Q: In a question asked Jan 2025 whether it was a good time to buy CVD, you answered "Yes, with rates heading lower and corporate earnings moving higher, convertibles we think look good today". In a more recent post on your Income model portfolio, you speak of selling the CVD to buy equities you said "We liked the CVD ETF during the high interest rate environment from 2022 and on, but without factoring in its high yield, its unit price is mostly in a downtrend. While we feel we caught most of the upswing in unit price over the past couple of years, we are preferring to add to individual stocks at this point in time." So for someone who's not looking to raise cash, and likes the dividend is it just as well to keep it or are you suggesting time to take profits, and move to something else? What would you suggest?
Thanks!

Q: I,m 81 so far i managed. pretty well thanks to your Income portfolio, I'm not a fat cat and rely on the income provided.The market tells me to be cautious the stocks I mention constitute 9% of my accounts,I'm willing to increase this percentage as protection to my income I don't expect obvious capital gain,How do you judge the approach,any suggested addition?

Thanks to the Team

Dan

Q: Hi 5i,

Currently have a large portion of my investments in equities and I am looking to invest in Bonds for the sake of diversification.

Could you provide your best ideas for Bond ETFs or any similar investment products that I should consider? This is for non-registered account.

Thank you.

Greg C.