Q: Hi Guys
Just curious why last March during the big sell off, XLB traded down so far. I would have though during times of crises, people would run into buying Govt Treasuries for Safety.
Also, at what yield would people consider buying back into XLB, i think the current yield is around 3.3 % My current Portfolio weighting is 2.06% and I'm down 11% you think its a good idea to increase my position to around 4% at this time. I'm also about 40% in GICs , which should perform inversely .
thanks

Q: A small percentage of my portfolio is in XLB for all the reasons you have previously espoused. I am down about 10% over the past short while and I am wondering if I should go to a shorter duration fund - CBO perhaps - or just continue to ride it out with this one. Or any other suggestions.

Appreciate your insight.

Paul F.

Q: Hello 5i,
It was suggested that I switch from XLB, XSB, and VEE to ZAG and ZEM which I did. Lately I have seen on the daily watch report that XSB, XLB, and VEE are again mentioned as suggestions in many instances over the past few weeks. Should I switch back or maintain my positions in ZAG and ZEM?