Q: I have small positions in zwb and zwc. Would you recommend consolidating into zwc as it has a position in most Canadian banks. Which would you prefer for a long term hold in an rrsp account for income and stability of yield? Thanx for your services.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- Vermilion Energy Inc. (VET)
- Veresen Inc. (VSN)
- Alaris Equity Partners Income Trust (AD.UN)
- Freehold Royalties Ltd. (FRU)
- A&W Revenue Royalties Income Fund (AW.UN)
- Boston Pizza Royalties Income Fund (BPF.UN)
- Medical Facilities Corporation (DR)
- Diversified Royalty Corp. (DIV)
- BMO Covered Call Canadian Banks ETF (ZWB)
- CanWel Building Materials Group Ltd. (CWX)
- Crius Energy Trust (KWH.UN)
- Keg Royalties Income Fund (The) (KEG.UN)
Q: Can you please help me prioritize these stocks I'm considering for my income account. I understand that some are higher risk. Thanks.
Q: I've never had any interest in ETFs until yesterday a friend told me the error of my ways. He gave me two names ZSP and ZWB that both have annual combined returns (yield & growth) exceeding 20%. It was a real eye opener for sure.
Do you know where can I find reports on line that rate the performance of most Canadian traded ETFs? As well, do you have other ETF names that are comparable in combined returns with ZWB and ZSP that you can recommend?
Thanks.
Do you know where can I find reports on line that rate the performance of most Canadian traded ETFs? As well, do you have other ETF names that are comparable in combined returns with ZWB and ZSP that you can recommend?
Thanks.
Q: In a scenario when the market goes down significantly how does a dividend etf with a covered call component react as opposed to a straight forward dividend etf.
- BMO Canadian Dividend ETF (ZDV)
- BMO Covered Call Canadian Banks ETF (ZWB)
- BMO High Yield US Corporate Bond Hedged to CAD Index ETF (ZHY)
- BMO Low Volatility Canadian Equity ETF (ZLB)
- BMO Low Volatility US Equity Hedged to CAD ETF (ZLH)
- BMO US High Dividend Covered Call ETF (ZWH)
Q: Peter and Team, I want to choose some ETFs for my mother in-laws RRIF and LIF. My approach is to be well diversified, looking for some dividend and a little growth to achieve btwn 5 to 10% annually. I plan to select Equal weights using ZLB,ZWB, ZDV FOR Canadian content and ZLH, ZWH, ZHY, and ZGI FOR US Content. Your opinion and any pitfalls or suggestions would be apprecuated.
Thanks, Steve.
Thanks, Steve.
Q: Bonjour, I own ZWB. Is it a good idea to also own individual banks such as RBC, TD, etc?
Merci
Ronald
Merci
Ronald
Q: Would you comment on the advantages and disadvantages of using covered call ETFs like ZWU, ZWB and ZWH to increase your yield? Are these covered call ETFs offered by other institutions other than BMO? In a down market does this type of instrument reduce your risk?
Thanks for your advice!!
Thanks for your advice!!
- iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
- BMO Covered Call Canadian Banks ETF (ZWB)
- BMO Covered Call Utilities ETF (ZWU)
- BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
- BMO US High Dividend Covered Call ETF (ZWH)
Q: ZWB, ZWU, ZWH, CPD & ZWE...just looking for a simple ETF portfolio. What do you think of a 20% allocation in each of these names for a decent return with low to medium risk. Thanks.
Q: My 1st week as a brand-new member and I have to say, just love your site! I'm a small investor with $5000 that I would like to put into the financials, in some way. Sounds like you're not fond of the ETF commissions but maybe with this amount, that would be the best option for someone like me? Or, should I buy say, $1500-ish of 3 banks or would you put the whole amount into one bank and if so, which one? I don't really want the life insurance companies at this time and wondered if you could recommend an ETF that doesn't have them in it. I'd be very grateful for any help you can provide. Thanks so much, Peter.
- BMO Covered Call Canadian Banks ETF (ZWB)
- iShares 1-5 Year Laddered Government Bond Index ETF (CLF)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
Q: I did my Brexit Wed. and plan on staying about 50% cash untill after the US election. Would like some ETF's that pay a relatively safe div. Thanks Al
- BMO Covered Call Canadian Banks ETF (ZWB)
- BMO Low Volatility Canadian Equity ETF (ZLB)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
Q: Ours is a very conservative portfolio, with one third in dividend-paying equities, half of that individual stocks and half no-load funds. The latter's performance doesn't seem to justify the MER's so I would like to reduce, maybe eliminate, that cost, roughly $5,000 per year. Any thoughts you might have on how best to effect that change and what form that should take, eg less funds, more stocks and/or ETF's, will be much appreciated.
- BMO Canadian Dividend ETF (ZDV)
- BMO Covered Call Canadian Banks ETF (ZWB)
- BMO Low Volatility Canadian Equity ETF (ZLB)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
Q: I would like to divide $100,000.00 into 4 ETS of equal weights. Preferably high yield but still conservative. I have been trying to do it myself but I am overwhelmed by the choices. I currently have the two above but they may be too much the same.
Thanks for being there!
Bryan
Thanks for being there!
Bryan
Q: Please give me your opinion on these two Etfs for my Tfsa. Thank you.
Q: What do you think about Strathbridge funds? As a retired income investor I like covered call funds as I do not mind missing the big upside for stead and reliable income. Their finds seem small and their 1.1% fee seems high for investing in blue chip TSX stocks but the &+% return is attractive.They say they us a propriety method of doing covered calls.
Dont ask many questions but am an avid reader of everyone elses.
Thanks for the great service.
Don
Dont ask many questions but am an avid reader of everyone elses.
Thanks for the great service.
Don
- BMO Covered Call Canadian Banks ETF (ZWB)
- BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF (ZWA)
- BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
- BMO US High Dividend Covered Call ETF (ZWH)
- BMO US Put Write ETF (ZPW)
Q: ETFs--ZPW,ZWA,ZWB..ZWH,ZWE--all yield 5-7% range . Are these ETFs a benefit for yield -- 3 yr. hold --- looking for income . Would like your assessment & thoughts
- iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
- BMO Covered Call Canadian Banks ETF (ZWB)
- BMO Laddered Preferred Share Index ETF (ZPR)
Q: I own ZWB. When interest rates rise, I suspect that individual high quality rate reset preferreds will have a greater increase in price than ZWB. What do you think? If you agree, please provide the name of a few rate resets with the 5 year renewing base rate. Thanks.