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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: Would you revise your opinion of this etf? On October 3, 2016, 5i wrote, "We note that 15 years ago the share price was more than $26, and capital distributions will continually lower NAV over time."

While share price is still only $17, it is paying nearly 10% dividend consistently since 1999 and the share price has increased 40% since the advice was given. I like that it holds mainly U.S. banks. Thank you for your opinion.
Read Answer Asked by Jerry on August 02, 2017
Q: ,,It is almost similar to a private equity firm where the investments will need time to grow in value and then the holding company may need to do something (sell, IPO, etc,) to actually realize the value and get some liquidity.,,
I do not understand your comment. I have a 60% gain. I can sell now and realize the profit. What do I don't know?
Read Answer Asked by claude on July 18, 2017
Q: Hi Peter and Team

I'm looking for some reliable income that isn't from common share dividends. I currently have no exposure to bonds. What's your opinion of this mutual fund for that asset class? The MER seems a bit rich and I'm struggling to see how they can deliver a yield of 7.89% on floating rate bonds.

Thanks
Peter
Read Answer Asked by Peter on June 22, 2017
Q: Good morning 5i
Please advise on the above and similar income related funds. I am trying to set up a retirement income. At 76 yrs old and I have about $100,000.00 to invest. Safety is important as well as income. Your previous advice has been taken.
Thank you
Terry
Read Answer Asked by TERRY on June 09, 2017