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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello,

I want to add fixed income to balance my portfolio and will hold it in a cash account. I'm targeting 15% fixed income with > 10 year hold.

1. Are the ETF's in the income portfolio appropriate? or should I have more concentration? Or a different selection?

2. If > one ETF do you have a weighting suggestion?

3. Will these be taxed as income or dividends?

Thanks!

Dave
Read Answer Asked by David on December 13, 2019
Q: Greetings 5i team,

May I please have your expert analysis on the earnings of these companies.
I have been holding EMP.A for a while and have good profit. Is it time to bail out or still a good investment?
Is it time to step in to TCL.A?

Thank you in advance and have a safe and fun holidays
Atchuta
Read Answer Asked by Atchuta on December 13, 2019
Q: Do I continue to hold my 3% position in this Corp. now that the Demerais brothers are exiting? I'm not really knowledgeable about the gentleman over at Power Corp. who will be heading up the new amalgamation of these 2 cos. Just figured that there may indeed be a chance for growth and change with someone new at the helm, especially with their fin tech operations. Need guidance!
Thank you. Happy holidays!
Read Answer Asked by Wendy on December 13, 2019
Q: Today a few of the Brookfield co’s Lost quite a bit of ground.Are you aware of any reasons for these drops and do you still like BAM.A for the long haul.sincerely Joseph.
Read Answer Asked by Joseph on December 13, 2019
Q: Can you rank the blow stocks from as either a buy or a sell? Any of those 3 you feel particularly strong about either way?
Algonquin Power
Altagas
Stantec

Also, I'm looking to swap H&R Reit for a better one (either Industrial or Multi-family focused)... is there a particular REIT you like best? H&R has too much retail and office imo.

Thank you and please feel free to deduct 2 question points since this is two questions.
Read Answer Asked by Max on December 13, 2019
Q: As a dividend investor, I read with great interest the article by Peter and Moez in the November/December issue of Canadian Moneysaver, titled 'Does High Yield Really Mean Higher Risk? YES, YES, YES!'. Some compelling long-term return data showing returns of equities stratified by dividend yield were presented in the paper. Were the data based on all constituents of the TSX index? TSX 60? Something else? Would you be able to provide similar data for the S&P 500 and world indices as well (only return data would be great, I'm less interested in the other tables)? Thank you.
Read Answer Asked by Walter on December 11, 2019
Q: Seasons Greetings 5i - I have held this TransAlta preferred for a number of years in my RRSP and I'm thinking its time to sell and reinvest elsewhere as I don't see a rebound on the horizon. It represents 1.5% of my portfolio. Portfolio analytics is suggesting I reduce my CDN holdings and increase US (3%) and INTL (15%). My investment strategy as a retiree is largely to invest in companies with track record of increasing dividends and earnings. PA also suggests I reduce exposure to financials, energy and utilities; and increase consumer defensive, healthcare, industrials and communications. I'd appreciate your thoughts on selling and where to invest. At present, I have a 3.4% position in VIS and limited healthcare in TFSA with VHT (0.5%) and UNH (0.4%). Or maybe I just add to my Algonquin position which is 2.3% and retain a decent yield? Thanks for the advice and your help this past year.
Read Answer Asked by Martha on December 11, 2019
Q: Would zlh be a fairly safe and effective investment for a 3 to 4 year holding? I need some more US exposure and would like to preserve my capital with some upside potential. Are their other low volatility US etf that you would prefer? Thank you.
Read Answer Asked by Steve on December 10, 2019
Q: Good day 5i.
The only US position I now hold in my RRSP is ZWH.
I like this ETF, just leave it alone and let it spit money out.
I'm looking for another US ETF that will fit nicely with ZWH and t pays monthly. The new ETF position would be half the size of ZWH if that helps.

Thanks for you help.
Read Answer Asked by Stephen on December 10, 2019
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