Q: I am down on CGR and want to tax-loss proxy. Are there good proxy options for this ETF? Thank you!
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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 the risk/return appropriate for a RSP/RIF? Is there a better REIT for foreign holdings?
- Costco Wholesale Corporation (COST)
- AbbVie Inc. (ABBV)
- Freeport-McMoRan Inc. (FCX)
- Lockheed Martin Corporation (LMT)
- Merck & Company Inc. (MRK)
- Procter & Gamble Company (The) (PG)
- Walmart Inc. (WMT)
- Xylem Inc. New (XYL)
- Cencora Inc. (COR)
- Reliance Inc. (RS)
- iShares Global REIT ETF (REET)
- Trane Technologies plc (TT)
Q: We are in the process of transferring some under performing RRSP mutual funds to our self directed RRSP investment account. Our TSFA's have been maxed out with mostly growth oriented stocks. Presently, we have a smaller self directed RRSP with limited number of positions. With the transfer we will have a sizeable amount of money to reinvest in our RRSP accounts. Would it be advisable to mirror one of your model portfolios, or consider all the above positions and add accordingly?
Are there any of the listed companies you would suggest increasing positions on and any in which should not be added to at the present time?
Portfolio analytics
Shows we need to increase our exposure to International and US.
As well, do you have any ideas to increase exposure to: (Stocks or ETF's)
Basic material
Communication services
Consumer defensive
Health care
Industrials
Real estate
Thanks Gord
Are there any of the listed companies you would suggest increasing positions on and any in which should not be added to at the present time?
Portfolio analytics
Shows we need to increase our exposure to International and US.
As well, do you have any ideas to increase exposure to: (Stocks or ETF's)
Basic material
Communication services
Consumer defensive
Health care
Industrials
Real estate
Thanks Gord
Q: For Canada, US and international exposure, is there just one, or do I need a few?
- iShares S&P/TSX Capped Financials Index ETF (XFN)
- BMO Equal Weight REITs Index ETF (ZRE)
- BMO Equal Weight Utilities Index ETF (ZUT)
- BMO Equal Weight Industrials Index ETF (ZIN)
- BMO Equal Weight Oil & Gas Index ETF (ZEO)
- iShares Core Canadian Long Term Bond Index ETF (XLB)
- iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
- iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI)
- iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
- iShares S&P/TSX Capped Materials Index ETF (XMA)
- Financial Select Sector SPDR (XLF)
- Consumer Discretionary Select Sector SPDR (XLY)
- Vanguard Energy ETF (VDE)
- Vanguard Communication Services ETF (VOX)
- Vanguard Consumer Staples ETF (VDC)
- iShares U.S. Technology ETF (IYW)
- iShares Global REIT ETF (REET)
Q: In your portfolio analytics, you used to have A list of suggested etfs for each sector. I cannot find this list anymore. Has it been removed? Could you please provide a list of recommended etfs for each sector. Thank you
- BMO MSCI China ESG Leaders Index ETF (ZCH)
- BMO Covered Call Utilities ETF (ZWU)
- BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
- BMO International Dividend ETF (ZDI)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Vanguard FTSE Global All Cap ex Canada Index ETF (VXC)
- Invesco NASDAQ 100 Index ETF (QQC.F)
- Mawer U.S. Equity Fund Series A (MAW108)
- iShares Global REIT ETF (REET)
- iShares MSCI Switzerland ETF (EWL)
Q: Greetings 5i,
I will be adding the following ETFs / Mutual Funds to my portfolio over time in order to round out my sector and geographic imbalances. Could you please suggest the prefered account to hold each of these in. RRSP, TFSA, or Regular Trading Account.
VXC, MAW108, ZWU, QQQ, VEE, ZCH, EWL, REET, ZDI, ZWE
Cheers!
I will be adding the following ETFs / Mutual Funds to my portfolio over time in order to round out my sector and geographic imbalances. Could you please suggest the prefered account to hold each of these in. RRSP, TFSA, or Regular Trading Account.
VXC, MAW108, ZWU, QQQ, VEE, ZCH, EWL, REET, ZDI, ZWE
Cheers!
- BMO Equal Weight Industrials Index ETF (ZIN)
- Vanguard Real Estate Index Fund ETF (VNQ)
- iShares U.S. Industrials ETF (IYJ)
- iShares Global REIT ETF (REET)
Q: 1. Could you please recommend stock or etf for global or USA real estate exposure. Well diversified TFSA, conservative investor.
2. Could you also please suggest how to reduce exposure in C Cyc space. and increase in Industrial. In C Cyc currently own own MG and NFI ( C Cyc / Industrial) and WSP in Industrial.
Thank you
2. Could you also please suggest how to reduce exposure in C Cyc space. and increase in Industrial. In C Cyc currently own own MG and NFI ( C Cyc / Industrial) and WSP in Industrial.
Thank you
Q: Greetings 5i,
Looking for global Reit exposure. Thoughts on REET:US would be appreciated as I am attracted to the higher yield. Any other suggestions or perhaps a CDN denominated global reit you also feel comfortable suggesting.
Cheers!
Looking for global Reit exposure. Thoughts on REET:US would be appreciated as I am attracted to the higher yield. Any other suggestions or perhaps a CDN denominated global reit you also feel comfortable suggesting.
Cheers!