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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: Up to this point I have been a growth investor. Recently retired, I am converting some RRSP into a RIF and want to lower the risk profile. I am 60 y/o.

Kindly advise some ETFs that you would recommend in Canada or US.

Thanks a lot,
Read Answer Asked by Marcela on October 08, 2024
Q: Interested in dividend etfs and looking at these 3
How can I find information on the general holdings of each? For example is weighting mostly financials ? utilities ? etc. Mo point in buying 2 with similar weightings!
Is there a sight that discloses holdings in each or at least general weightings.
Do you have a favorite among these 3 or another to recommend. Goal us income with some growth but primarily income 5 year horizon
Many thanks for great service
Peter
Read Answer Asked by Peter on September 13, 2024
Q: Could you please suggest 2 or 3 dividend ETFs that I could look at to increase the amount of dividends in my account.

Thank you
Paula
Read Answer Asked by Paula on August 29, 2024
Q: Can you recommend a list of safe dividend income ETFs with high steady monthly distributions? Thanks.
Read Answer Asked by Victor on August 07, 2024
Q: Can you pls recommend 3 Cdn ETFs that focus on high dividend stocks, with an estimated 10% yield including both dividend and capital appreciation for over the next 1 year?
Read Answer Asked by Ron on July 16, 2024
Q: My niece is looking to enter the DIY investing world and move her TFSA over to an online self-directed account. Her advisor has her in these high fee accounts above. These look like funds for a retired person looking for income rather than for a 29 year looking to grow a TFSA with the goal to hopefully get a down payment for a condo some day. Could you please give some advice for a beginner investor, ETF's some Canadian and US equities to get her started. She's a bit nervous as all ne DIY investors are. Thank you
Read Answer Asked by Nancy on June 25, 2024
Q: My grandchild is turning 20 in the fall and entering the work force, has no knowledge on investing. We are going to get him to start a Tax Free Savings Account with $2,00.00 original investment then encourage him to add $50.00- $100.00/ month there after. Untill he becomes more interested in learning more about investing we are thinking of starting with a dividend paying ETF or fund, any suggestions on a few ETF's or funds
Read Answer Asked by James on June 21, 2024
Q: As an older investor, I am considering a gradual move from mostly individual stocks to a fully ETF portfolio. My thinking is to allow management simplicity for my wife in the event of my death or disability. Seeking dividends predominately but also a representation of growth. Can you please suggest an array (portfolio) of ETFs that I could begin migrating towards? As always, your advice is appreciated. thank you
Read Answer Asked by alex on May 08, 2024
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.
Read Answer Asked by Pat on May 08, 2024
Q: In answer to Pat's question on Mar 19 related to CDZ and the % in Financials and % in Telco's.

ZLB = 19% financials and 9% in telcos.

Also....use the 5iR chart and compare CDZ and ZLB. ZLB outperforms CDZ in the 3 yr, 5 yr and 10 yr timeframes by a wide margin and the charts are Total Return!!

I have held both CDZ and ZLB for years as a core conservative part of my portfolio....very little overlap in their holdings and both steady performers (although I admit ZLB is better).

Steve
Read Answer Asked by Stephen on March 22, 2024
Q: Want to simplify my RIF investing as I am almost 80. Can you recommend several etfs that provide an easier and more comprehensive approach; I have a number of dividend holdings but I would like to broaden my exposure to international markets. Thank you.
Read Answer Asked by don on March 07, 2024
Q: Hi Folks,
I am looking suggestions for my non reg account,
I currently have 7% weighting in HHL and 7% in ZWE. I am close to retirement age.
Also is there a website that indicates whether the income from etfs/ stocks are dividends or interest.
Cheers

Cheers
Read Answer Asked by Michael on February 08, 2024
Q: Please recommend 5 ETF's for a young investor just starting her career and investing in her first TFSA. Thank you in advance.
Read Answer Asked by Helen on February 08, 2024
Q: If one was to anchor their RRSP portfolio with VBAL which is a 60 equity/40 fixed income split, but would like to be more 70/30. Would you add another ETF or two to achieve the desired weightings? Does this strategy make sense? What would be Five i's thoughts and suggestions.

Thank you
Read Answer Asked by Mike on January 19, 2024
Q: Hello. What are your best recommendations for ETFs that focus on dividend growth companies?
Read Answer Asked by Robert on January 15, 2024
Q: “Horizons ETFs Management (Canada) Inc. said that since no distributions are expected to be paid, the ETF will be more tax-efficient for investors who hold it in non-registered accounts.”

Can you please recommend me a few Canadian and US listed alternatives that I may want to consider?
Read Answer Asked by MG on November 13, 2023
Q: I'm interested in investing in a basket of companies that you think have the ability to increase their dividends even in a recessionary environment. Could you please send me some of your favourite ETF's that would give me exposure to these kinds of companies. If possible could you suggest ones that give me the necessary exposure to:
Canadian companies
American companies
International companies.
Thanks for your appreciated support.
Read Answer Asked by Les on October 20, 2023
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