Q: Would you consider The Antrim Balanced Mortgage Fund (ABM103) a good fund to add to a portfolio for diversification in fixed income? It advertises a 7.5% yield.
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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 this ETF be a good investment at this time?
Q: I bought this ETF sometime ago in my RRIF for its delicious yield ( at the time 15%, now unfortunately 18% ) , thinking that Trump will get his way and rates will decrease . This does not seem to be happening but in the end nobody really knows what rates are going to do. Silly me for putting my hat in the ring with Trump.
I am down 20 % on this ETF but the large distribution has mitigated my loss. It is 4 % of my RRIF and 2 % of total portfolios . What would you do with this ETF ? Thanks. Derek.
I am down 20 % on this ETF but the large distribution has mitigated my loss. It is 4 % of my RRIF and 2 % of total portfolios . What would you do with this ETF ? Thanks. Derek.
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Miscellaneous (MISC)
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Purpose US Cash Fund (PSU.U $100.23)
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Global X USD Cash Maximizer Corporate Class ETF (HSUV.U $118.78)
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US High Interest Savings Account Fund (HISU.U $100.24)
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Global X 0-3 Month U.S. T-Bill ETF (UBIL.U $50.08)
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CI U.S. Money Market ETF (UMNY.U $50.10)
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iShares 0-3 Month Treasury Bond ETF (SGOV $100.57)
Q: Hello,
Which US ETF do you recommend to keep cash in USD. Safety being the first priority (US equivalent to PSA or CSAV in Canada). Thank you.
Which US ETF do you recommend to keep cash in USD. Safety being the first priority (US equivalent to PSA or CSAV in Canada). Thank you.
Q: What do you think about the risk of this bond purchase? I am looking at holding to maturity (if not called).
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Purpose High Interest Savings Fund (PSA $50.08)
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Global X High Interest Savings ETF (CASH $50.03)
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Global X 0-3 Month T-Bill ETF (CBIL $50.04)
Q: Would you please provide a few relatively safe places to place cash for the time being, somewhere better than allowing it to sit idle in my account.
Thank you.
Thank you.
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Hamilton U.S. Bond YIELD MAXIMIZER TM ETF (HBND $12.45)
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Harvest Premium Yield Treasury ETF (HPYT $8.22)
Q: I've noticed 5i has had some rather negative comments on HBND { yield 11.8% } lately . Is HPYT { yield 18.25% } essentially the same product ? ..... And does 5i hold the same negative views toward it ? .... What effect on unit price would the end of the war have ? Thanks for your terrific service ......
Q: I am ~ 25% underwater with BCE and Telus; the former has cut its dividend and the latter is expected to follow suit. What is your opinion on selling both holdings and buying HBND for about twice the dividend income. I realize this is purely an income play and no capital gains are likely.
Q: Some time ago, you published a very good statement about when HSAV is undervalued and overvalued based on NAV. Where can I find it or can you give me another answer here. Thanks
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iShares Canadian HYBrid Corporate Bond Index ETF (XHB $19.95)
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iShares Core Canadian Universe Bond Index ETF (XBB $28.16)
Q: Would you be a buyer of these etf's today and which would you prefer?Is there any reason to hold both?
Q: US treasury bonds held by this fund have continued a downward trend, now at its 52-week low just under $13. Is this a good entry point, or is the risk profile too high and unpredictable due to the Trump factor?
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Purpose High Interest Savings Fund (PSA $50.08)
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CI High Interest Savings ETF (CSAV $50.08)
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Global X Cash Maximizer Corporate Class ETF (HSAV $118.31)
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Global X High Interest Savings ETF (CASH $50.03)
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Global X 0-3 Month T-Bill ETF (CBIL $50.04)
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High Interest Savings Account ETF (HISA)
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Harvest Canadian T-Bill ETF (TBIL $50.05)
Q: Hello and appreciate all your insight. I have raised a fair amount of cash in my portfolio and was wondering what would be a safe way to invest it but still have immediate access to it if needed. I would like to have access to it for opportunities that arise but at the same time would like to earn something on it with very minimal risk in the current environment. Thoughts?
