Q: I have a question about VFV and index ETFs generally. If equity markets are facing headwinds in the next year or so as some analysts believe, would this be the wrong time to sell individual stocks in my investment account and go to index funds? My goal is to simplify and de-risk my portfolio and reduce some volatility. Thanks for your help, Ron
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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.
- iShares Russell 2000 Growth ETF (IWO)
- Vanguard S&P 500 Index ETF (VFV)
- Vanguard Total International Stock (VXUS)
Q: For a tfsa, just starting in 2019, what 3 eft would be best?
MJE
MJE
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- Vanguard S&P 500 Index ETF (VFV)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
- Vanguard Total International Stock (VXUS)
Q: Which etf's or index funds would you use today to allocate $100k in a Canadian registered acct. for a longer term hold and in what proportion?
Thanks.
Thanks.
Q: Good Morning, would you buy XMH today or just buy VFV for a long term RRSP hold? Thanks again
- Global X S&P 500 Index Corporate Class ETF (HXS)
- iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
- Vanguard S&P 500 Index ETF (VFV)
- Global X Nasdaq-100 Index Corporate Class ETF (HXQ)
Q: I am considering holding VFV and XQQ in my personal unregistered accounts because they produce dividends. I could borrow money to invest in them and write off the interest. On the other hand, would it make sense to put HXS and HXQ in my passive corporation (no active income) as these two produce only capital gains and no distributions? Is there a big difference in dividends earned in a passive corp vs
personally? Also all of these will not count towards the T1135 limit. Any thoughts?
personally? Also all of these will not count towards the T1135 limit. Any thoughts?
Q: I am considering adding these two to my non-registered account. This would be in CDN $ and no tax T1135 forms. My question is what year end tax paperwork do these products have? such as ROC, T3, T5. I'm guessing they have T5's which is fine, but I sold my REITS in my non-registered accounts due to the late paperwork. I do not want to repeat this mess.
- iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
- Vanguard S&P 500 Index ETF (VFV)
- Global X Nasdaq-100 Index Corporate Class ETF (HXQ)
Q: Hi,
Best ETF in Canadian $ for an RRSP to cover:
1. Nasdaq 100
2. S&P 500
There are numerous products, why do you like your picks over the rest?
Best ETF in Canadian $ for an RRSP to cover:
1. Nasdaq 100
2. S&P 500
There are numerous products, why do you like your picks over the rest?
- iShares Core S&P/TSX Capped Composite Index ETF (XIC)
- Vanguard S&P 500 Index ETF (VFV)
- Vanguard U.S. Total Market Index ETF (VUN)
Q: HI Team
After 2-3 years in the making (getting a root canal would have been more pleasant), I finally convinced my daughters to start contributing to
their RRSP and TFSA accounts held at RBC Direct Investing. Aged 23 and 25 they really don't have much., just around 10 000 in RRSP. I was thinking equally splitting the money into XIC and VFV or VUN. RBC has started their own Robo Adviser service.Would that be a good idea for them since they can contribute monthly to those plans and have a more diversified portfolio? Do i stick to the original plan with the above mentioned ETFs and repurchase yearly to keep costs down? Thank you in advance. Sam
After 2-3 years in the making (getting a root canal would have been more pleasant), I finally convinced my daughters to start contributing to
their RRSP and TFSA accounts held at RBC Direct Investing. Aged 23 and 25 they really don't have much., just around 10 000 in RRSP. I was thinking equally splitting the money into XIC and VFV or VUN. RBC has started their own Robo Adviser service.Would that be a good idea for them since they can contribute monthly to those plans and have a more diversified portfolio? Do i stick to the original plan with the above mentioned ETFs and repurchase yearly to keep costs down? Thank you in advance. Sam
Q: Is it necessary to complete CRA form T1135 for investment of more than $100,000 in this ETF in a Cash Account.
