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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: XBB, HFR and FLOT have not held up well during this challenge. Can you suggest some liquid bond ETF's that will simply stay flat and pay a modest dividend?
Read Answer Asked by Gregory on March 23, 2020
Q: Just read your March 17 Stock Market Update article regarding "Where is the bottom???" and the bear Market histories. Very enlightening.

I have been almost entirely in cash for over a month now and noted your portfolio changes. You mentioned Adding a new 4% position of BMO Equal Weight REITs ETF (ZRE) in the Income Portfolio. ZRE has been very steady since inception in 2010 gaining almost 40% over that time period until the recent unprecedented and understandable 37% drop since Jan 31.

My question is where should we park our cash while we wait out this terrible situation? Should we just leave it as cash? Is the BMO ETF a suggestion for a short term hold? I did read your Trade Rationale and was a little confused by your comment "remove some of the 'tail risks' that might be seen if there are issues at any individual company." Am I right in thinking this is in reference to ZRE being an ETF? Apologies for my ignorance.

Thanks for all you do

gm
Read Answer Asked by Gord on March 23, 2020
Q: Can I get your thoughts on this etf? It only has $34 million in net assets. I am looking for a government bond ETF with a 1 to 5 year bonds with a reasonable management fee. Trying to get a bit more yield than GICs while preserving my capital. Any other investments that can achieve this? Thanks for your suggestions.
Read Answer Asked by Rino on March 17, 2020
Q: I'm 27 and have invested in my TFSA in 8 growth compagnies so far for long term holding (retirement). I save 10% of my salary in my TFSA for my retirement since I'm 22 as I read in Rich Barber few years ago. I wait until I've got 1000-1500$ and then buy a stock.
1) Other part in my saving is to buy a house with my girlfriend in about 2-3 years. What will you suggest us to invest in for that short period?
2) My girlfriend want to start investing for her retirement. I suggested her to invest in ETF at first and than change for a strategy like Beat the TSX when she has enough money saved. Is it a good strategy? If so, which ETF will you suggest to invest in?
Thank you
Read Answer Asked by Olivier on March 06, 2020
Q: Hi,

I have parked some cash in PSA (CAD) and MINT (USD) for short term until market and economy stabilizes. PSA invests into cash or high interest savings accounts of National, Scotia, CIBC banks. MINT invests into short term high quality corporate investment grade bonds. How safe are this ETfs if interest rates keep dropping and a severe global economic downturn or collapse of Financial markets. How much can the price drop be considering they are yielding close to 2%

Thanks
Ninad
Read Answer Asked by Ninad on March 06, 2020
Q: I'm a highly aggressive growth investor (thanks for your help). At 86 with too small a pension, its time for some fixed income. I've sold 25% of my equities. Where do you suggest I put this cash so I get some return? Thanks.
Read Answer Asked by Bill on February 18, 2020
Q: Can you recommend a money market fund to park some cash for about a year?
Read Answer Asked by Danny on January 22, 2020
Q: FYI: TD Waterhouse - This is what I get when I try to buy PSA or CSAV:

This order cannot be placed electronically. Please contact TD Direct Investing ... to place this order. [ 90211 ]
This symbol is not eligible for trading online. For assistance, please call TD Direct Investing. [ 44221 ]

Gotcha!
Read Answer Asked by Paul on January 21, 2020
Q: I'm looking for a safe place for cash with a decent yield. This could be for several months or several years. How would you compare ZSH to PSA? Is one better than the other? With uncertainty over interest rates, do you have any recommendations for the fixed income portion of an investment portfolio?
Read Answer Asked by Jack on January 21, 2020
Q: Any recommendation on where to park cash short-term within a direct investing account? I like the sounds of PSA, but 'for business reasons' TD Waterhouse does not allow TD Direct Investing Clients to purchase PSA. Instead, they offer their own savings account which only pays 1.60% in comparison to the 2.15% paid by PSA. Any suggestions?
Read Answer Asked by Chris on January 21, 2020
Q: In this ultra low interest rate environment, where it is maybe more likely for rates to climb than to fall, do you think the best place for the income component of a portfolio, aside from GICs, is in a bond ETF like VAB or a savings ETF like PSA?

Thanks.
Read Answer Asked by Alan on January 14, 2020
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