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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: In order to protect my portfolio from further damage I am thinking about adding ETF which short indexes. How would you consider the above three as short play to recover loss and make some gains. Would you consider any other ETFs?
Read Answer Asked by Numa on July 15, 2022
Q: Hi Team I have not invested in Bitcoin but I am interested in BITI as a hedge as I see Bitcoin falling off and suspect it may the winner on a race to the bottom. I placed a small order and was flagged that there may be MER charges. So 2 questions. Is an inverse Bitcoin pure speculation or a plausible hedge. Are MER charges on ETF's normal? I would also like your recommendations on hedges that may be soflen a downturn....up to 3 questions now!
Read Answer Asked by Robert on January 18, 2022
Q: Recently I read John De Goey's Sept 2020 MoneySaver 'Portfolio Insurance' article. His custom-built inverse notes moderate risk by moving in the opposite direction of the market. He advises his clients to use them for up to 40% of their portfolio. Are there preferred Can and US ETFs that do the same thing, and what would your thoughts be about their use?

I have tried to moderate risk by building RRSP, TFSA and to a lesser extent, the unregistered accounts around all-in-one ETFs (VGRO, VBAL and VNCS) using specific growth or income stocks and bonds to augment the ETFs according to the type of account. The US side follow the same pattern but with themed ETFs (ARKK, ARKF, IHI, VIG, VDC, IWO, VHT, SPY). According to Port Analytics, I am sitting at approx 70% stock, 20% income, 8% cash and 2% diversified.

My thanks.
Read Answer Asked by David C. on February 18, 2021
Q: Would you please recommend a couple of inverse etf's or bear funds to hedge the current market enthusiasm. Both Cdn and US pls. Thanks.
Read Answer Asked by John on February 09, 2021
Q: If an investor is expecting a potential 10% market pullback in the coming weeks and they want to "partially" hedge their portfolio without selling or shorting their holdings, what percentage of an inverse ETF like PSQ would you recommend holding versus the value of their long position? In other words, in a $1,500,000 portfolio, what dollar amount would you hold in PSQ shares? Thank you!!
Read Answer Asked by Greg on February 04, 2021
Q: I have a question related to inverse index ETFs and payments of dividends.

I hold 100 shares of the New York-traded ETF "PROSHARES SHORT QQQ", ticker PSQ, which behaves in an inverse way to the NASDAQ index. Last week I received a dividend of US$4.01. Although this is a modest amount, I am very surprised that I would receive any dividend at all ! How can this be with an inverse ETF? (If anything, I would expect to have deducted the dividends of the underlying shares, as is the case with a "short" of an individual stock.)

Thanks for any clarification you can provide!
Read Answer Asked by Gregory on April 03, 2018
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