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  5. ACO.X: Hello i would like to add some Zwu to my TSFA account strictly as income,hovewer i noticed that Zwu isn't part of your income portfolio any reasons? [ATCO Ltd. Class I Non-voting Shares]
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Q: Hello i would like to add some Zwu to my TSFA account strictly as income,hovewer i noticed that Zwu isn't part of your income portfolio any reasons? i'm 80.

Thanks.
Dan
Asked by DANIEL on September 12, 2023
5i Research Answer:

In the income model portfolio, we hold a few utilities names (BEP.UN, H, and ACO.X), that we feel comfortable with and that we believe provide good exposure to the sector. We like ZWU as a low-cost method for exposure to the utilities space, but where possible we prefer to select individual stocks in the model portfolios as opposed to ETFs. We also feel that the utilities stocks in the income model portfolio have greater upside capital appreciation than ZWU, but largely we would be very comfortable with ZWU for exposure to the utilities sector.

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in ZWU.

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