Q: Would you chose PID or ZDI for international exposure? Looking for dividends with some growth, X-Canada and X-USA. Thanks Ron
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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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BMO International Dividend ETF (ZDI)
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iShares US Dividend Growers Index ETF (CAD-Hedged) (CUD)
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CI U.S. Quality Dividend Growth Index ETF (DGR)
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HAMILTON CHAMPIONS TM U.S. Dividend Index ETF (SMVP)
Q: Could you suggest a ex-Canada, USA dividend growth ETF? I already own ZDI which pays a good dividend but not sure about its dividend growth. Thanks
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BMO International Dividend ETF (ZDI)
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BMO US Dividend ETF (ZDY)
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Invesco S&P 500 Equal Weight Index ETF (EQL)
Q: Good morning. I currently own the above 4 ETFs in the following shares of my portfolio:
ZDI: 9.56%
The combination of ZDY, EQL and EQLI: 15.9%
I have some other US positions while ZDI is currently my only ex North American position.
ZDI has been performing very well YTD with +13% total return (per my purchase cost) while The US EYFs are lower than 0% total returns.
Do you currently see the European momentum building or continuing ? And if so woul it be worth it to flip some of the US ETFs over to ZDI or any other ex-North America ETF ? THank you.
ZDI: 9.56%
The combination of ZDY, EQL and EQLI: 15.9%
I have some other US positions while ZDI is currently my only ex North American position.
ZDI has been performing very well YTD with +13% total return (per my purchase cost) while The US EYFs are lower than 0% total returns.
Do you currently see the European momentum building or continuing ? And if so woul it be worth it to flip some of the US ETFs over to ZDI or any other ex-North America ETF ? THank you.
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iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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BMO International Dividend ETF (ZDI)
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BMO International Dividend Hedged to CAD ETF (ZDH)
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BMO Ultra Short-Term Bond ETF (ZST)
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iShares Canadian Select Dividend Index ETF (XDV)
Q: I have cash from a maturing GIC and am looking at options to reinvest it. I am considering evenly investing it in these 4. Time horizon is 2 to 5 years, low to medium risk. I would appreciate your thoughts on these or if there are other ETF's to consider. Thanks!
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BMO International Dividend ETF (ZDI)
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BMO S&P 500 Index ETF (ZSP)
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iShares S&P/TSX 60 Index ETF (XIU)
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard Balanced ETF Portfolio (VBAL)
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Vanguard Growth ETF Portfolio (VGRO)
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BMO Money Market Fund (ZMMK)
Q: Hi 5i
I'd like to add to a small TFSA investment, which today is 100% in VGRO.ca.
I will add funds so that 25% will be in VGRO.ca and the other 75% would be spilt between 2 to 3 of these: ZMMK, VFV, ZSP, ZDI, XIU. Timeline is 2 to 3 years and thinking to be more conservative because already have VGRO for growth.
What would be your ranking highest to lowest. Are there other ETF's that I should consider?
Thanks!
I'd like to add to a small TFSA investment, which today is 100% in VGRO.ca.
I will add funds so that 25% will be in VGRO.ca and the other 75% would be spilt between 2 to 3 of these: ZMMK, VFV, ZSP, ZDI, XIU. Timeline is 2 to 3 years and thinking to be more conservative because already have VGRO for growth.
What would be your ranking highest to lowest. Are there other ETF's that I should consider?
Thanks!
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BMO Aggregate Bond Index ETF (ZAG)
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BMO Equal Weight REITs Index ETF (ZRE)
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BMO International Dividend ETF (ZDI)
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BMO Laddered Preferred Share Index ETF (ZPR)
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Global X Active Preferred Share ETF (HPR)
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iShares Convertible Bond Index ETF (CVD)
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iShares Core Canadian Long Term Bond Index ETF (XLB)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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SPDR Portfolio S&P 500 High Dividend ETF (SPYD)
Q: I have these ETF's in my portfolio, although they are a small percentage. I am wanting to do a clean up of most of my partial holdings in individual stocks and purchase more ETF's. I was going to add VIG as well. Could any of these ETF's be replaced with better ones or not bother with them, and what others do you suggest to compliment them for an income investor who wants to see a little growth as well in a well diverse portfolio? Thanks.
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BMO International Dividend ETF (ZDI)
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BMO MSCI USA High Quality Index ETF (ZUQ)
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WisdomTree Japan Hedged Equity Fund (DXJ)
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iShares Biotechnology ETF (IBB)
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Invesco Aerospace & Defense ETF (PPA)
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VanEck Morningstar Wide Moat ETF (MOAT)
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SPDR S&P Aerospace & Defense ETF (XAR)
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iShares Expanded Tech-Software Sector ETF (IGV)
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VanEck Vectors Semiconductor ETF (SMH)
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Direxion Nasdaq-100 Equal Weighted Index Shares (QQQE)
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Invesco S&P MidCap Quality ETF (XMHQ)
Q: I have partial positions in listed 10 ETFs - plus JPM Quality US Factor [JQUA] ETF.- did not come up on your list.
Your advice is requested on which ones to move to full positions now:
a) rank those to buy now and add others you like;
b) rank those to buy later when your price points realized
c) rank those that are could be sold.
Thank you
Your advice is requested on which ones to move to full positions now:
a) rank those to buy now and add others you like;
b) rank those to buy later when your price points realized
c) rank those that are could be sold.
