Q: Do CDZ and HXT etfs together constitute reasonable Canadian equity diversification, or are there serious overlaps or omissions? Thank you
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Investment Q&A
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- iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- Vanguard FTSE Canada All Cap Index ETF (VCN)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
- Vanguard U.S. Total Market Index ETF (VUN)
- Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH)
Q: I am currently moving some of my portfolio from stocks to ETF's. I want only a plain vanilla flavoured portfolio. I have been going through your questions and answers regarding ETF's, and given the diversity of situations and dates, I am getting a little confused. i wonder if you could suggest the best for broad canada, broad U.S., and international?
thanks
thanks
- BMO Covered Call Utilities ETF (ZWU)
- BMO Low Volatility Canadian Equity ETF (ZLB)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
Q: Bought a small portion of ZWU(covered call utilities with 0.72% mer) @ $15.04 in mid 2013(now$13.33) & loss is covered by the 0.08pm distribution.Please advise if I should switch to T,BCE.FTS, CDZ(0.67% mer) or Zlb(.39% mer)In 2013,I did not know what stock in the sector to buy.Since I joined 5I,I learn a lot & now tend to prefer a stock that is suggested by You.Thanks for your usual great advices & services.
- BMO Covered Call Canadian Banks ETF (ZWB)
- BMO Low Volatility Canadian Equity ETF (ZLB)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
Q: Ours is a very conservative portfolio, with one third in dividend-paying equities, half of that individual stocks and half no-load funds. The latter's performance doesn't seem to justify the MER's so I would like to reduce, maybe eliminate, that cost, roughly $5,000 per year. Any thoughts you might have on how best to effect that change and what form that should take, eg less funds, more stocks and/or ETF's, will be much appreciated.
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
Q: For an ETF investor with a small portfolio do you see any compelling reason to hold BOTH XIC and CDZ for the Canadian component? Or would one suffice? If so which would you prefer?
- BMO Canadian Dividend ETF (ZDV)
- BMO Covered Call Canadian Banks ETF (ZWB)
- BMO Low Volatility Canadian Equity ETF (ZLB)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
Q: I would like to divide $100,000.00 into 4 ETS of equal weights. Preferably high yield but still conservative. I have been trying to do it myself but I am overwhelmed by the choices. I currently have the two above but they may be too much the same.
Thanks for being there!
Bryan
Thanks for being there!
Bryan
Q: Could CDZ be considered a growth ETF similar to IWO?
Thanks Ron
Thanks Ron
- BMO Low Volatility Canadian Equity ETF (ZLB)
- iShares Canadian Select Dividend Index ETF (XDV)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
Q: Over the past few months ZLB is no longer outperforming the others. I would like to pool these funds, add some cash to bring it to 5% of my holdings and invest it into a good conservative ETF. Please comment. Thank you.
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- Vanguard FTSE Developed All Cap Ex U.S. Index ETF (VDU)
- Vanguard U.S. Total Market Index ETF (VUN)
Q: Hi, I have these 4 ETFs in my wife's accounts, in approximately equal weights:
XIC
CDZ
VDU
VUN
Does that look about right to you for an ETF investor?
Thanks,
Robert
XIC
CDZ
VDU
VUN
Does that look about right to you for an ETF investor?
Thanks,
Robert