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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: Comparing ETF's to mutual funds, the argument is that the higher MER is worth it in the mutual fund because the fund is managed. What are your thoughts on this topic?
Read Answer Asked by Cathy on January 08, 2025
Q: In my US fixed income I have a half a position in TLT. Im down 10% and looking to add to this position or buy another stock with yield and some capital gain. I believe the US bond market is selling another round of bonds today and tomorrow without much interest in long term bonds.

Thanks Greg
Read Answer Asked by Greg on January 08, 2025
Q: Hello

I have been accumulating short term bonds ETFs and ladder ETFs. Now in a new cycle should one focus on accumulating long binds such as XLB. Also do you have a active bond
ETF name you recommend?

Thank you

Thank you
Read Answer Asked by Stephane on January 08, 2025
Q: I own ZWA.TO and it has drastically underperformed anything close to the benchmark dow. IYY, a Dow proxy listed in USD, is up 34% in past year while ZWA is up less than 10% on a price basis. Being a covered call ETF, yielding less than 6%, does not explain this huge %-point performance difference. Nor the fact that it is CAD-hedged. How can it be so poorly managed? What is going on with these BMO etfs? Can you recommend a broad CAD denominated global equity covered call ETF so I can replace ZWA?
Read Answer Asked by Patrick on January 08, 2025
Q: Hi,

My partner has some CAD and USD to invest in a TFSA starting now can you please recommend some ETFs that are CAD hedged and USD that would give diversified exposure and good potential for the next 3-5 years? Thinking Mid-cap ETFs may have room to grow. To balance the portfolio can you also recommend some bond funds as well. Thank you!
Read Answer Asked by Mark on January 08, 2025
Q: Interested in your thoughts .... PIMCO DYNAMIC INCOME FUND (PDI). I've held it for almost 3 years now ...down about 20% on my original purchase price of $ 23.40. I know this is income focused so I've probably made a few dollars (I estimate I've made about $ 8.00 a share in dividends over 3 years .and I'm down about $5.00 per share on my cost). Does this have any chance for recovery to $ 21.00 or $ 22.00 this year. Or do I simply move on and look for something more attractive ... if so, any suggestions on something in USD paying at least a 6% dividend ...stock or ETF.
Read Answer Asked by Randy on January 07, 2025
Q: Hello 51 and Happy New Year! I would like your opinion regarding the following ETFS : VDY, XDIV and HDIV. Considering MERs for each and total return on investment which one in your opinion is a better buy?

Thank you in advance for your response.
Read Answer Asked by Yves on January 07, 2025
Q: I have both ZWU and ZUT in an RRSP account. For the next 5+ years, should I continue to hold both, or only one. If one, please supply your reasons. ZWU pays a much higher dividend, and has ZUT as it's largest holding, but over the last 5 years it has underperformed ZUT. Is it a case of deciding whether I want more potential growth or more potential income?
Read Answer Asked by Grant on January 07, 2025
Q: Hello 5i Research
Is there a etf that I purchase in Canadian dollars the replicates the VGT in the USA.
Thank you
Read Answer Asked by claudio on January 06, 2025
Q: I am considering ETF’s VFV & VSP.

Could you give me your assessment of these two ETF’s.

Would you prefer U.S. or CDN hedge versions? Would there be any tax considerations for either of them?

Would there be other ETF’s that you prefer other than VFV and VSP?

Thank you
Read Answer Asked by kim on January 06, 2025
Q: FINN is an actively managed etf from Fidelity Global. It has a high MER but its returns so far in its short life have been impressive. What do you think of this ETF? What risk level would you place on it?
Read Answer Asked by John on January 06, 2025
Q: Hello
I would like your opinion on managed bond ETF's vs passive bond ETF's? Are they worth the extra fees in your opinion?

Also I have some short duration bond ETF's and 5 year ladder ETF's in my portfolio, should I just sell these and replace them with longer duration bond ETF's?

Thank you
Read Answer Asked by Stephane on January 06, 2025
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