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Q: Hi 5i Team,

I have held a balanced Canadian Couch Potato Portfolio with the above etfs in my son's RESP which i started when he was born in 2009. The portfolio has done pretty well (in my books at least) at 8% annual return. I am now looking at a 6 year time horizon for when he will need to begin to draw from the RESP. I am thinking of starting to rotate toward more conservative holdings as the timeline for needing the funds draws closer. Under "normal" circumstances from what i have learned this would mean moving more into bonds at this point but I am having trouble believing this is appropriate in the current market. With interest rates and inflation both rising i am wondering if low debt dividend stocks might be a better bet to hold onto purchasing power in this time frame? Maybe something something like CDZ vs XBB? I know you can not suggest specific portfolio recommendations but looking for suggestions/best bets for maintaining value and keeping up with inflation over this time frame.

Thanks,

Read Answer Asked by Peter on April 01, 2022

Q: I have about half of my balanced income portfolio in equities and the remainder in cash. Although my stocks are balanced, I still hold no fixed income investments. I like the sleep at night cash but feel it is too big of a chunk to just let sit in cash., Can you please suggest an approach to fixed income and recommend a few possibilities to consider. As always, thanks for your help

Read Answer Asked by Robert on March 29, 2022
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