Q: There are emerging long bond bulls out there.Do you think XLB and TLT are good ways to invest in this theme?Would you wait for a more clear outlook on interest rates to buy these?
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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: Good afternoon Gentlemen! Thank-you for your excellent service.
Could you share your thoughts on the the iShares JP Morgan Emerging Bond Market recent slump?
During volatile times I have retreated to Bonds to avoid volatility but you have warned about XEB in the past. Downloading their holding I have a rough total of 2.9% related to Russia and Ukraine.
Do you see further down-side to this investment?
Could you share your thoughts on the the iShares JP Morgan Emerging Bond Market recent slump?
During volatile times I have retreated to Bonds to avoid volatility but you have warned about XEB in the past. Downloading their holding I have a rough total of 2.9% related to Russia and Ukraine.
Do you see further down-side to this investment?
Q: In regards to CPD or just pref's in general. They have sold off a lot over the past month. Fair to say they have priced rate increases in and are now forecasting a slowdown and rates going lower? Would a partial switch to a TLT-US make some sense here if that is the thesis?
Q: You recently commented that ZRR could represent a defense against inflation and rising interest rates. If this is true, then as we are now dealing with inflation and rising rates, why is ZRR's 1 year chart falling steadily? What am I missing? Thanks for a great service.
Q: Yesterday you suggested the above entities for possible inflation protection for my current cash positions. I have looked at their summaries but don't understand how they work. Can you please explain in layman's terms? As always, I appreciate your inputs. Al
Q: Like many 5i customers my bond ETF's have been whacked over the last 6 months or so. I bailed on a couple of them in January (good move as it turns out) but am still exposed in my RRSP. Bonds still seem to be dropping but yields in general are up to the 3.5% range. My question is "with inflation running at around 6% at what point will the numbers (yield/market value bottom) make sense to start buying bonds again"?
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BMO Aggregate Bond Index ETF (ZAG)
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BMO Short Corporate Bond Index ETF (ZCS)
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iShares Core Canadian Short Term Bond Index ETF (XSB)
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Vanguard Canadian Aggregate Bond Index ETF (VAB)
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Vanguard Canadian Short-Term Corporate Bond Index ETF (VSC)
Q: What is your suggestion for bonds or a bond fund in this market climate? Thanks
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iShares Core Canadian Corporate Bond Index ETF (XCB)
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iShares Canadian Real Return Bond Index ETF (XRB)
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Vanguard Canadian Aggregate Bond Index ETF (VAB)
Q: All my fixed income is in XCB,XRB and VAB. All are held in tax sheltered RSPs and distributions are in DRIP programs. My question is " would you continue with the DRIP programs as I have to start withdrawals in 5 years when I turn 71? " These bond ETFs are all in serious down trends.
Q: good morning.this is due dec 31 2022 could i receive shares instead of cash. would they cost 2.75.how many would i get for each 1000 worth.thank you brian w
Q: II am 14% in the hole with ZAG. Should I throw in the towel and add to a blue chip good paying dividend equity or just stay, Funds are not needed with a 5 to 10 year outlook. Value investor with a balanced portfolio in all 11 sectors age 76 with good pensions.
Stanley
Stanley
Q: Could you check out for me if CIA pays DIV. I bought some CIA and in the profile it says it dose not pay div. but when I heard their promotion they said they did . ???
Jim.
Jim.
Q: Hi,
Would you be reluctant to maintain more than $100K invested in a Canadian financial institution because of the cap on CDIC insurance?
I recently transferred a bunch of dough to Tangerine as its HISA is paying 2%.
I'm not concerned but should I be?
Thanks,
Robert
Would you be reluctant to maintain more than $100K invested in a Canadian financial institution because of the cap on CDIC insurance?
I recently transferred a bunch of dough to Tangerine as its HISA is paying 2%.
I'm not concerned but should I be?
Thanks,
Robert
Q: I am wondering about a rebound from the current level with XHY? Do you see it recovering from the loss this year and is it a good time to buy?
Q: Regarding XHY in the 5i Income Portfolio: Is XHY a hold or a buy at this time with a yield of about 4.90%? Is there any US withholding tax in an RRSP holding XHY?
Thanks!
Thanks!
Q: How does one purchase Canadian real return government issue bonds and do you recommend them in this inflationary environment?
Q: For the safe side of a portfolio, would you put money into a short term bond ETFs (BSV, XSB) or a high interest savings account today (EQ Bank 1.5%)?
Thanks
Thanks
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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BMO Aggregate Bond Index ETF (ZAG)
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iShares Core Canadian Short Term Bond Index ETF (XSB)
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iShares Floating Rate Index ETF (XFR)
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Purpose Floating Rate Income Fund (FLOT)
Q: Hello Team.. As interest rates climb my strategy is to slowly buy into bond funds (now in cash).. maybe ZAG or XSH. For example at 3.48 % for ZAG, that's a reasonable dividend and the rate hikes have barely begun. My question is -although the unit price of the fund will decrease "is the payout stable or increasing" as maturing bonds are replaced at higher yields.Steady buying at lower unit prices (and higher dividend)could help kill the pain of the early buying-what do you think.( 71 year old income investor soon to be starting RIF withdrawals) Thank you yet again..best regards Gary
Q: Pls share your thoughts on this small young actively managed ETF that seeks to provide protection against rising interest rates... Considering for up to 3.5% of the 30% fixed income allocation in my RRSP.
Thank you
Thank you
Q: For investors seeking to capitalize directly on what looks to be an impending rate hike bonanza through the end of this year (and possibly into 2023), what options are there to look at?
TTT (US) seems like the only decent option but it only offers exposure to longer term rates (20y) which could take a while to respond to higher rates on the short end. Any options you can provide me to investigate are greatly appreciated. Thanks.
TTT (US) seems like the only decent option but it only offers exposure to longer term rates (20y) which could take a while to respond to higher rates on the short end. Any options you can provide me to investigate are greatly appreciated. Thanks.
Q: Between January and March of last year (13-16 months ago) I sold my bond holdings in ZAG and CLF and moved the money into the short-term bond fund ZST. As a capital preservation strategy it limited the downside from rising interest rates. ZST is down 2%, while CLF is down 6% and ZAG 9%. I saw an analyst on BNN this morning recommend it is time to start easing back into longer term bonds. It feels a bit early to me. Won't the short term bond funds benefit first from rising rates while the longer term funds will continue to decline? If capital preservation and rate of return are weighted about 50/50, what do you think of moving back into longer term bond funds at this time and would you do it gradually?