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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: Is there an ETF that provides equal weight coverage of the TSX similar to what EQL does for the S&P 500?
I would like to increase my ETF holdings providing a broad coverage of the Cdn market vs individual stocks. I already have a heavy weighting in individual financial stocks and most TSX ETFs would simply further skew my overall balance.
Read Answer Asked by Bruce on April 23, 2024
Q: Hi Guys

It seems during the last year that the Mag7 have really had their time in the sun. I am wondering if there might be some rotation out of these names. Wondering where you thought the best returns would be over the next few years in a S&P 500 type ETF:

1) XSP - iShares Core S&P 500 Index ETF
2) An Equal Weight S&P 500 Index like Invesco S&P 500 Equal Weight Index ETF, 3) or or something like the Vanguard Dividend Appreciation ETF.

What ETF would you think would do the best

Thanks

Stuart
Read Answer Asked by Stuart on January 29, 2024
Q: I am looking to add exposure to the US market in my TFSA. I currently own ZSP and ZNQ and would like to add an ETF listed on the Cdn exchange that would balance my exposure to the Mag 7. I have seen you recommend EQL which I am considering however is there another ETF that would broaden my exposure beyond the S&P 500. Perhaps to include some mid and small cap stocks?
Also would you expect that mid and small caps will outperform given where we are in the market cycle?
Read Answer Asked by Bruce on January 16, 2024
Q: Hello, Would you please provide your comments on EQL as a safety play (reduce MAG7 weight) to VFV? I hold a very oversized position between VFV & VOO and am looking for your recommendation for an equal weight in CA$. Could you also provide a US$ version that you would recommend?
Thank you.
Read Answer Asked by Randy on January 09, 2024
Q: I am considering making an investment in this ETF. I understand that it basically follows the returns of the S & P 500 and is equally weighted. Any information you may have on this ETF would be appreciated. Do you consider it a good investment. I look forward to your timely comments. Thank You.
Read Answer Asked by Brian on January 08, 2024
Q: Looking to add S&P 500 exposure in my portfolio through one of 3 ETF's;
VFV or EQL hedged or not hedged. Normally would prefer unhedged but with our low dollar may be some merit in selecting a hedged version of EQL.

What would you recommend and could you please provide some rationale for your recommendation. Thanks.
Read Answer Asked by John on December 11, 2023
Q: Hi

Hoping to reduce the number of etfs in our RRSP accounts.

Is there a need to have both EQL and EQRR?
Is there a need to have both IYW and METV?
Is there a need to have ZDI and XEH?

Thank you and any other suggestions are most well.

Thank you

Mike

Read Answer Asked by Mike on August 22, 2022
Q: For a 10+ year passive hold of approximately 25% weighting of total equities investment (mix of registered and non-registered accounts), do you see an advantage of holding EQL vs a straight S&P 500 index like VFV including taking into account the fees differences. And for non-registered accounts- CAD hedged or non-hedged?
EQL feels a little better to me even with the fee but maybe I'm overthinking this one. Thank you.
Read Answer Asked by Jordan on May 20, 2021
Q: Can you suggest an US Equal Weight trading on TSX or on US Exchange? BEP.UN or BEPC for non-registered account? Thank you
Read Answer Asked by Shiraz on April 26, 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
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