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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: 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
Q: I currently hold CDZ and VGG in my RRSP. I am looking to add a similar product with more international exposure. Are there any Canadian listed ETFs that focus on European, International, and/or Emerging Market dividend growers?

Thanks!
Read Answer Asked by EVAN on March 12, 2018
Q: If the Cdn dollar continues it's downward trend, is it better to own VEF [hedged] or VEE [non-hedged]?
Thanks
Read Answer Asked by steve on March 05, 2018
Q: I would like to diversify my portfolio with a non US International Equity Fund. I have been considering the Mawer International Equity Fund, but am leery of their MER. What are your thoughts and possible options?
Read Answer Asked by Guy on March 04, 2018
Q: Only have room for one of these in my TFSA. Could you rank them?
Another question. Is there any easy way to find information on a particular investment in previous monthly ETF & Mutual Fund Updates?
Thanks again for all your help.
Read Answer Asked by James Robertson on February 28, 2018
Q: Good morning.... we are 15 years away before we may need to access our RRSP..
We sold all enegy (although would be okay with one "best of class" or ETF)..
I have a solid mix of similar weightings (BCE,BEP.UN,BNS,PBH,ATD.B,FSZ,SJ,GUD SIS). I would like fixed income/US/International exposure...I will be adding XHY..
I am looking for suggestions for either a few ETF you recommend for US/International exposure...keeping in mind we would not need to withdraw for at least 15 years..and if you think should have a minimum of 5% in energy or alternate AI ETF...

Thanks
Matt
Read Answer Asked by Matthew on February 15, 2018
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