Investment Q&A

Q: With BAM's takeover of BPY I will have some cash in my RRSP to invest. I want to add to my position in the US market. I currently hold the above ETFs in my RRSP in fairly equal weightings and represents a total of 20% of my total investible assest. The cash from BPY would represent a half position relative to my other US holdings. I do not need to RRIF for another 8 years.
2 questions:
1. Can you recommend another ETF for the US market in CAD that might supplement my current holdings or simply add proportionally to my existing holdings.
2. I am a bit concerned about the S&P 500 and the recent addition of Tesla which is at a stratospheric valuation in addition to the FANG stocks which are also at high valuations. (I also have a position in FANG with ZQQ). Would a switch to EQL or similar ETF provide a better balance and take advantage of a more broad market recovery in 2021.
Thanks.

Q: Is there much overlap in holdings between These two ETF’s?

Q: Are any of the ARK funds involved in clean energy?
If not do you think adding a clean energy ETF would be complementary to owning ARK funds.
Thanks Peter

Q: Is there a index measurement for Dividend funds/ETF's for Canadian and US portfolios? How did these index's perform in 2020?

Q: How did the Financial Index perform, in Canada and the US in 2020?

Q: Hi 5i Team
I would like to invest in a Canadian ETF that follows one of the Canadian Indexes. I am retired and looking for some yield (3%) and returns that an index would give me. Any good suggestions.
Kevin

Q: Happy New Year!
I currently have no US exposure, Looking for some Canadian Based ETF US Tech exposure. Interested in XQQ. It has risen a lot the past year with the rest of the market. Is it buyable today? Do you have another preference? Is it suitable for a non-registered account?

Secondly, if I want to build up my US exposure using Canadian ETFs, can you give me some names I could start with?

Q: Accordingly to the Portfolio Analytics I need to bring up my International Allocation up 25%.
Any Suggestions?

Thank you, John G.

Q: Which sectors do you expect to perform best in 2021?

Q: Happy new year. Do we know what this stock price will start trading at on or before February 1?
Thank you

Q: Retired, dividend-income, "buy-and-hold" investor. I am light in Consumer Cyclical. Do you still like Leon's? What other choices would you recommend that pay at least a 2.5% dividend. Please rank them for total return best to worst.
Thanks....Steve

Q: would like your comment on Analyst ratings. when doing research and I look at an Analyst rating, are we looking at the star rating or perhaps the win loss rate. A hundred percent win would be nice but in reality would we be looking at say 75% and better? I would think an Analyst would have better insight into a company and better prediction than I. Just wondering how many investors follow Analyst ratings and if they follow specific analyst that have a high success rate?

Thanks Dave

Q: Hello Folks:
Do have an opinion on Mongolia Gold
T.CGGG
Thank you so much
brian

Q: Hi Peter...I am 69 years old. My thoughts on my RIF withdrawal strategy are to first take out any cash collected from the dividend paying companies which get me to about 50% of the minimum withdrawal. The next step would be to transfer out Canadian or US capital appreciation companies into our margin accounts. I realize it could be argued it is best to shelter capital appreciation companies inside the RIF as long as possible so an alternative approach would be to take out Canadian dividend paying companies (like BNS or TD) first. However in the end it might be preferable to work down the RIF size to reduce a sizeable tax hit upon death. In spite of 2020 withdrawals and market gyrations my RIF grew by 11% over the year.
I suppose if the RIF is to go to charity upon my or my spouse's death it is best to maximize the RIF. Only take out enough money to keep CRA happy and suit one's lifestyle.
I know you are just a youngster (!) but any thoughts you have on this "ageing" topic would be appreciated.
Regards,
Jim

Q: Your thoughts on BBCP

Q: I was surprised to see you quote ENB as one of your top Canadian dividend picks in a recent question.

I am troubled by the "low" increase in dividend growth this past quarter. Please help me interpret this from a numbers (earnings, cash flow, future growth) point of view that would reassure me that it deserves to be amongst your top Canadian dividend picks.

thanks

Ernie

Q: i know these companies are worlds apart my understanding is that there is a short supply of doo products and not a whole lot of competition sounds a bit like the tesla story? if so this company has possibly a great bright future what are your thoughts?

Q: Are utility stocks and other dividend names under greater pressure with a rising 10 yr yield? If so, could you please explain why? Thanks.

Q: 10yr TB reached1% since Mar/20.U added 1% of BNS to Balanced Port on Nov 26.Is this a good time to buy/add? Or U prefer TD? Txs for u usual great services & views. All the Best to all of U for 2021 & continued great picks

Q: I currently own $10K in each of these companies,,, looking to invest another $10k into possibly SLF or BCE. I look at 1 year at a time and then judge after. My aim is growth. Would you change anything?