Q: My portfolio is moderately balanced, and do not include internet or technological Cdn values ( as SHOP,CSU,OTEX,BB,KXS,ENGH,LSPD,etc…),or equivalent US stocks. The main reason are that : 1) I feel that prices and ratios are very high 2) My objective is a ” safe mix” of revenues and growth 3) It seems impossible to predict wich Cies will be the “winners” in the future in this new trend 4) I tend to keep stocks and ETF for long term (not too much surveillance needed ) .Do you have any suggestion (stock or ETF) ,and general point of view ? many thanks
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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.
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Vanguard FTSE Canada All Cap Index ETF (VCN)
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Vanguard S&P 500 ETF (VOO)
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Vanguard Dividend Appreciation FTF (VIG)
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Vanguard Total Stock Market ETF (VTI)
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Vanguard Balanced ETF Portfolio (VBAL)
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Vanguard Growth ETF Portfolio (VGRO)
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Vanguard Value ETF (VTV)
Q: Hi Peter/Ryan, my 20 year old son wants to get into Vanguard ETF's. He has a TFSA stock account and now wants to add a Vanguard ETF. What is your opinion of Vanguard and is there one you would recommend. Thanks, Nick
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Intel Corporation (INTC)
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Johnson & Johnson (JNJ)
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JPMorgan Chase & Co. (JPM)
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UnitedHealth Group Incorporated (DE) (UNH)
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DocuSign Inc. (DOCU)
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Berkshire Hathaway Inc. (BRK.A)
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Vanguard Value ETF (VTV)
Q: You had previously given the following criteria to judge momentum stocks: "For momentum we like a rising stock price with increasing volume, positive earnings surprises, accelerating earnings, analysts' upgrades and target prices. "
Would I be correct in assuming that in the current markets, we need to think more like value investors, however, than momentum investors? If my observation is correct how does one then analyze value stocks?
Appreciate your insight.
Paul F.
Would I be correct in assuming that in the current markets, we need to think more like value investors, however, than momentum investors? If my observation is correct how does one then analyze value stocks?
Appreciate your insight.
Paul F.
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SPDR Portfolio S&P 500 Value ETF (SPYV)
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BMO MSCI USA Value Index ETF (ZVU)
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Vanguard Value ETF (VTV)
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iShares MSCI USA Value Factor Index ETF (XVLU)
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iShares S&P 500 Value ETF (IVE)
Q: Are there any US Equity ETF's that are Deep Value tilted ? ( verses Growth )
Q: Hi,
Seems we saw a significant rotation into value recently. Would you have an opinion on VTV at this point? Any value added to a balanced portfolio?
Thanks
Seems we saw a significant rotation into value recently. Would you have an opinion on VTV at this point? Any value added to a balanced portfolio?
Thanks