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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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iShares 1-5 Year Laddered Government Bond Index ETF (CLF)
Q: I have been a multi year holder of CLF and CBO in my Non Reg account and I would like to take the loss, and find two comparable etfs for my fixed income portion of my portfolio. Suggestions please.
Read Answer Asked by Wayne on September 12, 2022-
United Rentals Inc. (URI)
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Canadian Imperial Bank Of Commerce (CM)
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BRP Inc. Subordinate Voting Shares (DOO)
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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iShares 1-5 Year Laddered Government Bond Index ETF (CLF)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
Q: Now past 30 day tax loss period on the above securities previously sold. Was going to buy back to original weights.
1. buy back now
2. average in over next few months with some of these
3. replace some of these with other securities you might like better
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Great-West Lifeco Inc. (GWO)
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iShares 1-5 Year Laddered Government Bond Index ETF (CLF)
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iShares Core Canadian Universe Bond Index ETF (XBB)
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PIMCO Monthly Income Fund (Canada) (PMIF)
Q: Hi Ryan,
Several years ago I engaged with 5i for a portfolio analysis. I'm a recently retired investor. 5i strongly encouraged me to include a fixed income component to stabilize portfolio fluctuations and lower volatility.
With that advice and for tax purposes I purchased XBB, CLF, and PMIF into my RRSP. Now that the interest rates are marching steadily upwards I'm in a significant capital loss situation on my portfolio's bond allocation.
At this point do you suggest I just hold through the cycle and absorb the loss or should I sell and reallocate funds? Perhaps into some solid Canadian dividend payers? (eg. GWO?)
As always, much appreciate your advice and guidance in these unprecedented times. Thank-you.