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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: My question is 2 part.
I am a long term investor, ok with risk and fluctuations and no need for the cash anytime soon.
Ive read a few of your comments regarding some hesitation towards emerging markets. Would you sell out of VEE or do you see it doing something positive soon?
What do you think about buying into one of the trillion dollar companies now? I was hoping for a dip on Amazon, but that doesnt seem likely to happen. Do you have a favorite? Would you reccomend using the proceeds from VEE to do this or keeping VEE and using new money?
Read Answer Asked by david on September 06, 2018
Q: What is the difference between these two ETFS? I own XEC but noticed that VEE has a much higher dividend. Would it be worth swapping as I do like getting income while I wait for growth.
Read Answer Asked by Carla on September 06, 2018
Q: Transitioning my mutual funds to a self managed ETF portfolio of near equal weighting of ve, vee, spy,vig and iwo for all USA and international exposure. I am due for another block of buying. Which of the 5 above would be best to add now. VE and VEE are down so average out my loss? On weighting I was due to add mostly VEE and IWO. Just starting the transition so can add pretty much any of them.
Read Answer Asked by Tom on August 29, 2018
Q: Gentleman,
I am looking after my mothers investment account which is currently valued at 400K. She is 75 and does not currently require the funds. I have 40K invested in each of the following ETF's - VFV, XSP, VVL, VGRO, XWD, VEE, XIN and 100K in VBAL and 20K in cash. Would you make any changes to my current ETF allocation? Will also be adding 100-200K to portfolio what would you recommend?
Always appreciate your advice,
Steve
Read Answer Asked by Steve on August 23, 2018
Q: Hi,I want to diversify my RSP which i already own a large position in Turtle Creek US Fund ,Barometer Global Macro Pool,and Edgehill International Advantage Fund and am thinking of adding the ETF's mentioned to this mix.
I am wondering your opinion on this group as a whole and if you would not endorse any of the additions i am planning.
Thanks,
Brad.
Read Answer Asked by Brad on August 17, 2018
Q: I need to beef up my foreign holdings. What is your recommendation on emerging markets ETF
Read Answer Asked by GRAHAM on August 09, 2018
Q: I currently own the following ETF's/ Funds. Canadian- ZCH ZSP FLI CJP COW VE VEE XGD ; U. S.- IWO AWF BBH FEZ XLRE XLF KRE XLK. In your view, are there any which should be sold to reduce duplication or for other reasons? And which are worthwhile adding to in this market? Thank you in advance for your usual well-considered reply.





Read Answer Asked by Harold on July 31, 2018
Q: I'd like to add some U.S. and emerging markets exposure into my TSFA. Could you please recommend a couple of ETF's (or other investment options) that would help me accomplish this. Thanks

Dave
Read Answer Asked by David on July 25, 2018
Q: On BNN this morning Larry Berman made a comment about ETFs that are sold in Canada and are essentially repackaged ETFs from the US. He stated that there is some double taxation going on. I believe related to withholding taxes although he didn't explain in detail.
I hold VGG and VEE which are repackaged holdings of VIG and VWO, respectively.
Is this in fact true and how much of an impact would this mean to the rate of return?
Read Answer Asked by Bruce on May 29, 2018
Q: Hi- my husband and I would like to put some of our RSP money into ETFs for long term growth. We are interested in US ETFs but not sure if you cover US ones or not. If not, are there some Canadian ones you would suggest? I already have XIC.TO and CDZ.TO
Thanks, Jill
Read Answer Asked by Jill on May 24, 2018
Q: as a follow up to my previous question could you please provide a listing of specific companies that compromise the largest holdings for India and China and their portfolio weights? Thanx.
Read Answer Asked by Steve on May 17, 2018
Q: aside from expenses,what are the differences between xec and vee,specifically with regards to holdings and weightings in specific countries? I own vee and am wondering if xec would compliment/add to vee. Thanx for your services.
Read Answer Asked by Steve on May 17, 2018
Q: Good day,

I currently have in my TFSA portfolio the following stocks which you had recommended
(KXS, PHO, SIS, TOY, PBH, SHOP and DOL). I have 10K which would like to add to my TFSA. What stocks would you consider purchasing to compliment what I already own?
Read Answer Asked by Enzo on April 16, 2018
Q: Are you aware of any ETF that focus on emerging market with a value focus ? I only found FLQE and TLTE that have a lower P/E and that have a lower % of tech compare to VEE or VWO.

Read Answer Asked by Olivier on April 11, 2018
Q: I have the above (ZBK, CJP, VEE, XFH) ETF's making up part of my portfolio in order to gain exposure to international markets and US bank growth as a result of tax cuts, rising interest rates and deregulation. I'm wondering whether i should be making any switches to other ETF's that would be giving me a better overall return (given currency, growht profile, MER, concentration etc.)...or would you switch nothing?
Read Answer Asked by Jeff on April 05, 2018
Q: I am heavy canada and have decided to diversify globally with ETFs on my own.
Bought some VE and VIG today off the CMS model portfolio list to start on the market dip today. I dont need ANY Canadian exposure so looking at adding positions in VEE, SPY, IWO. Not really interested in ZWU at 0.71 MER. Any preference on which you would add this week? Other options not on CMS portfolio. Balanced growth equity follower. 5+year time frame.
Read Answer Asked by Tom on April 03, 2018
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