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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'm seeking an ETF to help with disruptive technologies.

I have mostly banks, REIT's, and other dividend paying stocks. Less in
technology, health care though I have a few ETF's covering the space.

What I don't have are ETF's that would protect against a possible
decline in my positions: such as disruptive financial stocks (such as
ARKF) and emerging internet, cybersecurity for example. I have very
little knowledge ion these areas but they could well be important
going forward, as a minority position (maybe 5 - 10% of my portfolio).

Thoughts?

Read Answer Asked by John on June 28, 2021

Q: Hello
Thinking of retiring and drawing the dividends from our RRSP to replace income from employment until age 71.
Would it make sense to sell the first 4 mentioned and buy only EQL.
This move would give us $5,000. more yearly income from dividends (before taxes).
I mentioned selling VIG because of the currency variability and EQL pays a higher dividend..
We would still maintain growth ETFs like IWO, ICLN, KWEB, PSCH etc.
Thank you for your time.
Mike

Read Answer Asked by Mike on March 09, 2021

Q: I would very much appreciate explaining the difference between ARK and Evolve Etf's. Are ARKs actively managed while Evolves are passively managed? Would you please choose two or three of each that have a balance between better growth and lower risk and provide good diversification.
Thanks.
.

Read Answer Asked by Saad on January 27, 2021

Q: I have a well balanced portfolio, intentionally tech heavy. Recently I added 1/2% each of Cars, Hero, Cybr and Edge etfs. What do you think about selling my PEO and using it to bring my Evolve holdings up to 1% each?

Read Answer Asked by William on January 21, 2021

Q: I own a small amount ( about .5% each) in these varied areas of the above stocks. My balanced portfolio is a bit short on cash for other purposes. Would you rank these as you can, for possible sale and recommended keepers for adding to, in this market? Long time subscriber and thank you for putting it all our there.

Read Answer Asked by john on September 25, 2019

Q: Referring to the US company Cybr (and not the Canadian Eft), do you think it remains a buy? It has had a nice little run up but it seems anything good has run up a lot since December. The company seems to have stellar earnings per share growth but I don't know how that translates into the stock price. Is it overbought or is there more gain to be had in your view? Thank you.

Read Answer Asked by Jason on April 18, 2019

Q: Hi there, I like the risk profile of the names that you tend to select in the Balanced Equity Portfolio, however I am looking to build a growthier version that is concentrated in fewer names. Which 7 names would you remove to produce a portfolio with more torque?

Also, I am looking to layer on some US exposure at about a 25% weighting of my portfolio. I was thinking either going all HXQ, 50/50 HXQ/CYBR or 50/50 HXQ/VFV. Which do you think would be the best mix?

Thanks!

Read Answer Asked by Michael on April 08, 2019

Q: Hi team,
I did a fast calculation and my tech weighting is at 31%, broad etf's at 29% and the crumbs that are left over in energy, consumer dis. industrial, communication and health.
From the tech sector my highest weighing is SHOP at 5.04% all the way down to PHO at 1.88%

Although CYBR.B is an etf, I lump it in the tech sector. If you had to remove one or two to lessen the weighting which stock would you sell. I really like all those stocks but I am also aware need to up the other sectors.

Thank you

Read Answer Asked by Rino on February 01, 2019