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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: Please comment on this closed end fund. Is it worth holding for the interest? What are the disadvantages?is there something similar in this category that you’d prefer?
Thanks.
Read Answer Asked by Catherine on July 10, 2025
Q: I am relooking at the Fixed Income portion of my portfolio. The bulk is bond funds, but it also includes a few GIC’s and a HISA. But what about Preferred Shares, EIT, FIE, TXF, and UMAX, all of which I hold STRICKLY for their distributions? I am currently grouping them in with my dividend stocks but maybe they should be included in Fixed Income? EIT and FIE have paid out the same distribution for ten plus years. Thanks.
Read Answer Asked by Kim on June 30, 2025
Q: Would appreciate an update on this trio of related companies. The share split seems to have benefitted EVT and ELF appears to be increasing in anticipation of the same.
Read Answer Asked by Jim on June 04, 2025
Q: You recently answered a question about HDIV and ETSX. I currently own ETSX and have been happy with the income and growth it has generated. I am thinking of adding HDIV or EIT.UN.
Could I get your comments on EIT.UN as a comparison to the other 2 funds?
I am a retiree looking primarily for steady income with some growth.
Read Answer Asked by Bruce on May 27, 2025
Q: Would the Blackrock Corporate High Yield Fund be appropriate for an otherwise reasonably well-diversified equity-oriented dividend portfolio in the current market environment? I recognize its potential for negative volatility and intend to use 5% stop-loss orders if I proceed with this trade. Thanks for your insights. David
Read Answer Asked by David on April 21, 2025
Q: Dear 5i team.

Can you shed light on why EIT appears to have similar volitility to the general market?
What are the top holdings? Does it use leverage?
Is this something that is just too volitile for a conservative investor? The wild ride with the market last few weeks has got my attention.

Many thanks for your help
Read Answer Asked by Arthur on April 17, 2025
Q: Hi 5i
At what share price will FTN discontinue its dividend? I know you've mentioned split share dividends are dependant on NAV but how does one find the NAV value? I cant seem to find it??
How do you view dividend going forward .....?
Does current dividend look like it in trouble at these levels?

And are the preferred dividends fixed or subject to adjustment ?
Thx
Read Answer Asked by jim on March 13, 2025
Q: Hello. Could you comment on how the yield is achieved in this fund? Dividends will form part and I see leverage was mentioned in a previous answer (assuming there is a net benefit from additional yield over the cost of leverage). Does this fund also employ an options strategy? If no options strategy, am I right that a good chunk of the distribution over time has been return of capital? Secondly, could you comment on the volume/liquidity of the fund over time? I'm thinking of starting a position in this across our investment accounts but am concerned about what might be limited volume on entry or exit. Thank-you.
Read Answer Asked by Ben on February 25, 2025
Q: Merry Christmas to the staff.
i'm 81 just floating until the end of the road,I'm considering adding to my TSFA only for income purposes, PDO , PDI.CAN., and or ZWU which of the 3 you consider the safest bet,Are these US.income funds affected by N.R. tax .

Tnks.

Dan
Read Answer Asked by DANIEL on December 12, 2024
Q: Hi,
As a Canadian investor, looking to buy into OpenAi, could you tell me what ETF’s have OpenAi holdings please? I have tried looking into Ark VX, but it appears I can only access that through “soFi” software. I am open to any suggestions you have.

As always, you’re insight is always much appreciated. Thanks!

Dawn
Read Answer Asked by Dawn on October 04, 2024
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