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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: I was intrigued by your answer today to the Q re selling shares: If a bid shows for more than 2,000 or 3,000 shares at a 1 cent to 2 cent spread, we would hit that and leave your other offering in place.
I am curious what is the thinking behind that strategy. I also have large position in a few small or microcap stocks and it often seems difficult to reduce a position in a way. My broke has offered to place an "iceberg order".
Read Answer Asked by Murray on April 08, 2019
Q: Your Analytics says I am very short of consumer defensive and technology stocks. I prefer monthly dividend stocks with some growth. Do you have any suggestions.
PS. I love your Analytics. It's a great addition to your service.
Dick
Read Answer Asked by Richard on April 08, 2019
Q: I currently own a combined 25% share in Canadian financials. I love the dividend, but I know it is heavy and I am concerned about the negative news I read about the banks. Is the future really that bleak for the banks. Thanks.
Read Answer Asked by JAMES on April 08, 2019
Q: Question on Analytics: I was wondering if you could consider a new feature to separately evaluate RESP from all other investments and/or exclude it form the overall assessment.. I don't want to count it towards my net worth. I know i can simply delete RESP positions but it would be very useful have a separate analysis for it.
Read Answer Asked by JR on April 08, 2019
Q: Are etfs considered fixed income? If not what is fixed income to add to my portfolio? GICs or ?
Read Answer Asked by Helen on April 08, 2019
Q: When looking at an ETF, sometimes I see, in addition to Management Fee and Management Expense Ratio (MER), Trading Expense Ratio (TER). I believe the TER reflects costs of maintaining the current holdings of the ETF in-line with what the ETF is trying to accomplish, and can be quite high when there is significant portfolio turnover. Is the TER included in the MER, or should one add the MER and TER together to arrive at the true cost of holding the ETF? I had always thought that the MER was the 'all-inclusive' cost, but I hear/read very little about an ETF's TER (and often, this is hard to find). Thanks.
Read Answer Asked by Walter on April 08, 2019
Q: Hello
I just sold my mutual fund edgepoint and I want to replace it with a another global fund or ETF or closed fund like cymbria. I find the management fees to high for an investor in td webbroker. They dont have a serie D. Can you suggest me a similar investment better return or similar with lower risk or similar but with lower management fees. Its could be in US dollar or canadian $
Thank you
Read Answer Asked by Alexandre on April 08, 2019