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- Enbridge Inc. (ENB)
- Fortis Inc. (FTS)
- iShares 1-5 Year Laddered Government Bond Index ETF (CLF)
- iShares Core Canadian Universe Bond Index ETF (XBB)
- PIMCO Monthly Income Fund (Canada) (PMIF)
Q: My question is what to do with my legacy fixed-income holdings.
I've been holding the above ETFs after being advised by 5i's portfolio analysis services to increase fixed-income holdings. Holdings are in registered accounts at a 25% weight combined.
They have all lost capital value over the past 5 years, however with distributions, they have returned approximately zero or flat over the last 5 years, I view this as a loss due to the inflation over this time.
What would 5i suggest I do with these fixed-income holdings moving forward? Should I hold for ballast or sell and move funds into dividend growers like Utilities or Pipelines eg. FTS, ALA, GEI, TRP, etc.)? The bond investments have put a drag on my investment returns.
Please advise your thoughts and wisdom, Thank you.
I've been holding the above ETFs after being advised by 5i's portfolio analysis services to increase fixed-income holdings. Holdings are in registered accounts at a 25% weight combined.
They have all lost capital value over the past 5 years, however with distributions, they have returned approximately zero or flat over the last 5 years, I view this as a loss due to the inflation over this time.
What would 5i suggest I do with these fixed-income holdings moving forward? Should I hold for ballast or sell and move funds into dividend growers like Utilities or Pipelines eg. FTS, ALA, GEI, TRP, etc.)? The bond investments have put a drag on my investment returns.
Please advise your thoughts and wisdom, Thank you.
- Great-West Lifeco Inc. (GWO)
- iShares 1-5 Year Laddered Government Bond Index ETF (CLF)
- iShares Core Canadian Universe Bond Index ETF (XBB)
- 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.
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.
- BMO Aggregate Bond Index ETF (ZAG)
- Horizons Active Ultra-Short Term Investment Grade Bond ETF (HFR)
- CI Investment Grade Bond ETF (FIG)
- PIMCO Monthly Income Fund (Canada) (PMIF)
- Dynamic Premium Yield PLUS Fund Series F (DYN3361)
- Pender Corporate Bond Fund Class I (PGF550)
- Picton Mahoney Fortified Income Alternative Fund (PFIA)
- BMO Premium Yield ETF (ZPAY)
- Quadratic Interest Rate Volatility And Inflation Hedge ETF (IVOL)
- Fidelity Global Core Plus Bond ETF (FCGB.U)
Q: Please take as many credits as you need to.
I'm so tired of seeing my fixed income portion of my portfolio trickle away. What would you think about equal allocation to the following?
I'm not so concerned with costs if the holding doesn't degrade, but I still want some yield. Please pick it apart and make suggestions. Thanks!
HORIZONS ACTIVE ULTRA SHORT .HFR
RBC CDN DISC BD ETF .RCDB
KRANESHARES TRUST IVOL
PIMCO MONTHLY INCOME FD CDA .PMIF
PENDER CORPORATE BOND FUND .PGF550
FIDELITY GBL CORE PLUS BD .FCGB
BMO PREM YIELD ETF .ZPAY
PICTON MAHONEY FORTIFIED .PFIA
DYNAMIC PREMIUM .DYN3361
BMO AGGREGATE BOND .ZAG
FIRST ASSET INVESTMENT GRADE .FIG
I'm so tired of seeing my fixed income portion of my portfolio trickle away. What would you think about equal allocation to the following?
I'm not so concerned with costs if the holding doesn't degrade, but I still want some yield. Please pick it apart and make suggestions. Thanks!
HORIZONS ACTIVE ULTRA SHORT .HFR
RBC CDN DISC BD ETF .RCDB
KRANESHARES TRUST IVOL
PIMCO MONTHLY INCOME FD CDA .PMIF
PENDER CORPORATE BOND FUND .PGF550
FIDELITY GBL CORE PLUS BD .FCGB
BMO PREM YIELD ETF .ZPAY
PICTON MAHONEY FORTIFIED .PFIA
DYNAMIC PREMIUM .DYN3361
BMO AGGREGATE BOND .ZAG
FIRST ASSET INVESTMENT GRADE .FIG
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