Investment Q&A

Q: Gentlemen,
Can you please suggest 1 or 2 ETF with well Sectors balanced or equal sectors for each market Can, US, int'l, & emerging (in Ca$ and/or US$) ?
Thank You
Best regards.

Q: I want to build a somewhat buy and hold portfolio that has a decent dividend. What are your thoughts on ZPW, ZWH, ZWC and what percentage would you give to each? Another possible portfolio would be MKC and MUS.
Your thoughts - thanks

Q: There is currently a plethora of ways to invest in the US Market without touching sector funds. Would you use any of the above ETFs and if so in what proportion or would you suggest using any other US ETFs as well. High conviction US Mutual funds are also an option; but the fees are somewhat higher. I currently have no US coverage and am looking at establishing a 15-20% position. I know timing is a bit of a quess; but with the recent run up would you please suggest a strategy?

Thanks and
A very Merry Christmas to all

Q: What is your opinion of the Mackenzie maximum diversification etf managed by Tobam, aside from the size of those etf which could be a shorterm issue.

Regards Alain

Q: A new investment strategy, based in Paris, has developed TOBAM (Think Out of the Box Active Management), which is a new anti-benchmark strategy of investing with a goal of minimizing volatility swings in the markets. Whereas the TSX has a 35.64% weighting in financials and a 20.58% weighting in Energy, TOBAM's strategy limits financials to 22.1% and energy to 9.1%. Consumer Staples, on the other hand, are weighted at only 4.16% on the TSX, while TOBAM gives that sector a weighing of 14.4%. While the strategy is fairly new, when you back-test data to 2001, it does seem to be working. Mackenzie Financial has a number of ETF's utilizing this strategy. I am interested in three of them... the Mackenzie Maximum Diversification Canada Index (MKC on the TSX), the Mackenzie Maximum Diversification U.S. Index (MUS on the TSX), and the Mackenzie Maximum Diversification Developed World ex North America Index (MXU on the TSX). All three are traded fairly thinly. The first two are currently at their highs, the last is currently at its low. Your insight please.