Thank you
Q: Good Morning,
Your recent answer on FCIV prompts me to ask the following. How would you compare it to ZDI.
Investment yield compares favourably for ZDI but 3 yr ttl return favors FCIV with an asset blend that is quite different. At first I was going to shift from ZDI to FCIV.
However with the heavier trend toward Real Estate (1.86% vs 9.32%) and Industrials (11.26% vs 23.71%) for FCIV is now prompting me to go 50/50 on these etfs for diversification. Any suggestions.
Your recent answer on FCIV prompts me to ask the following. How would you compare it to ZDI.
Investment yield compares favourably for ZDI but 3 yr ttl return favors FCIV with an asset blend that is quite different. At first I was going to shift from ZDI to FCIV.
However with the heavier trend toward Real Estate (1.86% vs 9.32%) and Industrials (11.26% vs 23.71%) for FCIV is now prompting me to go 50/50 on these etfs for diversification. Any suggestions.
Q: Hi
Presently own ZDI in our RRSP.
I am thinking of replacing ZDI with KKR & BRK.B.
KKR and BRK.B are bigger and are like an ETF without the fees.
Also in the long run I think KKR and BRK.B it will have better growth than ZDI .
We would be giving up a good dividend with ZDI go.
Thank you.
Mike
Presently own ZDI in our RRSP.
I am thinking of replacing ZDI with KKR & BRK.B.
KKR and BRK.B are bigger and are like an ETF without the fees.
Also in the long run I think KKR and BRK.B it will have better growth than ZDI .
We would be giving up a good dividend with ZDI go.
Thank you.
Mike
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BMO International Dividend ETF (ZDI)
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BMO MSCI Emerging Markets Index ETF (ZEM)
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Vanguard FTSE Emerging Markets ETF (VWO)
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Xinyuan Real Estate Co Ltd American Depositary Shares (XIN)
Q: For non-NA coverage I own ZDI, ZEM,XIN, and VWO. Do any other ETF's need to be added or do I have the world covered? Thanks Ron
Q: Good morning team, just for clarity ZDI is not subject to withholding taxes in a tfsa correct? Also is there much overlap between vxc and zdi?
As always, great work.
As always, great work.
Q: If I buy ZDI in my TFSA, will the dividends be subject to a withholding tax?
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BMO International Dividend ETF (ZDI)
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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 Dividend Appreciation FTF (VIG)
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SPDR S&P 500 ETF Trust (SPY)
Q: Retiree looking for suggestions to putt some money into a TFSA. Long term investment with a good dividend and reasonable capital appreciation. Please advise.
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BMO International Dividend ETF (ZDI)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
Q: In Portfolio Tracking and Analysis you suggest a portfolio allocation of 35% in international stocks.
I currently hold ZDI for 5% and need an additional 13% according to your recommendation.
At 18% (if I stick with ZDI) this seems like much for just one etf. Should I split between 2 or 3 etfs? Which ones do you recommend?
Please take credits as needed.
Thank you.
I currently hold ZDI for 5% and need an additional 13% according to your recommendation.
At 18% (if I stick with ZDI) this seems like much for just one etf. Should I split between 2 or 3 etfs? Which ones do you recommend?
Please take credits as needed.
Thank you.
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BMO International Dividend ETF (ZDI)
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iShares International Select Dividend ETF (IDV)
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Vanguard International High Dividend Yield ETF (VYMI)
Q: I need to increase my international exposure by 20% according to your analysis. Because we are retired and depend on our investments to supplement income what companies or ETF would you recommend? Thanks for your input.
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Magna International Inc. (MG)
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BMO International Dividend ETF (ZDI)
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iShares Core MSCI EAFE IMI Index ETF (XEF)
Q: I'm a bit underweight in the consumer cyclical sector and a bit underweight in my international allocation (the latter being somewhat of a chronic condition). I'm trying to make a buy decision between MG, ZDI and XEF. I already own the two ETFs and MG would be a new position. I understand that a direct comparison of a single company with an ETF is not possible and that you can't personalize sector weightings, but all else being equal, which one of these would you be most interested in today? Many thanks!
Q: Own both ZDI and PDI to cover international divs, Was going to sell PDI as a tax-loss and put proceeds into ZDI. Do I need both ZDI and PID or does ZDI provide enough diversification? Thanks Ron
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BMO International Dividend ETF (ZDI)
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iShares MSCI Europe IMI Index ETF (CAD-Hedged) (XEH)
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Invesco S&P 500 Equal Weight Index ETF (EQL)
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iShares U.S. Technology ETF (IYW)
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Roundhill Ball Metaverse ETF (METV)
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PROSHARES TRUST (EQRR)
Q: Hi
Hoping to reduce the number of etfs in our RRSP accounts.
Is there a need to have both EQL and EQRR?
Is there a need to have both IYW and METV?
Is there a need to have ZDI and XEH?
Thank you and any other suggestions are most well.
Thank you
Mike
Hoping to reduce the number of etfs in our RRSP accounts.
Is there a need to have both EQL and EQRR?
Is there a need to have both IYW and METV?
Is there a need to have ZDI and XEH?
Thank you and any other suggestions are most well.
Thank you
Mike
Q: Can you compare ZDI vs VXUS and rate which you prefer?
Q: What is your top international dividend ETF?
Does an ETF like ZDI provide enough diversification or should it be supplemented with something like XEF?
Does an ETF like ZDI provide enough diversification or should it be supplemented with something like XEF?