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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: Hi Gang,

I have been holding the above for a while and I'm now underwater and I would like to buy the opposite side (bear) to turn it into a neutral market trade until things calm down a bit, I looked at HIU which is also non leveraged 1/1 but does not seem to match VSP, please advice as to what I can do to neutralize the trade, again thank you for your advice. Anthony
Read Answer Asked by Anthony on April 04, 2018
Q: I'm looking for recommendations on how best to invest USD 175k sitting in cash since last week. Though tempted by the US buying opportunities, I've been avoiding buying US shares directly due the hassles and costs of US tax exposure. I've only bought 50 shares of ZSP.U so far. Is this a good place to invest more? Can you recommend other good investment vehicles for a non-registered portfolio that will capture US growth/income without currency exchange or US tax?
Read Answer Asked by Randolph on February 20, 2018
Q: Hello!

I am mirroring your model portfolios and I currently have 50% of my holdings invested in Balanced, 25% Income and 10% Growth. I also have 10% of my portfolio equally split between VEF and VSP.

I have the opportunity to increase my holdings by about 30% and I'd appreciate your help in deploying those additional dollars.

Should I allocate across the board based on the same percentages? Should I up my percentage in VEF/VSP? Or is there something other investment(s) you would recommend?

I foresee a 6-8 year horizon before needing to draw down on any of these investments.

Thank you for all that you do. I really appreciate all your effort.

Best regards
M
Read Answer Asked by Michael on January 30, 2017
Q: Hello,

Over the past several years I have put together an adhoc portfolio with the following allocation:

ZEO (oil) %4
GIB.A %36
GILD %11
VOO %27
VSP %9
VIG %13

My goal overall is to build a long term growth portfolio (25-30 years) with some stocks mixed in. Any recommendations on how or if I should re-balance this? In your opinion is there anything I should move away from or that may be missing from this portfolio that I should add for long term growth? (ex. emerging markets or a global equity market index ETF).

If so, you could please provide a couple I should consider? I have a lump sum that I plan to contribute to the portfolio over the next 60 days.

Thank-you very much in advance!
Ryan
Read Answer Asked by Ryan on January 18, 2017
Q: I am interested in buying an ETF that would cover the S&P 500 index. From looking at previous questions, I see 2 that are talked about, namely VFV and VSP. I was planning on buying VSP but I find the volume is very low compared to VFV and also VSP is CAN hedged(which I don't quite understand).

Can you give me a brief idea of the difference between the 2 and which would be the best to purchase long term?

Or are there other S@P 500 ETFs that you would suggest with a pretty good dividend?

Thank You,
Andrew
Read Answer Asked by Andrew on October 20, 2016
Q: Hi,
Im a young, passive investor. Im looking for long term strong TFSA growth to eventually convert into TFSA retirement income. I am new to investing and don't really have a grasp on all the concepts yet.
Can you offer an opinion/advice/education on the pros and cons of investing in ETFs that are Canadian dollar hedged vs. non. Which you you recommend for long term consistent and strong growth.? The two listed are what Im thinking for gaining some US exposure, unless you are able to recommend something better?

Thanks!
Read Answer Asked by david on May 13, 2016
Q: Hi,
My brother is a Primerica agent (err..salesperson). Im not big on Primerica as a company at all. He keeps pushing though about this large cap fund ( http://www.fidelity.ca/cs/Satellite/en/public/products/mutual_funds/equity_funds/cdn_equity/bu) supposed to have great long term returns. One of the things I don't like about this is the management rate of 2.28%.
Im not an active investor, but have some exposure to real estate (through reits) and a little finance through CM.
I am young and have tfsa savings and want to invest in long term growth (etfs maybe?). Could you offer some recommendations on good long term low cost, passive investments?

Your website is awesome and Ill be signing up as a member tonight!

Thanks
Dave
Read Answer Asked by david on May 12, 2016