The Japanese economy ranks among the top 5 in the world and hosts some of the most-profitable global corporations. The economy is, however, hamstrung by a declining and rapidly aging population. Still, an older population also presents opportunities, and Japanese companies are already coming up… Read More
Some ETFs promote a “scientific” strategy designed to cut their risk without cutting their gains.
Computer modelling is such an approach sound. In our view, though, it’s likely to detract from long-term returns. That’s what happens with many funds that use a so-called “black box” to… Read More
The Japanese economy ranks among the top 5 in the world and hosts some of the most profitable global corporations. The economy is, however, hamstrung by a declining and rapidly aging population. Still, an older population also present opportunities, and Japanese companies are already coming… Read More
Dear Pat and team: I have a numbered company, with equity holdings I must sell off over four years. My accountant has advised me to sell roughly 25% of the value of its equities each year, for the next four years. Could you recommend which ones to sell in what order to account for about 25% of the total value each year? Here’s the list:
CI Canadian Bond Fund
CI Canadian Equity
CI Corporate Bond
iShares Cdn S&P/TSX60
iShares MSCI JAPAN ETF
SPDR S&P China ETF
A: We don’t generally recommend that investors hold mutual funds, mostly because of their higher fees.
In particular,… Read More
Hi Pat: I currently own two ETFs that I’m debating whether to sell or keep holding: the BMO MSCI All Country World High Quality Index ETF and the iShares MSCI All Country Asia ex Japan ETF. Thanks.
BMO MSCI All Country World High Quality Index ETF, $23.57, symbol ZGQ on Toronto (Units outstanding: 1.4 million; Market cap: $33.0 million; www.etfs.bmo.com), aims to replicate the performance of the MSCI All Country World High Quality Index. Bank of Montreal launched the ETF on November… Read More