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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, I hold RBF5733 & RBF5737 in my RRSP from a previous employment contribution plan. Would you consider VFV a suitable replacement for a lower MER and a bit of a dividend or is there a compelling reason to stick with the two RBF funds?
Thank you
Read Answer Asked by Randy on December 08, 2023
Q: To purchase this fund, a warning appears saying TD my receive a trailing commission. They refer you to the offering documents, but i cannot find clarification on this trailing commission. Can you please clarify for me.
Read Answer Asked by kathleen on November 10, 2023
Q: Please give me your comments/suggestions about my fixed income portfolio and weightings.


BMO AGGREGATE BOND INDEX .ZAG 9%
CI INVESTMENT GRADE BOND .FIG 9%
FIDELITY TACTICAL CREDIT .FID7573 9%
HORIZONS CDN SELECT .HBB 9%
LIBERTY ALL STAR EQUITY FUND USA 9%
PENDER CORPORATE BOND FUND .PGF550 9%
PICTON MAHONEY FORTIFIED .PIC8501 9%
PIMCO MONTHLY INCOME FD CDA .PMIF 9%
RP INVESTMENT ADVISORS .RPD210 9%
RP STRATEGIC INCOME .RPD110 9%
DYNAMIC PREMIUM .DYN3361 10%
Read Answer Asked by Gregory on October 30, 2023
Q: What are your suggestions for the best Balanced mutual funds that I could consider purchasing over the next 2-3 months?
Read Answer Asked by John on October 26, 2023
Q: Dear 5i,
DYN3361, Dynamic Premium Yield Plus Fund.
This fund uses leverage, uses Call and Put option strategies for US stocks.
At the moment they seem to have an overweight with cash-covered Put options.
In general do both Call and Put strategies work in markets that are choppy and there is no trend either up or down? What would you attribute to it's good performance over the last few years?
Read Answer Asked by Ian on October 18, 2023
Q: I would like to earn some interest on the cash that is in my trading accounts. However, it is surprisingly confusing.

My broker offers mutual funds from various institutions but each institution has a Series A and a Series F. What is the difference between Series A and F?

And then there are various mutual funds within each series (for example TD Series F has TD8151, TD8156, TD8158). What are the differences between the funds within each series?

Are there any other issues I should be considering while temporarily parking cash?
Read Answer Asked by Ray on October 16, 2023
Q: What are your thoughts on private credit lending? I am considering opening an accountant at wealth simple and the advisor said it's better returns (they shoot for 9%) with less risk. Being as it's interest income I would have this in a TFSA or RRSP likely. Is this a good addition to an otherwise balanced portfolio?
Read Answer Asked by Ashleigh on September 21, 2023
Q: Hi 5i,

I'm considering adding the RBC U.S. Mid-Cap Growth Equity Fund to my portfolio. The YTD return indicates this sector has performed reasonably well. What's your outlook going forward for this the sector? If I recall correctly, Brooke Thackery likes US small caps between October and February.

Would you have any suggestions that you think are stronger than this particular fund? I lean to mutual funds for active management over ETF's.

And what other "sectors" do you like moving forward? Emerging Markets? International Funds?

Deduct as many points as necessary, and a High 5 to 5i!

Pete in Calgary.
Read Answer Asked by Peter on July 25, 2023
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