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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: Have these ETF's in my portfolio for at least 5 years. With the current interest rates environment... keep or swap? If swap which one? What would be a better option?

Thanks for your great service

Kevin
Read Answer Asked by Kevin on March 11, 2022
Q: Hi 5i,
I noticed ENB and TRP have both recently issued long bonds out to year 2052/2082. I don't understand the strategy of a 30yr/50yr bond, please explain. I think these were issued to repay a series of "Preferred Shares", which looks to me to be a bit broken. Can you tell me how many other companies are doing this?
Read Answer Asked by Keith on March 09, 2022
Q: If the yield curve flattens either shorter term yields move higher and/or longer term yields decline. What is the more likely scenario?
Do you think the curve may flatten in next 6 months or so?
Read Answer Asked by JACK on March 03, 2022
Q: Morning,
Best vehicle to park cash today. Criteria: safety.
Thanks.
Read Answer Asked by Lawrence on March 01, 2022
Q: Could you please indicate which of Treasury Bills, GICs, NHA MBSs, and Canada Mortgage Bonds in general pay the highest rate of interest. Also, could you grade from lowest to highest risk? In view of the possibility that interest rates will rise would you wait to purchase, or if rates do rise would the increase be sufficient, in your opinion and not knowing the amount to be invested, to make a significant difference?
Thank you for considering my questions.
Read Answer Asked by Gail on February 25, 2022
Q: 65 yr old retiring this year. I hold the following: XAW (35%), XBB (20%), XIC (12%), CDZ (7%), ZSP (7%), VTI (7%), ZIC, VTI and ENB at 5% each.
In view of the current conditions, would you increase the fixed asset portion and reduce equity? Which ones would you add to and which ones would you reduce/remove?
Read Answer Asked by Rosemin on February 25, 2022
Q: Portolio Analytics shows that I'm woefully short in fixed income. I am wholly unfamiliar with the category - is it as simple as shopping for the best GIC rate, or are there other, better options I should consider? Please give me some recommendations. Thanks.
Read Answer Asked by Ben on February 23, 2022
Q: I’m interested in a US bond fund that pays some dividends.

Vanguard has some funds, VFIDX & VICSX that pay 2%+ and appear to suit the bill.

Have you any recommendations in this area?
Is there any reason to stay out of this sector?
What do you forecast the near future, say 3-5 years, to be in US bond funds valuations?
Read Answer Asked by Danny on February 23, 2022
Q: I have used hfr to park cash for several years. With rates about to rise I want to park some additional cash there but wondering if there is/are other short-term note etfs you can recommend for comparison.

Thanks very much.

Mike
Read Answer Asked by Michael on February 17, 2022
Q: Scotia I trade gives me access to purchase GICS, just like stocks from my account.
They state all our GIC issuers are members of Canada Deposit Insurance Corp.
My Question is would you be comfortable purchasing GICS from the following group, up to $100,000 ( the CDIC Coverage) as they provide much better rates than our big 4 Banks.
1) Versabank 2) ICICI 3) B2B 4) Concentra 5)General Bank 6) Equitable Bank

Thanks Guys !
Read Answer Asked by Gordon on February 17, 2022
Q: Would it be worth switching some bond ETFs to BMO Sructured Notes? Could I have your thoughts on BMO JHN 15331 Can Energy Callable Equity PARN S 2986. Would you suggest others. I am 79. Thank you
Read Answer Asked by Donald on February 15, 2022
Q: Hi

Would you have a recommendation for a bond ETF from BMO? I have no bond exposure now and I'm looking to start acquiring one or more bond ETFs - whatever you think might be a good mix considering all the relevant factors.

My brokerage is through BMOInvestorline so there is no trading commission if I use their products.

Thanks so much
Robert
Read Answer Asked by Robert on February 15, 2022
Q: Hi,

Can Canadians buy i bonds directly from the us treasury? My understanding is that it pays a 7.2% interest as it is linked to inflation. Do we have any products like this in Canada and what rates do they offer? Thanks. Regards, Shyam
Read Answer Asked by Shyam on February 15, 2022
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