPDR (XLB $88.58)
  • $88.58 P/E (TTM): 28.1X Cap: $5.60B
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• The Energy Select Sector SPDR Fund (XLE $85.93)
  • $85.93 P/E (TTM): 15.97X Cap: $25.76B
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• Vanguard Information Technology ETF (VGT $754.00)
  • $754.00 P/E (TTM): 37.24X Cap: $96.23B
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• Vanguard Health Care ETF (VHT $267.50)
  • $267.50 P/E (TTM): 23.36X Cap: $15.45B
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• Vanguard Industrials ETF (VIS $294.44)
  • $294.44 P/E (TTM): 23.75X Cap: $5.97B
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• Industrial Select Sector SPDR (XLI $151.93)
  • $151.93 P/E (TTM): 25.91X Cap: $23.54B
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• iShares U.S. Telecommunications ETF (IYZ $33.19)
  • $33.19 P/E (TTM): 16.87X Cap: $653M
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• Vanguard Financials ETF (VFH $127.96)
  • $127.96 P/E (TTM): 19.45X Cap: $12.78B
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• Vanguard Consumer Staples ETF (VDC $216.53)
  • $216.53 P/E (TTM): 25.49X Cap: $7.73B
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• Vanguard Utilities ETF (VPU $200.93)
  • $200.93 P/E (TTM): 20.32X Cap: $7.25B
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• Real Estate Select Sector SPDR Fund (The) (XLRE $42.02)
  • $42.02 P/E (TTM): 38.25X Cap: $7.78B
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• Vanguard Consumer Discretionary ETF (VCR $388.35)
  • $388.35 P/E (TTM): 27.59X Cap: $6.21B
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Q: Which sector ETFs would you recommend. Please give 1-2 for each sector and reasons why you would like them.

Thanks.

Upvote 22

Read Answer Asked by Federico on November 18, 2024

• BMO S&P 500 Index ETF (ZSP $102.59)
  • $102.59 P/E (TTM): 26.73X Cap: $20.23B
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• iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD $35.26)
  • $35.26 P/E (TTM): 20.01X Cap: $193M
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• Eastfield Resources Ltd. (ETF $0.05)
  • $0.05 Cap: $2M
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $112.90)
  • $112.90 P/E (TTM): 35.05X Cap: $1.92B
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• BMO S&P US Mid Cap Index ETF (ZMID $49.01)
  • $49.01 P/E (TTM): 20.07X Cap: $288M
  • View ZMID Profile
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• BMO S&P US Small Cap Index ETF (ZSML $44.46)
  • $44.46 P/E (TTM): 17.5X Cap: $104M
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Q: Hi Gang
Can you give me a your top 5 ETFs that hold top us stocks

Thanks Mike B

Upvote 17

Read Answer Asked by Mike on November 18, 2024

• Global X Equal Weight Canadian Groceries & Staples Index ETF (MART $23.11)
  • $23.11 P/E (TTM): 16.39X Cap: $7M
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• Global X Equal Weight Canadian Telecommunications Index ETF (RING $19.39)
  • $19.39 P/E (TTM): 16.96X Cap: $244M
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Q: Could I please have your thoughts on the recent Global X etf's, RING, MART and SAFE. These would be for a 3/5 year hold.

Thank you

David

Upvote 3

Read Answer Asked by david on November 18, 2024

• Vanguard Balanced ETF Portfolio (VBAL $36.92)
  • $36.92 P/E (TTM): 1.07X Cap: $4.11B
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Q: Could you suggest an “all in one ETF”? This means investing in one ETF and that is all. Would you recommend doing this? I’ve seen these being pushed in private pension plans.

Thanks.

Upvote 9

Read Answer Asked by Federico on November 18, 2024

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $51.35)
  • $51.35 P/E (TTM): 4.95X Cap: $3.38B
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• iShares Core MSCI Global Quality Dividend Index ETF (XDG $29.77)
  • $29.77 P/E (TTM): 12.91X Cap: $516M
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Q: Which one do you prefer for a 3 year hold?

Upvote 3

Read Answer Asked by David M. on November 18, 2024

Q: What sector do you think has a better outlook for the near to medium term: Oil and gas or banking? I have a bit of capital to deploy and was leaning towards a decent yielding dividend ETF in one of the 2. (If you don't want to be pigeon holed to either/or I could split it between both sectors or if you have a different sector suggestion that's more compelling I'm open to suggestions...)
Thanks very much

Upvote 4

Read Answer Asked by Dustin on November 18, 2024

Q: I hold both etfs (XDIV / ZEB),5% each of my portfolio.10%total.

I want to consolidate and reduce to 8% into one etf.

Considering holding XDIV 8%.

Appreciate your comments.

All the best

Upvote 2

Read Answer Asked by Sergio on November 15, 2024

• Recon Capital NASDAQ-100 Covered Call ETF (QYLD $17.19)
  • $17.19 P/E (TTM): 34.11X Cap: $8.15B
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• SPDR Bloomberg 1-3 Month T-Bill ETF (BIL $91.59)
  • $91.59 Cap: $42.18B
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• Global X S&P 500 Covered Call ETF (XYLD $39.57)
  • $39.57 P/E (TTM): 27.45X Cap: $3.03B
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• JPMorgan Equity Premium Income ETF (JEPI $56.88)
  • $56.88 P/E (TTM): 24.94X Cap: $40.53B
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Q: I have finally sold my Bitcoin from my US RSP at a small loss. After a long hold with no dividend, I would like to purchase US Efts with a 5- 10? dividend a would appreciate your opinions on this. Thanks, James

Upvote 4

Read Answer Asked by JAMES on November 15, 2024

• iShares Russell 2000 Growth ETF (IWO $332.09)
  • $332.09 P/E (TTM): 21.85X Cap: $13.50B
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• iShares Russell 2000 ETF (IWM $248.13)
  • $248.13 P/E (TTM): 16.66X Cap: $70.25B
  • View IWM Profile
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Q: With the U.S. election behind us, and the increase in stock markets, what would you purchase today ? IWO or IWM ? Would you start a full position today ?

Upvote 4

Read Answer Asked by Thomas on November 15, 2024

• iShares Russell 2000 Growth ETF (IWO $332.09)
  • $332.09 P/E (TTM): 21.85X Cap: $13.50B
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• INVESCO QQQ Trust (QQQ $604.21)
  • $604.21 P/E (TTM): 36.04X Cap: $386.83B
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• Vanguard Total International Stock (VXUS $74.46)
  • $74.46 P/E (TTM): 9.63X Cap: $84.92B
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• Vanguard Balanced ETF Portfolio (VBAL $36.92)
  • $36.92 P/E (TTM): 1.07X Cap: $4.11B
  • View VBAL Profile
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• ISHARES TRUST (IUSG $164.43)
  • $164.43 P/E (TTM): 33.5X Cap: $25.19B
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Q: What are your thoughts on the philosophy of a 3 etf portfolio (growth, dividend and foundational) from a retires point of that has the basic expenses covered by pension income. And some etf's you would consider candidates if you were to agree with this philosophy?
As always thanks for your point of view.

Brian

Upvote 7

Read Answer Asked by Brian on November 15, 2024

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $51.35)
  • $51.35 P/E (TTM): 4.95X Cap: $3.38B
  • View XAW Profile
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• BMO S&P 500 Index ETF (ZSP $102.59)
  • $102.59 P/E (TTM): 26.73X Cap: $20.23B
  • View ZSP Profile
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Q: I would like to find an etf in Canadian dollars unhedged, for the s&p 500, and any other unhedged etf you might suggest

Upvote 4

Read Answer Asked by Leon on November 15, 2024