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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 am looking at hedged ETF's and specifically VSP. I was interested to see how well the ETF tracked the index and found that over a 5 year time frame - it underperformed by about 11%. (Total return for VSP is 81.0% and SPX is 93.33% - The Vanguard US ETF - VOO tracks SPX almost exactly.)

I am assuming that this underperformance is because the hedging strategy is not perfect?? .......or does the 11% difference represent the cost of hedging?? Also - would other hedged ETF's have similar comparisons??
Thanks
Read Answer Asked by Gary on December 05, 2024
Q: Today Peter requested "a list of companies domiciled in Canada but pay dividends in USD". Would it be reasonable to consider that those companies have would not be affected by tariffs imposed by the US?
Read Answer Asked by Dennis on December 05, 2024
Q: I unfortunately own GXE and learned from this site that around 2/3 of the company will be disposed of in early 2025. The paper napkin math indicates that the current market price should be around 90 cents per share (offer of 61 cents for 2/3 of the company plus around 30 cents for the 1/3 that will be transferred to Newco).
How is the current price only 54 cents and dropping? Even the cash offer of 61 cents is notably higher while Newco is valued at zero. What am I missing?
Read Answer Asked by DAVE on December 05, 2024
Q: My question is on trimming winning stocks. You will often comment on this question that it is about the size of the stock in relation to your portfolio. I have a number of stocks that are half positions which are up 100-200% so now are almost full positions so I don't "need" to trim them. But I'm often tempted to trim at a new high to take some profits with the idea of re-buying on a pullback. I realize this is market timing so I hesitate, but I've also seen thousands of dollars disappear on a downturn. I have bought some stocks I think of as longer term trades so I have sold them after a profit and it has felt good to cement that profit so to speak. But some stocks like Apple, or BN that I see as more core holdings -with these type of stocks do I trim or just leave them, let them run and buy more on a pullback with new money presuming I have more. Any further articles on this would be appreciated as well. Thank you!
Read Answer Asked by Pat on December 05, 2024
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