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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: Hello
I would like to sell the following for a capital loss XSU, ZMID, ZSP and replace with an eligible proxy. could you tell me a proxy for each one?
thanks
PS - I tried to submit this question a few minutes ago but got an error response. apologies if this is a duplicate
Read Answer Asked by Mary on April 24, 2025
Q: My son moved to the USA a few years ago and has opened a Roth IRA upon which I am advising him. He holds the ETFs listed above. I have two questions upon which I would appreciate your advice. In which order of preference would you add to the existing holdings? And can you suggest two additional ETFs to complement the current holdings?



Read Answer Asked by Peter on November 07, 2024
Q: Over the weekend I was reading about the potential for mean reversion producing a rebound in value stocks in the US. Do you think this makes sense overall, or is it just about as likely as any of the ten thousand other 'this is what is going to happen' stock market ideas? And, do you have any CAD US based ETFs that would fit this profile and that you would recommend? Thank-you, again.
Read Answer Asked by Alex on July 24, 2019
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