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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: For someone with a long time horizon and high risk tolerance, and a smaller portfolio, it seems like it might be a good time to invest in a growth ETF. I know you like IWO, but IJR has a lower MER. What are the main differences between these two ETFs? Which would you recommend and why?
Read Answer Asked by Ed on February 09, 2022
Q: Is there software that a retail investor can use to manage his retirement plan. I use an excel spreadsheet to track bonds, GICs, Dividends, et cetera, but the spreadsheet is not too handy.
Read Answer Asked by Richard on February 09, 2022
Q: SIS seems to be drifting down. Would you continue to hold and if so, why? Between ENB and SU, which do you believe will have the greatest overall growth over the next 12-18 months? Thank you.
Read Answer Asked by Maureen on February 09, 2022
Q: I am a big fan of factor/smart beta investing, but I am having difficulty identifying Canadian made etfs with both adequate size and daily volume. Please suggest etfs sold in Canada to build a couch potato diversified portfolio covering a Canada, US and global geographic area. I am quite impressed with WXM and ZUQ. I am a senior with a conservative growth inkling. Please charge question credits approriately based on your time to provide a workable response. Thank you.
Read Answer Asked by Richard on February 09, 2022
Q: Currently hold vti & vig. Any issues here concerning overlap of holdings or outlook?
Read Answer Asked by William Ross on February 09, 2022
Q: would you share with us the best value and best growth stocks in Canada

thank you for all your time and attention
Read Answer Asked by Marla on February 09, 2022
Q: Hi,

Your answers to one of the subscriber's questions regarding Value stocks included embeded inks to research articles. (I think the reader quoted Mr. Swedroe and you responded with differing views from others).
Those embeded links were awesome but my "head hurt" after reading them! Dense, filled with a lot of details. Left me with the impression that it is definitely worth buying Value stocks/ETFs. Small/Medium companies?

BUT there are so many ETFs to consider. An article on Value ETFs is begging to be written by you!

What is your short list of Value ETFs, listed in the US and in Canada?

Thanks in advance.
Read Answer Asked by Savalai on February 09, 2022
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