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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: Hello,could you recommend some ETFs that hold US financials(banks) ?
Thanks
Read Answer Asked by Sergio on December 09, 2019
Q: I am retired and hold the above ETFs in my RIF, TFSA accounts. Please advise which ETFs you would hold in this environment and which are duplicated. I am looking for stability and safe dividends. Thanks for your input.
Read Answer Asked by diane joan on September 25, 2019
Q: Hello, question about ZBK’s portfolio holding, Equally weight 5.5 percent for each of 19 banks, in the case of BBT and STI merger was completely, what would happen to ZBK’s portfolio? Thanks
Read Answer Asked by LEI on June 11, 2019
Q: Raising cash and moving it into PSA. So far 10%.
Sold Zub.un into strength today . This gives a further 2% to add to current position in PSA.
Considering selling KWH.UN . Another 1% to add to PSA. Your thoughts please.
How will Kwh.un fare under recessionary pressure?
Read Answer Asked by Roy on September 07, 2018
Q: Hello, thinking of adding ZUB, or ZBK, as just made decent windfall short term gains on energy stocks in days , for the trade. Redeploy cash , Against social media’s commentary worked out many times perfectly so far. Before last Friday banks earnings, the media were full of ” earnings will be huge” then the very next day we’re like “reversals because fully priced in “...” growth concerns “ . . “ yield curve.....” and so on...
so what’s your take? Is it noise or seasonality trading or real concerns , so called smart money moves?
Thanks
Read Answer Asked by LEI on April 20, 2018
Q: Hi,
I am wanting exposure to US financials and I am wondering if there is an ETF in Canada that tracks XLF. Of the three listed names could you give me your opinion on how they rank. XLF is one that has Berkshire stock, which I would like some exposure to.
Thanks,
Gwen
Read Answer Asked by Gwen on March 16, 2018
Q: Banks-increase in interest rates, no increase in savings rates, spread widening.
Insurance Co’s-increase in yield on long term bonds,thus spreads widening.
What is your opinion on owning the above securities. I currently own all except FLI. Thinking of buyingFLI to diversify into insurance Co’s. Thank you for your help
Read Answer Asked by Roy on February 02, 2018
Q: Should I just rut all my money in these Bank ETFs and hibernate for the rest of the year. 3 more rate hikes by the FED should be good for US banks and also Canadian Banks as spreads widen ? Any others you like ? RAK
Read Answer Asked by bob on January 31, 2018
Q: My advisor has recommended the following "best current" additions to my diversified portfolio. I value your opinions higher. ZUB RUF.UN ACR.UN WIR.U. IEMG.
In your opinion are these "best to buy" in their areas, and if not, what are your suggestions for better ones? Thank you for your continuing guidance.
Read Answer Asked by Harold on January 29, 2018
Q: ZBK- BAC,JPM,WFC,C, =20% of holdings, rest are midsized banks, 2017 return 10% TER 0.74%
ZUB 2017 return 17% TER 0.80 %
XLF- BAC,JPM,WFC,C, = 32% of holdings + Berkshire H at 11%,rest are regional banks, insurance, financial services, 2017 return 22% TER 0.14%

Is this accurate?
I am 50% non reg., 45% RSP, 5% TFSA, retired living comfortably
Looking at 3% position
Your choice (or choices i.e. split) and why
What account
Thanks
Derek



Thanks

Read Answer Asked by Derek on January 15, 2018
Q: My TFSA is all in Can $. I have $12000.00 to add this year, so would like your opinion, on the US Tech sector, or the US Bank sector.
I would buy a ETF. At this time would you go hedged or unhedged?
Thanks for your continued support.
Shirley



Read Answer Asked by Shirley on January 10, 2018
Q: Happy New Year Peter and team.
I keep hearing that US Banks will do great in 2018 and am switching from ZWH to ZUB in my RIF where I have a 8.4% weighting. Is this a good strategy or do you have other ideas and why?
Read Answer Asked by Richard on January 08, 2018
Q: On July 12-th you answered Austin's question on ZUB/ZBK. The difference in returns between the two funds can be significant depending on the timeframe compared. Would ZUB still be your pick today? What information would you use to switch between the two? Would you be adding at this point to the US banks exposure for long therm investment (10 years)?
Read Answer Asked by JR on December 27, 2017
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