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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: RRSP: SPY, XAW.TO, VXUS
RESP: CDZ.TO, VGG.TO
TFSA: VAB.TO, VXC.TO

Sorry I didn’t quite understand your response to my earlier question. XAW.TO is in my RRSP, which you said was the appropriate place to house ETFs with US dividends to avoid withholding taxes. Why then would removing this from my RRSP result in “tax efficiency”?
Read Answer Asked by Eric on January 21, 2019
Q: could you please rate these stocks in order of preference and why. thank-you.
Read Answer Asked by Jim on January 21, 2019
Q: I loaded these three ETFs into a dummy Globe & Mail Portfolio with a mock purchase date of January 2, 2018. The output returns to date are CLF (4.5%), ZAG (4.5%) and HYGH (10%). Why did HYGH do so well or is the Globe utility having issues?

Thanks so much!
Read Answer Asked by Danny-boy on January 21, 2019
Q: I read this article in the Globe today that appeals to me because of it's simplicity, low cost (few commissions, no MER's) etc and it's relative performance as measured by the author.

I know it a very simple approach and mirrors the Buffet "Here's what you should do when I die" with my money.

Would be very interested on your take of this and if you think it would be a good idea or not and why.

Thanks

Sheldon
Read Answer Asked by Sheldon on January 21, 2019
Q: I currently own CLS and thinking of selling this stock and buying SYZ or OTEX or would it be best to buy both? I currently already have KXS and PHO. These are the only 2 tech stocks that I will own after selling CLS. My total weight is only 5%.

Thanks
Read Answer Asked on January 21, 2019
Q: I am retired, DB pension, and mostly hold equities that generate some dividend income as I prefer to be paid to wait. I believe I need more ex-Canada exposure. Other than VDU most of my portfolios are heavily oriented to Canadian equites and only a handful with apparently significant non-Cdn. revenue streams (ENB, HOT.UN, BAM.A. BIP.UN, TRI, SLF and MFC). Do you know of a source or list of Canadian listed equities that 1) have foreign income streams and 2) pay a growing dividend in Canada? How does someone go about finding this information?
Read Answer Asked by William Ross on January 21, 2019
Q: Hi, please comment on my method of transferring unwanted volatile stocks (nflx,vgt,itx,vmd) to safer div. options. I have placed 5% trailing sell orders with a 2% limit until sold or cancelled in order to capture more upside in this likely short bull rally.
Please suggest your best 5 core div. names in Canada, USA and international.
Please use appropriate number of question deductions.
Read Answer Asked by Peter on January 21, 2019
Q: Hi 5I,
The above names are all owned in my TFSA. Of these, I am underweight in COV, IWO, PHO, SDX, SYZ AND VB. I've got some cash to put to work with a long term objective. With consideration to the sector weighting, and my under weights, would you recommend I top up on any at this time or maybe introduce a completely different name or names to the portfolio? Thanks!
Read Answer Asked by Rob on January 21, 2019
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