Advanced Investing Archives

HXDM vs XEF VIU or ZEA ETFs in a Personal Taxable Account

January 24, 2025 The Loonie Doctor Advanced Investing, Corp Class Personal

HXDM is an ETF to cover international developed markets using a swap-based corporate class structure. How does that compare to XEF VIU or ZEA?

HXS ETF & The HULC vs Conventional S&P 500 ETFs in a Taxable Account

January 17, 2025 The Loonie Doctor Advanced Investing, Corp Class Personal

HXS & HULC are corporate class ETFs. Learn how the costs, tax savings, and potential risks look in a taxable investment account.

HXCN vs ZCN in a Personal Taxable Account

January 10, 2025 The Loonie Doctor Advanced Investing, Corp Class Personal

Global X’s HXCN corporate class ETF may have tax efficiency advantages in a personal taxable account. However, it is not a slam dunk. Explore potential risk/benefit.

HEQT’s Upcoming Massive Phantom Distribution

December 20, 2024 The Loonie Doctor Advanced Investing

Global X’s HEQT ETF is about to have a massive phantom distribution. Sounds spooky and there are tax consequences. Can you avoid it? Should you?

Beyond Dogma: Mutual Funds vs ETFs

December 6, 2024 The Loonie Doctor Advanced Investing, Investing Basics

A common refrain is “Mutual funds bad. ETFs good.” It is actually much more nuanced than that. Learn how they differ and how to choose a fund type that suits your goals.

Transferring to DIY Investing: Capital Gains Tax vs Fee-Savings

November 8, 2024 The Loonie Doctor Advanced Investing, Investing Basics

Breaking up with a financial advisor can be hard. Even when it is the right decision. Learn about some of the common deterrents, like taxes, and whether they actually matter.