skip to content
Detailed Quote
Questions on this company?
Become a Member
Company Profile
Interactive Chart
Key Ratios
Top Banner 5i Free Trial
Analyst Recommendations
5i Recent Questions

Q: ..what is your view on interest rates....with trade wars and the next presidential election now fully in sight, all the good news seems baked into markets. would you raise fixed income and/or utility allocations. what about moving into longer term bonds....thanks as always.

Read Answer Asked by Curtis on November 15, 2018

Q: Good morning,
In your response to Marilyn on Friday you replied that you "have no concens seeing it (CPD) as part of an income allocation" and "one needs to decide how it fits in"
My recent experience is that any so-called fixed income that I purchase loses money even including distributions. My current cash allocation is therefor 20% earning nothing, with another 20% in CBO, CPD, XBB, XHY, and a few preferred issues. I can look for a DIS account but could you expand on "how it fits in" and perhaps suggest the ETFs we should currently be using in this environment and a possible allocation range for each. Thank you for the ongoing excellent service in a difficult environment.

Read Answer Asked by Ted on November 12, 2018
5i Free Trial 300x250
Share Information
News and Media