Q: This ETF has been recommended as a primary holding by a financial advisor. I see that it pays a small dividend. Do you know if there would be an annual capital gain/loss even if a person continues to hold? What are your comments (good and bad) about having this as part of their portfolio?
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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.
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iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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iShares Core S&P U.S. Total Market Index ETF (XUU)
Q: I want to spread some cash out, and away from a Canadian focus. Which of these two ETF's would you consider a better purchase for long term growth?
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Costco Wholesale Corporation (COST)
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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AbbVie Inc. (ABBV)
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Freeport-McMoRan Inc. (FCX)
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Merck & Company Inc. (MRK)
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iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
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Vanguard FTSE Global All Cap ex Canada Index ETF (VXC)
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lululemon athletica inc. (LULU)
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Novo Nordisk A/S (NVO)
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Vanguard FTSE Developed Markets ETF (VEA)
Q: According to portfolio tracking and analysis, I am short on basic materials, consumer cyclical, consumer defensive, health care and industrials. I’m also significantly short on international equities. With this in mind, can you provide your top 3 to 5 companies for each sector to increase my holdings in basic materials, consumer cyclical, consumer defensive, health care and industrials. To increase my exposure in international equities, I will be investing in ETFs. Please provide and rank the top 5 ETFs with international exposure. Thank you.
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iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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Vanguard Growth ETF Portfolio (VGRO)
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TD One-Click Aggressive ETF Portfolio (TOCA)
Q: I own TOCA. Performance has been OK. But less than I expected from an aggressive ETF. Do you know a similar ETF of ETFs , with little Canadian and income exposure? I have XAW too, which I prefer.
I also own VGRO but not very growth-oriented with too much income, so I might get rid of VGRO. Your thoughts?
Thanks.
I also own VGRO but not very growth-oriented with too much income, so I might get rid of VGRO. Your thoughts?
Thanks.
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iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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Vanguard FTSE Developed Markets ETF (VEA)
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iShares Core MSCI EAFE ETF (IEFA)
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iShares MSCI EAFE ETF (EFA)
Q: For a newly retired conservative investor, can you please recommend some good overall ETFs?
Maybe one that covers the globe conservatively?
For an unregistered account.
Thanks.
Maybe one that covers the globe conservatively?
For an unregistered account.
Thanks.
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iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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Vanguard S&P 500 Index ETF (VFV)
Q: 3 ETF's for my 40 ish daughters RRSP
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Alphabet Inc. (GOOG)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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Vanguard Growth ETF Portfolio (VGRO)
Q: I hold these in an RESP with the following weighting (BIP 18%, Goog 18% VGRO 23%, XAW 41%) and I am considering selling to purchase a 3 year GIC as my eldest child is approaching post-secondary education.
Which holding would you reduce?
Can you rank these holding in terms of risk?
Is there an alternative security other than a GIC that should be considered?
Thanks!
Which holding would you reduce?
Can you rank these holding in terms of risk?
Is there an alternative security other than a GIC that should be considered?
Thanks!
Q: I have sold my European ETF because it has been doing so poorly.
The war has taken a toll.
Do you have a suggestion for ETF with more potential which would invest in companies outside of Canada?
The war has taken a toll.
Do you have a suggestion for ETF with more potential which would invest in companies outside of Canada?
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iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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S&P 500 ETF TRUST ETF (SPY)
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Vanguard Growth ETF (VUG)
Q: Hi, I appreciate the great work you have been doing to share knowledge.
I am considering the smith manoeuvre and would like to invest about $100K for a start in an etf vs Canadian dividend stocks. I would appreciate if you can share your thoughts on any ETF or ETFs that would be ideal considering the issues with ROC and ACB at tax filing time. I am also considering the importance of geographic diversification, hence the reason that I am not too convinced on going the route of Canadian dividend stocks. I am on the 50% marginal tax bracket and would also like to invest tax efficiently perhaps more towards growth than high dividends.
I look forward to your thoughts.
Thanks
I am considering the smith manoeuvre and would like to invest about $100K for a start in an etf vs Canadian dividend stocks. I would appreciate if you can share your thoughts on any ETF or ETFs that would be ideal considering the issues with ROC and ACB at tax filing time. I am also considering the importance of geographic diversification, hence the reason that I am not too convinced on going the route of Canadian dividend stocks. I am on the 50% marginal tax bracket and would also like to invest tax efficiently perhaps more towards growth than high dividends.
I look forward to your thoughts.
