Q: Hi Peter. In your FP article yesterday, you mentioned that small caps have led the market out of its slump. Which small cap mutual fund would you recommend? Thank you very much for your response.
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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.
- Canoe EIT Income Fund (EIT.UN)
- Blackstone Mortgage Trust Inc. (BXMT)
- iShares International Select Dividend ETF (IDV)
- Global X SuperDividend ETF (SDIV)
- Cornerstone Strategic Value Fund Inc. (CLM)
- Recon Capital NASDAQ-100 Covered Call ETF (QYLD)
- STARWOOD PROPERTY TRUST INC. Starwood Property Trust Inc. (STWD)
- Medical Properties Trust Inc. (MPW)
- PIMCO Dynamic Income Fund (PDI)
- PIMCO Dynamic Income Opportunities Fund of Beneficial Interest (PDO)
- Global X S&P 500 Covered Call ETF (XYLD)
- BlackRock Innovation and Growth Term Trust Com Shs (BIGZ)
- JPMorgan Equity Premium Income ETF (JEPI)
- Invesco Optimum Yield Diversified Commodity (PDBC)
Q: I’d like to start a position in one or more income funds that offer a very high yield, but I’m not sure which ones to choose. As of Wednesday Oct 5th, these are the indicated yields I’ve found:
CLM 23.92%
PDBC 20.65%
SDIV 15.31%
QYLD 14.19%
RYLD 14.05%
XYLD 13.05%
BIGZ 11.01%
JEPI 10.94%
PDO 10.90%
PDI 10.79%
BXMT 10.38%
MPW 10.17%
STWD 9.84%
EIT.UN 9.42%
IDV 8.15%
Would you recommend any of these or do you have other suggestions? Are any of them too risky if the bear market deteriorates from here, or can they all be held long term? Are some of these yields too good to be true, like CLM and PDBC? Thanks for your thoughts.
CLM 23.92%
PDBC 20.65%
SDIV 15.31%
QYLD 14.19%
RYLD 14.05%
XYLD 13.05%
BIGZ 11.01%
JEPI 10.94%
PDO 10.90%
PDI 10.79%
BXMT 10.38%
MPW 10.17%
STWD 9.84%
EIT.UN 9.42%
IDV 8.15%
Would you recommend any of these or do you have other suggestions? Are any of them too risky if the bear market deteriorates from here, or can they all be held long term? Are some of these yields too good to be true, like CLM and PDBC? Thanks for your thoughts.
Q: I have this fund and would like your opinion on it. Also what etf could I replace it with? Fees seem Hi. Thanks James
Q: Could you please offer an opinion on two Manulife funds, both managed by Alan Wicks. Both monthly high income funds, one Canadian MMF1040 and one US MMF9927. Not absolutely positive on the ticker numbers, they seem to have so many versions? My wife's advisor has suggested switching her accounts from the Canadian to the US version.
- Vanguard Growth ETF Portfolio (VGRO)
- Fidelity Greater Canada Fund Series F (FID1646)
- Fidelity Global Growth Portfolio Series F (FID2606)
- Fidelity Global Innovators Class Series F (FID5982)
- Fidelity Founders Class Series F (FID6283)
- iShares Core Growth ETF Portfolio (XGRO)
Q: Please rate these mutual funds and suggest 2 options for each from Fidelity that you would choose instead if a rating is poor to fair.
Q: Hello 5i gang!
In your opinion, what is the best widely available energy mutual fund?
According to a few strategists, energy will be the best performing asset over the next 5 years.
Thank you very much!
In your opinion, what is the best widely available energy mutual fund?
According to a few strategists, energy will be the best performing asset over the next 5 years.
Thank you very much!
Q: I hold a substantial position in the Mawer International Equity Fund and it is down about 25% YTD. What are your thoughts? hang on, move on to another Mawer Fund or get out and buy another security? Thank You.
Q: This fund is held in several accounts (cash, tfsa, rrsp and rdsp) all at approximately 7% in each portfolio. Thinking about selling all because of the high fees but want to know if we'll miss out on a dividend or distribution if we sell before the end of the year. I can't seem to find this information anywhere.
Thanks
Thanks
Q: Retired and I’am considering buying the above mutual fund, with a substantial amount to me $50,000 .
However the .91mer is giving me hesitation? Also not exactly sure what they yeild per year as I’m looking for 3%+ dividend.
I understand they are a solid long term choice, however would like your etf equivalent with a better expense ratio and or performance.
( also not a fan of return of capital) .Thanks
However the .91mer is giving me hesitation? Also not exactly sure what they yeild per year as I’m looking for 3%+ dividend.
I understand they are a solid long term choice, however would like your etf equivalent with a better expense ratio and or performance.