Q: Good morning,
Can you suggest an ETF on S&P 500 that trade
in Canadian currency and unhedged? A little bit of history in performance will be helpful. Thanks in advance. Rossana.
Can you suggest an ETF on S&P 500 that trade
in Canadian currency and unhedged? A little bit of history in performance will be helpful. Thanks in advance. Rossana.
Q: What would be your percentage recommendation between XIU and FVF if one were to invest a total of $100,000. My own gut feeling would be 60% FVF and 40% XIU. With Thanks, Bill
Q: Can you offer investment ideas regarding: 1) $5,000 in an RESP (5 month old child) and 2). $5,000 in TFSA (30 year old mom)
Thanks
Thanks
Q: In a response to Albert yesterday you stated: "If one had, say, 25% tech on their own and 20% S&P ETFs, then total exposure would be 30%+, of course." It was not clear to me what you think a reasonable overall tech weighting would be for a portfolio.
Thank you.
Thank you.
Q: Any concerns with tech representing 26% of the S&P500 ? Is it time to move to a DOW etf which has a more reasonable 15% tech weighting?
Q: I am interested in the purchasing Horizon Benchmark ETFs, such as HXS because of the tax advantages. The MER is reasonable at .11% but they charge a swap fee of .30%. I assume that the swap fee added to the MER makes the total fee .41%. This would mean that from a fee perspective VFV is more attractive with an MER of .08%. Given the importance of low fees on total returns will VFV outperform HXS over the long run?
- iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD)
- Vanguard S&P 500 Index ETF (VFV)
Q: 1)Can you recommend a CDN ETF for the US consumer discretionary index?
2) Should it be hedged or unhedged?
3) Is there another Canadian ETF that is a more general reflection of the US market that you recommend for a long term hold?
2) Should it be hedged or unhedged?
3) Is there another Canadian ETF that is a more general reflection of the US market that you recommend for a long term hold?
- Vanguard S&P 500 Index ETF (VFV)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
- Vanguard U.S. Total Market Index ETF (VUN)
Q: I guess I didnt make myself clear on an earlier question. I am looking for a US ETF that I can buy with canadian dollars, but unhedged. Preferably in the broad market, Technology, Financial and Health or a combination of all. I do not have a US account with my online brokerage.
Thanks again your service is supurb!
Thanks again your service is supurb!
Q: Hi 5i. I am just starting an RESP for my 2 yr old granddaughter. I'm thinking long term of course and with only $5,000 available was considering VGG or VFV for a start. Either one or both. What do you think or is there a better alternative ? Thanks for your help. Ron
- BMO S&P 500 Index ETF (ZSP)
- iShares Core S&P 500 Index ETF (XUS)
- Vanguard S&P 500 Index ETF (VFV)
- S&P 500 ETF TRUST ETF (SPY)
Q: Hello,
I would like to buy S&P 500 index through ETF. Could you explain the differences among VFV/T, XUS/T and ZSP/T. Which one of them you recommend? Should I convert Canadian dollars to US dollars to buy SPY? Should I buy hedged ETF(S&P 500 index)?
Thanks
Victor
I would like to buy S&P 500 index through ETF. Could you explain the differences among VFV/T, XUS/T and ZSP/T. Which one of them you recommend? Should I convert Canadian dollars to US dollars to buy SPY? Should I buy hedged ETF(S&P 500 index)?
Thanks
Victor
- iShares Core MSCI All Country World ex Canada Index ETF (XAW)
- BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
- Vanguard S&P 500 Index ETF (VFV)
- Global X Nasdaq-100 Index Corporate Class ETF (HXQ)
Q: Hi there, I am a balanced equity investor with a tilt towards growth and have about a 20 - 30 year outlook. I currently own all Canadian equities in my portfolio and am thinking to add a 15% position in the broader market. For a balanced, growthy investor, which ETF listed on the TSX would be best? Or is there a better alternative you could suggest? Thank you!