Thanks
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iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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Vanguard S&P 500 Index ETF (VFV)
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S&P 500 ETF TRUST ETF (SPY)
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Vanguard Total World Stock ETF (VT)
Q: Peter,
What etfs would you recommend for consideration that would cover equities outside of North America, in Canadian dollars. I am looking more towards the more established economies rather than emerging markets.
Thanks
Paul
What etfs would you recommend for consideration that would cover equities outside of North America, in Canadian dollars. I am looking more towards the more established economies rather than emerging markets.
Thanks
Paul
Q: I have a question regarding the distributions for XIU, XIC and XAW. According to Morningstar these ETFs are close to 100% equities, yet it looks like interest income can make up a sizable component of the yearly distribution. I would have thought most of the distributions would be from dividends. Any information regarding this would be greatly appreciated. Thank you so much!
Q: Hello,
Would you consider XAW:CA as a good ETF to round out the equity portion of the 5i balanced portfolio? Do you see 60% 5i port, 20% XAW:CA, 20% XBB:CA as a decent general allocation for long term investment or would you add different ETF's?
Thank you!
Would you consider XAW:CA as a good ETF to round out the equity portion of the 5i balanced portfolio? Do you see 60% 5i port, 20% XAW:CA, 20% XBB:CA as a decent general allocation for long term investment or would you add different ETF's?
Thank you!
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Enbridge Inc. (ENB)
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iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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BMO Mid-Term US IG Corporate Bond Index ETF (ZIC)
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BMO S&P 500 Index ETF (ZSP)
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iShares Core Canadian Universe Bond Index ETF (XBB)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Vanguard Total Stock Market ETF (VTI)
Q: 65 yr old retiring this year. I hold the following: XAW (35%), XBB (20%), XIC (12%), CDZ (7%), ZSP (7%), VTI (7%), ZIC, VTI and ENB at 5% each.
In view of the current conditions, would you increase the fixed asset portion and reduce equity? Which ones would you add to and which ones would you reduce/remove?
In view of the current conditions, would you increase the fixed asset portion and reduce equity? Which ones would you add to and which ones would you reduce/remove?
Q: MY pf is low in the materials sector and my diversification is low on international side.
I am considering ETF's as a means of flushing both out and wondered if you had two or three that you would recommend . . . from Canadian to international.
I am considering ETF's as a means of flushing both out and wondered if you had two or three that you would recommend . . . from Canadian to international.
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iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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iShares S&P/TSX 60 Index ETF (XIU)
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Vanguard FTSE Global All Cap ex Canada Index ETF (VXC)
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Capital Group Global Equity Fund (Canada) Ser A (CIF843)
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RBC Global Equity Fund Series A (RBF477)
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Epoch Global Equity Fund - F Series (TDB415)
Q: I have CIF 843 in my RRSP - it comprises 8% of the RRSP. What is your opinion of it's performance & costs. Also- could you provide 3 or 4 alternates each of both Mutual Funds and ETF, in the same asset class.
Q: Not a question, just an observation. Evergrande is in the (mainstream) news again this AM Dec 9. Blackrock is being reported as being the second-largest institutional holder of Evergrande shares, and I wondered what impact there might be on my portfolio specifically as regards my holdings in XAW. In looking on Blackrock's site for XAW's holdings, I found that out of total XAW holdings of $3.8 billion, Evergrande accounts for a mere $21 thousand, less than 0.01%.
I haven't looked at other iShares ETF's, but as far as XAW is concerned -- I'm not worried.
I haven't looked at other iShares ETF's, but as far as XAW is concerned -- I'm not worried.
Q: Do you know of an equivalent ETF on the Toronto market?
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iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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Vanguard All-Equity ETF Portfolio (VEQT)
Q: I'm looking at XAW and VEQT as global index funds that (other than Canada in VEQT) have similar exposure. What puzzles me is that XAW has an average P/E ratio of 24, and VEQT has a ratio of 14. I don't see how the Canada exposure at 25% in VEQT can make this much difference. Can you help me understand this apparent anomaly?
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iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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BMO Low Volatility Canadian Equity ETF (ZLB)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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iShares Core Balanced ETF Portfolio (XBAL)
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BMO Growth ETF (ZGRO)
Q: I have these ETF's in a TFSA with a primary goal 8 to 10% annual return. I'd like your opinion if there is overlap in this portfolio and if there would be another ETF to add. This is a smaller portfolio and I don't think it would be efficient to buy the individual stocks in your balanced equity model portfolio.
Thanks!
Thanks!
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iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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Purpose International Dividend Fund (PID)
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Invesco International Dividend Achievers ETF (PID)
Q: Hi, would these two ETF's compliment each other or would they have too much overlap, thanks for your very valuable service?