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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 am looking for an ETF recommendation to increase my international exposure.

I currently own 15% in VIU and 12% in VEE. Income is not my primary objective at this time. I was thinking XEF but through there would be too much overlap with VIU and didn’t think that made the most sense. I am ok with going mid-small cap and thought an ETF like SCZ may diversify my current holdings. What are your thoughts of this fund and do you have any other suggestions?

Also, so you have any recommendations for an international small- mid cap value ETFs? Thanks for your help.
Read Answer Asked by Aaron on September 06, 2019
Q: Thank you for answering my past questions so clearly.

All the ETF's below mirror the S&P 500.

BMO S&P 500 INDEX CAD UNT ETF Symbol ZSP (not currency-hedged)

VANGUARD S&P 500 Index ETF, Symbol VSP (currency-hedged)

iShares Core S&P 500 Index ETF, Symbol XSP (currency-hedged)

Over the last decade, as expected, XSP and VSP have appreciated as much as the S&P 500 has -- a little over 100%.

ZSP has appreciated about 180%. Likely, that is a function of the currency hedging/not hedging.

Please explain.

In your opinion, will ZSP continue to outperform?

Thank you.
Read Answer Asked by Milan on September 06, 2019
Q: I read the recent CMS article about ETF TER. I found it interesting and useful to know, but I have not been able to find TER information at iShares, Morningstar, TMX, etc. Do you know where I can find information about various ETF TERs? For example, XEF, IEMG, XLB, etc
Read Answer Asked by Federico on September 06, 2019
Q: Good Morning,
Putting some cash to wok in my wife's TFSA, long term (20+) year hold. She is a buy and hold long term investor, looks at her portfolio once or twice a year type. Would you suggest ZRE or would you buy 3-4 REITS? I like the equal weighting of ZRE. It would be approx 10% weighting in her TFSA. Thanks again.
Read Answer Asked by Darby on September 06, 2019
Q: Looking for a REIT & am trying to decide between the industrial REIT WIR.UN & BPY.Un .Which would you suggest or are both good stocks or neither & you'd suggest something else? I had AAR.UN which was great but was bought out & at this point have only NWT.UN for REIT exposure at 2%. I believe with falling interest rates that this is a good time for REITS . Your valued opinion would be appreciated.
Dave
Read Answer Asked by Dave on September 06, 2019
Q: Based on current evaluations, would you swap FTS for ENB? Currently, also own BEP. I have owned FTS for a few years and have no concerns but wondering if ENB might provide a bit more upside (and larger dividend) at this point with a minimal change in risk. Owned in RRSP so no tax issues and doing this for a long term hold.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on September 06, 2019
Q: Hello,
Which large cap, small cap and micro cap gold companies do you favour at this time? I own AEM, KL, ASR, ROXG and AU.
Thank you.
Marie-Noëlle
Read Answer Asked by Marie-Noelle on September 06, 2019
Q: What would be your recommendation for 8-10 CAN/US growth/income stocks with a 10 year time frame with a mid to low risk that look good to buy now? Can you please rank in order? Thanks!!
Read Answer Asked by Andrew on September 06, 2019
Q: I am looking to invest in what could be broadly described as some 'green' companies. These could be involved in power generation, carbon recapture or post consumer recycling to name a few options.
Would you be able to direct me to any funds, etf's or specific firms that may meet (or partially meet) these requirements?
Any help would be much appreciated.
Thank you
Read Answer Asked by Kent on September 06, 2019
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