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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: Please recommend 4 index etf's Canadian for my TFSA and 4 US for my RRSP. If you recommend Bonds make it number 5 Looking at 15-20 year DRIP and hold.
Thanks
Cec
Read Answer Asked by Cecil on June 30, 2021
Q: Hello,
I am opening a RESP account for my 6month old son. In your opinion, is it better to invest in Stocks or ETFS? Can you please also provide me a top 3 stocks or ETFS in your mind?

Thanks!
Kelly
Read Answer Asked by shi on June 07, 2021
Q: Good morning,
Although a big fan and long time holder of all Mawer equity funds in my family portfolio, I'm now looking for the second time at dumping the MAW106 as a core holding given its inability to beat its benchmark index in the last few years probably due in part to its increasing popularity and size.
Would you kindly suggest a suitable ETF and/or a mutual fund replacement for MAW 106 or should I simply add to some my other existing core ETF holdings. I currently hold XIU, XIC, XDV and XEI.
Read Answer Asked by Francesco on May 11, 2021
Q: In my RRSP I would like to take a long term, very low maintenance approach. For this reason I have it all in index funds. I have a 30 plus year time horizon. Which funds would you recommend here? I currently have $60,000 invested in VFV, VUN, VGRO and XAW. Looking to front load these with $2000/ mo for the next 3 years and then stop contributing as I will be "semi-retiring." I'm 29 for context
Read Answer Asked by Danielle on May 11, 2021
Q: Can you suggest a few good ETF’s which should form the basis of one’s portfolio.

Also please suggest ETF’s for specific applications like..... high risk/ growth, dividend, US equities, Canadian equities, dividend stocks, tech stocks, emerging markets ..... and your choice of basket of ETF’s which a person could use to build a portfolio ( with % allocations)
Read Answer Asked by HARRY on May 10, 2021
Q: Hi gang, have $200,000.00 canadian to invest for 2-3 years. Just want to invest 50-50 Canada-USA. Would like to be as safe as possible. Some stocks and some ETF. If possible dividend paying one. Thanks
Alnoor.
Read Answer Asked by Alnoor on April 28, 2021
Q: Is there a set/portfolio of ETFs you would recommend for a medium risk investor to ”set and forget” forever? What % allocation would you attribute to each? Timeframe would be for 25+ years.
Read Answer Asked by Mike on April 21, 2021
Q: Hi,

I'm a medium risk investor with a 5 year time frame.

Can you recommend 3 US ETFS to cover the whole US Market?
And 3 to cover the whole CDN market?
and 1 ETF to cover the international market?
Read Answer Asked by Graeme on March 30, 2021
Q: I have recently transferred my RSP as cash to a LIRA account in another institution. This is a substantial number waiting for investing. In less than 2 years I will need to start transferring to RIF.
I have a few questions
1. What is a period of time you recommend to spread the purchasing of investments.
2. In the meantime, I would like to park cash buying a short-term ETF. Should I get one such an ETF or more to reduce the risk? Which ETF or RTFs would you recommend: ZCS, XSB, VSB, or other?
3. I am looking to have a 50/50 mixture of growth and income. Can you list several stocks, bonds, ETF etc. you would recommend to purchase at this time?

I appreciate your recommendation.
Casimir
Read Answer Asked by Kazimierz on March 15, 2021
Q: As a follow-up to my question last week on interest rates up/down, please also advise which funds/ETFs perform best when interest rates move in either direction.

Thanks again.
Read Answer Asked by Arthur on March 08, 2021
Q: These 2 funds look quite attractive, comments, can you suggest anything else?
Read Answer Asked by Pat on March 02, 2021
Q: Hi guys!

Can you please recommend some alternatives/additionas to XTR? I'm looking for high dividend with also an (as high as possible) degree of diversification. Essentially, a couple choice income picks if I were to only choose 1-3 ETF for an entire dividend-based portfolio. This is in relation to my previous question where I was looking to do something relatively safe with ~60k over 2-3 yrs. Thanks!
Read Answer Asked by Andrew on January 18, 2021
Q: Hey guys, i'm looking for a recommendation for a TFSA, around 30K, that I would like to see moderate growth (5-10%) with a 2-4 % dividend yield, CDN equities, no real time horizon, just better than sitting in a checking account.
My initial thought was a couple banks (BNS and TD) + 1-2 utilities ( recommendations?) + a CDN dividend paying ETF ( once again, recommendation ?)

I realize you can not personalize advice but a list that I can consider would be helpful.

Thanks
Paul
Read Answer Asked by PAUL on January 13, 2021
Q: Whats are your thoughts on the following sets of ETFs ?

Set -1

iShares Core S&P U.S. Total Market Index ETF (XUU)
Vanguard High Dividend Yield ETF (VYM)
Invesco QQQ (QQQ)

set-2

XEC, XEF, XIC, VUN
Read Answer Asked by Kapil on December 29, 2020
Q: Can you please recommend a couple of ETFs for an RESP with a six year time frame? Thank you!
Read Answer Asked by Susan on December 28, 2020
Q: Hi,
I hold ETFs (VRE XEC XEF XIC VUN) in my TFSA and RRSP. follwoing questions
1) Are there tax considerations /US-dividend withholding for any one of those?
2) Also, any specific considerations to use TFSA vs RRSP to invest in these ETFs? for example VUN should be used in RRSP.
3) are they good ETFs to investing in long term (8 to 12 years) for growth and income?

Thanks..
Read Answer Asked by Kapil on December 17, 2020
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