Q: Hello, I am considered by 5i's report to be an Alpha Balanced Investor. I am 61 and planning to pull back to consult part time. I have an investment portfolio managed by a broker and have set aside $115K in non-registered funds and $11K in registered funds . Can you please recommend the ETFS and stocks that you would recommend for a. non-registered and b. registered $? Please feel free to take two questions from my balance if appropriate. Also, I am to run this thru dollar cost averaging, what would you recommend in terms of % and frequency to invest the full amount? Thx
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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iShares Core Canadian Short Term Bond Index ETF (XSB $27.17)
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iShares Core Canadian Long Term Bond Index ETF (XLB $19.16)
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Vanguard Canadian Aggregate Bond Index ETF (VAB $23.32)
Q: What type of bond funds are best to invest in right now? Long term duration or short term, funds or can I buy individual bonds? Could you make recommendations for investing in todays market for the bond side of portfolio. I would prefer to make a 4-5% dividend but don't know if that is possible. Thank you!
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Intuitive Surgical Inc. (ISRG $437.01)
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Abbott Laboratories (ABT $128.94)
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Becton Dickinson and Company (BDX $182.55)
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Boston Scientific Corporation (BSX $98.56)
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iShares U.S. Medical Devices ETF (IHI $59.35)
Q: Comments on earnings and if buy, sell or hold. What is happening with medical devices in the current economic environment? Thank you!
Q: I have recently moved $100k into a self-directed RRSP and would like to deploy. Funds are in CAD. Given the current outlook on tariffs and general market sentiment what ETFs and Bonds should I buy for a longer-term growth hold 5-7 year+ that are likely to do well given the recent downturn. Please include a European ETF suggestion and a bond suggestion. Thanks!
Q: You prefer VIU over MGQE. Are there other ETF's that you would add to increase the 'out of North America' trade?
Q: Surprised that no one has asked about this ETF. According to my BMO chart $10,000 invested 10 years ago would be worth over $90,000 today. May issue of your Money Magazine shows the 5 year average annual return to be 30.4%.
How come we've missed this? How would you characterize the risk
Guy R
How come we've missed this? How would you characterize the risk
Guy R
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Enbridge Inc. (ENB $66.95)
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TC Energy Corporation (TRP $72.68)
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Pembina Pipeline Corporation (PPL $53.98)
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Keyera Corp. (KEY $43.46)
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Global X Equal Weight Canadian Pipelines Index ETF (PPLN $11.61)
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South Bow Corporation (SOBO $37.73)
Q: I am an income investor looking for stability with some growth and want to invest in pipelines. I would prefer an ETF like PPLN but the cost is too high with an MER of 0.74 and TER 0.11. If you could only invest in 3 of the above 5 companies, which would you choose? Can you rank the above 5 pipeline companies, from highest growth potential to lowest, over the next 3 years.
Thanks!
Thanks!
Q: I am thinking of buying one of these companies, which one would be your choice. I already own WSP and AtRL.
Thank you very much
Dorothy
Thank you very much
Dorothy
Q: Further to my last question on MAAA, is there a CLO that you would recommend?
Q: MAAA Any thoughts on Mackenzie AAA CLO ETF Trust Units? Would it be a good addition to a fixed income portfolio?
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $42.32)
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Mackenzie GQE Global Equity ETF (MGQE $27.51)
Q: For international exposure, VIU or MFC099, which also has an ETF.
Q: Is this still worth holding? It is down like many type ETFs. CI Global Asset Mgt is to be purchased by Mubadala Capital. Not sure if everything will be "steady as she goes".
Q: This seems to be brand new on the market. I cannot seem to find a listing of the companies nor the MER. The website doesn't seem to be very "friendly"...
Thanks for your help, as always.
Thanks for your help, as always.
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JPMorgan Equity Premium Income ETF (JEPI $56.95)
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JPMorgan US Equity Premium Income Active ETF (JEPI $25.35)
Q: Hi there! Why does the US dividend Ex Date show as APRIL 1 and the CDR show it as MAY 1???? Would this be the same for all CDRs?
Thanks!
Thanks!
Q: A follow up question re HBND. The yield as you point out is quite high. I suspect that is due to the decrease in share price. If the price recovers will the dividend $ continue to be close to where they are now; and therefore providing the best of both worlds…. Some degree of safety, nice yield and a capital gain.
Q: Hi 5i Team,
Uranium stocks and the underlying price of uranium seems to have potentially bottomed. What you be a buyer of uranium stocks at this time or do you think it would be better to hold off and wait for a position?
Thanks as always,
Jon
Uranium stocks and the underlying price of uranium seems to have potentially bottomed. What you be a buyer of uranium stocks at this time or do you think it would be better to hold off and wait for a position?
Thanks as always,
Jon
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $49.07)
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iShares S&P/TSX 60 Index ETF (XIU $45.67)
Q: As a follow up to my previous question, in which you suggested the following ETFs: VIU, XIU and ZSP as a way to save 10% of my income for retirement, do you prefer XIU over XIC for retirement investments over a 20 year span. If so, why? Thank you again for your great service.
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iShares Core Canadian Long Term Bond Index ETF (XLB $19.16)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.83)
Q: Which fixed income investment instruments would be your most favourite at this time based on cost and potential returns?
Thank you,
Miroslaw
Thank you,
Miroslaw
Q: FDD - First Trust STOXX European Select Dividend Index Fund isn't listed on your site but I hold some of it and am thinking of getting more. It has a high yield but hasn't done much the last few years, up until this year, when it's shot up nicely. What do you think of it and it's risks?
Q: Hi Peter et al,
You folks are very knowledgeable about Long Short Options and other hedging techniques. With that in mind, may I ask for your opinion about Simplify ETFs for income. I was impressed by Michael Greene's interview on Danny Moses' podcast.
(On the tape with Danny Moses).
Looked at his website and he seems to offer a lot of income generating ETFs based on solid instruments. (Bonds, Treasuries and Solid stocks). HIGH, BUCK, CRDT, AGGH etc.,
The MER seems reasonable. But only available in USD.
Worth dipping in? Which one would you as their best offering?
If you think there are better alternatives here in Canada or even in the US, please feel free to share your suggestions.
Many thanks.
You folks are very knowledgeable about Long Short Options and other hedging techniques. With that in mind, may I ask for your opinion about Simplify ETFs for income. I was impressed by Michael Greene's interview on Danny Moses' podcast.
(On the tape with Danny Moses).
Looked at his website and he seems to offer a lot of income generating ETFs based on solid instruments. (Bonds, Treasuries and Solid stocks). HIGH, BUCK, CRDT, AGGH etc.,
The MER seems reasonable. But only available in USD.
Worth dipping in? Which one would you as their best offering?
If you think there are better alternatives here in Canada or even in the US, please feel free to share your suggestions.
Many thanks.