Investment Q&A

Q: What would your choice be between HBB and ZDB as a core bond holding in a non registered account? What are the differences in the risk profiles?

Q: I have a sizeable position in the Mawer balanced fund in my non-registered account from the sale of house a couple years ago. I have treated this as a standalone portfolio so that should I decide to use the funds for a large purchase such as another house, I do not need to make a larger number of trades to rebalance my main portfolio.

As I do not anticipate using the funds for a number of years, I have been considering replacing MAW104 with Horizon's swap based ETFs to defer any taxable income and create a balanced portfolio from the 5 funds. My thought is that over a number of years the tax savings and reduced MER may outweigh the potential returns of the actively managed fund.

My main reservations in proceeding are the liquidity of these ETFs through an economic downturn or major market sell off, and with the solid long term returns of the MAW104 fund, is there really much upside in making the switch?

Appreciate your thoughts.

Q: What are your thoughts on holding HBB as a bond holding in a margin account when the income is not currently required?

Q: Is HBB worth keeping in a rising rate environment? Since Trump took office the price has been on a slow steady decline.

Thanks!

Q: Total return index ETF; is it good ?

Q: i appreciated you opinion about tax advantage having this stock(pro and CON)

Q: Your opinion for this stock is appreciated.Thanks.Ebrahim

Q: Can you recommend this ETF as a fixed income equivalent, with better tax efficiency ?