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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: Why are the put write index etfs so far under the radar? In Canada there is only ZPW which has a market cap of 110 million, and in the U.S. there is only HVPW with a market cap of 38 million. There is also ZPW.U which accepts only U.S. funds but it's extremely small at 5 million. The dividends on these etfs are over 7% and they don't seem any more unsafe than a covered call etf, though it is clear that the share prices could deteriorate as much as any etf under certain market conditions.
Read Answer Asked by Jerry on October 06, 2016
Q: Good morning Peter and Team,

Sorry for another question about the changes to the mortgage business! The new rules will undoubtedly disqualify a number of people from obtaining mortgages, thus relegating them to renting instead of buying real estate. I'm wondering if this is a buying opportunity for "apartment" type REITs like CAR.UN and IIP.UN. If so, what REITs do you find most compelling, and is there any preference as to where should they be held? (RRSP, RRIF, TFSA, Non-registered investment account.)

Thanks as always for your valued advice.
Read Answer Asked by Jerry on October 05, 2016
Q: Good Morning to All
I wish to clarify my previous question on Asset Allocation. I simply want your opinion on how I should allocate my three High Conviction Funds, Canadian, U.S. and International by %. I do not intend to increase my total equity. Sorry for the confusion.

Thanks Guys.
Read Answer Asked by Warren on October 05, 2016
Q: I would appreciate if you could provide me with 5 companies that provide the best balance between growth and income.

Thanks Valter
Read Answer Asked by Valter on October 05, 2016