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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 5i,

What is your opinion of SPYI for a RIF.

Safety, Return, Growth and the High Yield it offers? Is this ETF safe as far as preservation of capital?

Thank you.
Read Answer Asked by Joseph on June 26, 2023
Q: Hi team, I am a retired, income with a bit of growth investor. I have 22 holdings in my portfolio. My general rule of thumb is that a single holding should not be over 5% and a sector no more than 20%. When it comes to ETF's my % are a bit higher. My question is, with the above ETF's in mind could you please tell me what the maximum % you would feel comfortable with holding in a portfolio. eg- I have ZWA at 10%, ZWE 9%, ZWU 9%, with cash at 15.5%. Thanks for your expertise, Bill
Read Answer Asked by William on June 24, 2023
Q: Retiree looking for suggestions to putt some money into a TFSA. Long term investment with a good dividend and reasonable capital appreciation. Please advise.
Read Answer Asked by Jacques on June 23, 2023
Q: I would like your opinion of this new ETF.
I realize it has no history, and is still rather small, but it seems to be in a growing segment, high income ETF's.
I like the equal weight aspect, I like all the companies in it, and I like that there is no leverage involved, and at the money options, seem like a winning formula.
I am looking for income, low volatility, and a little growth would be welcome, but honestly, if the share price is the same in 20 years after distributions, I would still be very happy.
It would make up about 30% of my investments, with HDIV at 20%, and HYLD at 20%, cash at 10%, and an assortment of individual companies, about 7, making up the remainder.

Thank you
Read Answer Asked by Greg on June 23, 2023
Q: Hi 5i team,

I haven't put any money into fixed income yet. Do you have any suggestions for fixed income ETFs or other products worth looking into?

Thank you,
Matt

Read Answer Asked by Matt on June 22, 2023
Q: Retired, dividend-income investor. At what point does liquidity become an issue? I currently own 4000+ shares of LIFE and am considering adding another 500 shares. I believe that LIFE trades roughly 9000 shares/day.

LIFE is my proxy for the HC sector and it is my intent to hold for the long term. I know I could buy another HC ETF, like HHL. However I run a concentrated portfolio.

Thoughts? Thanks....Steve
Read Answer Asked by Stephen on June 22, 2023
Q: Can you suggest a few stocks and /or etfs either us or CDN?

Thank you, michael.
Read Answer Asked by Michael on June 22, 2023
Q: I have a bit of money to invest in dividend paying stocks for a long term hold . What do you think of the 5, I have listed or can you suggest anything better ? Thanks.
Read Answer Asked by Frank on June 22, 2023
Q: Could you please recommend a US Dividend ETF (in US $), preferably with a Dividend of 4% or more. Also US Dividend Healthcare ETF. What is a good entry point for each? Thank you.
Read Answer Asked by Pat on June 21, 2023
Q: With utilities and real estate under pressure these days, can you recommend 4 choices in each sector for a conservative investor with a 10 year time line interested in income with some capital appreciation. Please include 2 ETFs and 2 companies in each sector.
Thanks,
Len
Read Answer Asked by Leonard on June 21, 2023
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