Q: What are your thoughts/valuation on VNR in the 5i income portfolio?
Based on the entry price, it looks like you bought around mid 2014 and had a nice 40% gain, inline with the other utilities. But now VNR never gets a mention for utilities to own, and the recommendation is always between FTS, AQN, BEP.UN, or NPI.
I'm retired, living on dividend income and interested in being more defensive in my portfolio and increasing my position in utilities.
Based on the entry price, it looks like you bought around mid 2014 and had a nice 40% gain, inline with the other utilities. But now VNR never gets a mention for utilities to own, and the recommendation is always between FTS, AQN, BEP.UN, or NPI.
I'm retired, living on dividend income and interested in being more defensive in my portfolio and increasing my position in utilities.