Thank you
Thank you
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Purpose US Cash ETF ETF Unit (PSUU)
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Global X Cash Maximizer Corporate Class ETF (HSAV $118.31)
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Global X USD Cash Maximizer Corporate Class ETF (HSUV.U $118.78)
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Global X High Interest Savings ETF (CASH $50.03)
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F/m US Treasury 3 Month Bill Fund (TBIL $49.95)
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CI U.S. Money Market ETF (UMNY.U $50.10)
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Global X USD High Interest Savings ETF (UCSH.U $50.06)
Q: Hi,
I'd like to get a better return on the Cash sitting in the Canadian Account. I don't want to lock it into GICs now as I would like the flexibility to use it until I get a better sense of where we're going with all of this. I looked at CASH.TO Global X High Interest Savings ETF and HSAV.TO Global X Cash Maximizer Corporate class ETF. Mgmt fees and MERs are lower on CASH and the yield is a bit higher but it has tax implications whereas HSAV has slightly better performance and deferred tax. Once our taxes are filed there may be a bit more contribution room left in the TFSAs but it won't be much.
Any opinions? Any thoughts on what I can do with the US Cash?
Thanks!
D
I'd like to get a better return on the Cash sitting in the Canadian Account. I don't want to lock it into GICs now as I would like the flexibility to use it until I get a better sense of where we're going with all of this. I looked at CASH.TO Global X High Interest Savings ETF and HSAV.TO Global X Cash Maximizer Corporate class ETF. Mgmt fees and MERs are lower on CASH and the yield is a bit higher but it has tax implications whereas HSAV has slightly better performance and deferred tax. Once our taxes are filed there may be a bit more contribution room left in the TFSAs but it won't be much.
Any opinions? Any thoughts on what I can do with the US Cash?
Thanks!
D
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BMO Target 2027 Canadian Corporate Bond ETF (ZXCO $10.01)
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BMO Target 2028 Canadian Corporate Bond ETF (ZXCP $9.99)
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BMO Target 2029 Canadian Corporate Bond ETF (ZXCQ $10.00)
Q: When I buy bonds for my fixed income allocation I always hold until maturity so that I know that I will get my money back plus yield to maturity interest. In the past I could not buy bond mutual funds or ETFs because the bonds were never held to maturity and therefore no guarantee of money back would result.
With the target maturity bond ETFs issued by most banks each ETF holds the bonds until maturity allowing me to ladder a bond portfolio just as if I was buying actual bonds.
What do you think of these securities?
Many thanks.
With the target maturity bond ETFs issued by most banks each ETF holds the bonds until maturity allowing me to ladder a bond portfolio just as if I was buying actual bonds.
What do you think of these securities?
Many thanks.
Q: Have you got any advice on redemption of the constellation software debentures?
Q: Greetings 5i, would you have any concern about buying short term bonds (< 1 year) issued by Morguard Corporation?
Q: My children's entire RESP is 100% in equities. As they get closer to going to post secondary school, would owning some money market funds, like ZMMK, be a good safe strategy to hold 1-2 years tuition in case of a market downturn. And open to suggestions.
Q: Hello,
Can I please get your opinion of Evolve Canadian Aggregate Bond Enhanced Yld Fund ETF (AGG). Thank you
Dave
Can I please get your opinion of Evolve Canadian Aggregate Bond Enhanced Yld Fund ETF (AGG). Thank you
Dave
Q: Hello,
Can I please get your view on Hamilton U S Bond Yield Maximizer ETF Class E (HBND). Thank you!
Dave
Can I please get your view on Hamilton U S Bond Yield Maximizer ETF Class E (HBND). Thank you!
Dave
Q: I hold this in a US account. Is there a comparable investment for my Canadian account. Thank you for your guidance.