( also not a fan of return of capital) .Thanks
Q: Hi can you evaluate the performance of the fund for the year. thank you
- TD Investment Savings Account (TDB8150)
- TD Investment Savings Account (TDMC) (TDB8155)
- TD Investment Savings Account (CTC) (TDB8159)
Q: Further to Madeline's comment re: TDB8150 Investment Savings Account (TD Bank)
Minimum initial purchase is $1000.00
If more CDIC insurance is needed TDB8155 (TD Mortgage Corp) and TDB8159 (Canada Trust Corp) are also available.
Minimum initial purchase is $1000.00
If more CDIC insurance is needed TDB8155 (TD Mortgage Corp) and TDB8159 (Canada Trust Corp) are also available.
Q: the globe mail had a report from wells Fargo analyst saying things aren't looking good for shop. June numbers were down. analyst revised his price target down to 40. shop has consistently been one of your favourite growth picks. do you still feel this way. what do you make about specific claims from Wells Fargo.
- Miscellaneous (MISC)
- Mawer Global Small Cap Fund Series A (MAW150)
- Fidelity Small Cap America Fund Series A (FID061)
- North Growth Canadian Equity Fund Series D (NGM272)
Q: Hi Guys
I'm looking to purchase a Small Cap Mutual Fund in the next 12 Months.
It can include US companies also. Can you give me your favorite Small Cap Mutual Fund Company and Symbol that's available to retail investors.
Thanks Gord
I'm looking to purchase a Small Cap Mutual Fund in the next 12 Months.
It can include US companies also. Can you give me your favorite Small Cap Mutual Fund Company and Symbol that's available to retail investors.
Thanks Gord
Q: please your thought or opinion those 3 Funds
thanks
jean guy
thanks
jean guy
Q: Good morning,
Thank you, for the insight and learnings provided daily by this team.
We have an opportunity to join an employers plan and take advantage of the matching contributions.
Our pick would be a global equity or target dated fund. Looking at performance, diversification and simplicity. Any additional insight is welcome.
The provider is Manulife.
MLI - MAWGE Mawer Global Equity
MLI - BRGLX Global Equity Index Fund (Blackrock)
MLI - B2050 Lifepath Blackrock Index 2050 Fund.
Thank you very much.
Thank you, for the insight and learnings provided daily by this team.
We have an opportunity to join an employers plan and take advantage of the matching contributions.
Our pick would be a global equity or target dated fund. Looking at performance, diversification and simplicity. Any additional insight is welcome.
The provider is Manulife.
MLI - MAWGE Mawer Global Equity
MLI - BRGLX Global Equity Index Fund (Blackrock)
MLI - B2050 Lifepath Blackrock Index 2050 Fund.
Thank you very much.
- BMO S&P 500 Index ETF (ZSP)
- iShares Core Canadian Government Bond Index ETF (XGB)
- iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP)
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- iShares S&P/TSX 60 Index ETF (XIU)
- BMO Canadian Equity ETF Fund Series A (BMO144)
- BMO LifeStage Plus 2022 Fund - A (BMO416)
- BMO U.S. Equity ETF Fund Series A (BMO722)
Q: My sister has an RDSP with BMO. She has 75,000.00 in each the above funds. The lifestage money will mature in June and automatically go into a money market fund. The money will not be needed for years. She also has a trust fund. Do you have any suggestions for the 75k? Also, I believe the Cad and Usd equity funds are mutual funds. Should I move them to a lower cost ETF?
Q: My partner is invested in the Mawer International Equity Fund which is down 17.5% YTD. It holds 70% of its portfolio in European companies. Should she divest now as it appears the European economy could get much worse.
- Fidelity ClearPath 2050 Portfolio Series B (FID2543)
- PH&N LifeTime 2050 Fund Series D (RBF1823)
- RBC Retirement 2050 Portfolio Advisor Series (RBF4634)
Q: Can you recommend a low cost 2050 retirement target fund that is a Canadian equivalent to Vanguard Target Retirement 2050 Fund
MUTF: VFIFX
MUTF: VFIFX
Q: Fidelity ZERO Large Cap Index Fund (FNILX) Would this index fund be a buy in your opinion, or something else instead?
Thank you.
Thank you.
- Vanguard Balanced ETF Portfolio (VBAL)
- Vanguard Growth ETF Portfolio (VGRO)
- IG Mackenzie Strategic Income Fund Series A (IGI1183)
- Invesco Strategic Yield Fund Series A (AIM7419)
- BMO Income ETF Portfolio - Advisor Series (BMO97701)
- BMO Concentrated Global Equity Fund Advisor Series (BMO98213)
Q: I inherited the following:McKenzie Strategic Income Fund;McKenzie Strategic Income Ser.A;Invesco Strategic Yield Fund;BMO Income ETF Portfolio;BMO Concentrated Global Balanced Fund.Are these suitable investments in the present rising rate,volatile environment and where applicable, are there ETF's
that mimic these funds?Thanks for your assistance in helping me sort these out. Maurice.
that mimic these funds?Thanks for your assistance in helping me sort these out. Maurice.