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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,
I have been considering these covered call ETFs for income as a long term hold. I am recently retired. On researching them however on their BMO fact sheets I see a MER of .71% and total expense of .92%. As well in the holdings on the fact sheets I see only about 0.1% of their holdings are classed as covered calls. Seems like a lot to pay in total expenses for only 0.1% of holdings in covered calls. A pure bank ETF or utilities ETF or would be much cheaper. Am I missing something?
Read Answer Asked by MANFRED on January 27, 2022
Q: I never bought a REIT because I own another investment condo in Toronto. Would you factor that to your entire portfolio or add another REIT unrelated to residential like MPW, AMT or something industrial? If you would add regardless of having another income property, what would you add?
The condo rent has positive cash flow and the equity is about 3 percent of my overall portfolio. Analytics suggests a 4 percent REIT holding.





















Read Answer Asked by Chris on January 27, 2022
Q: What is the relationship between these two, and is it a good time to buy SQQQ? Naby Thanks!
Read Answer Asked by Austin on January 27, 2022
Q: What are you thoughts on the FED meeting today? It sounded like the Interest rate path has not been decided yet, and would be revisited at the next meeting.

Do you think they can continue to kick the can down the road, and what are the implication if they keep doing so?
Read Answer Asked by Colum on January 27, 2022
Q: Hi team,

ARK invest has a new ETF: Ark Transparency. What do you think about it ? How does it compare to other ARK ETFs ? Would you buy any of these ETF now for a TFSA ? Which ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on January 27, 2022
Q: The last MF that my mom holds in her non-reg account is CI Canadian All Cap Fund Series X. All other (higher fee) MFs have been converted to low cost ETFs. If she sells, there's a capital gain to be paid. It's not a trivial amount but it won't trigger OAS clawback. If she were your mom would you suggest she convert this to an ETF as well or is the MER low enough to just let it be? Or is one's view of what the Feds will do with cap gain inclusion rate a bigger factor?
Read Answer Asked by Brian on January 27, 2022
Q: I own LSPD in a registered account and am just breaking even. Considering swapping it out for SHOP, which I suspect may be lower risk and a sounder investment going forward. Given the wild ride both companies have had recently, which do you believe will perform better in the long term (3-5 years)? Thanks.
Read Answer Asked by Maureen on January 27, 2022
Q: We recently initiated a TFSA for a family member (long-term buy & hold); the 10 securities purchased (in approximately equal amounts) were: Aritzia (ATZ), Unilever (UL), GoEasy (GSY), SunLife Financial (SLF), BAM (BAMa), WSP (WSP), Algonquin Power (AQN), Telus Int'l (TIXT), and an ETF called XUSR. Still have ~15% capital (~$12,000) to invest. Which 3 or 4 of these would you have greatest conviction to add to? And/or is there another security which would complement the above?

Ted
Read Answer Asked by Ted on January 27, 2022
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