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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: Hi,

I own both these funds. Both are held in a TFSA, and I am looking for "total return". I was thinking of selling one and adding to the other.

1. Is there a lot of overlap between the 2 ETF's? (I noticed on some trading days, they sometimes have a negative co-relation).

2. If you were sell one and add to the other, which would you sell? Or would you simply keep both "as is".

Thanks,

Craig
Read Answer Asked by Craig on November 11, 2019
Q: My grandson is 21, he has just opened a TD trading account. He will have $12000 to invest now . And he expects to contribute about Seven to two thousand this year. Can you recommend two or three investments to start with. Thank you . Chuck
Read Answer Asked by charles on November 11, 2019
Q: Hi,
Watching China lately and wondering if it might be a good time to start a position in a related ETF such as those mentioned above. Are these good choices, or are there better ones out there? I believe ASHR is an index sort of ETF, whereas the KWEB is focused on the internet? Maybe there are other, better ETF's? I don't fully understand fundamentals, nor can I suggest I've anything but a rudimentary sort of grasp on the world economic situation - that's your department! I just see some technical signals that might infer these are improving. Looking forward to your comments and as always, much appreciate all your hard work!
Thanks,
Dawn
Read Answer Asked by Dawn on November 11, 2019
Q: Further clarification of my question re bond holdings in portfolio. md stable income fund is a segregated group annuity insurance policy holding 50% insurance and 30% short term bonds. I would like to decrease my weighting to 10% or switch to another short term fund as 20% plus cash holdings is hurting my returns. What percentage do you feel of a moderate rrif should be short term bond? Thanks once again for your opinion
Tom
Read Answer Asked by Tom on November 11, 2019
Q: Comments on Chartwell's latest quarter please. It appears to be a 2020 story, which probably means late 2020 and into 2021 before the occupancy numbers start to improve. For those of us who hold CSH, what do you advise...buy more, hold as is or move on to something else? What are your plans for CSH within the income portfolio...you already have a 4.5% allocation...will you be topping it up or are you at your maximum allocation.

Thanks...Steve
Read Answer Asked by Stephen on November 11, 2019
Q: I’m struggling to decide which 3 of these holdings have the greatest potential if the only criteria was growth in a TFSA for a 5 year + hold.
I would appreciate any thoughts on which 3 you might keep and why (or which 3 you might divest and why).
Read Answer Asked by Stephen R. on November 11, 2019
Q: Is there a Canadian ETF with a focus on Spain?
Read Answer Asked by Kel on November 11, 2019
Q: some time ago I asked a second question about Canadian companies that pay dividends in USD(eg bar its etc). my broker Scotia McLeod will only credit these dividends in CAD. despite the fact that I asked them to hold relevant companies in the USD side of my cash account. my second question was does 5i or any of its members have the name of a broker that will deposit the dividends always in USD. thanks for your help Richard
Read Answer Asked by richard on November 11, 2019
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