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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: Follow up on my question regarding STRUCTURED NOTES as DOWNSIDE protection

1. If a specific yield (eg 6.5%) is mentioned is that guaranteed?

2. Does the buyer of the note receive the entire amount invested at a specified future date?

3. How long do these typically have to be held?

Thanks again for all your help.
Read Answer Asked by Donald on February 10, 2023
Q: Today Harry asked
“Can you please recommend a web site or an app (free or on a paid subscription basis) for managing stocks”
I would suggest Harry to consider 5i Portfolio Analytics. I’ve been using this from it’s inception and am very satisfied.
Read Answer Asked by Les on February 09, 2023
Q: I own these four healthcare companies but would like to reduce my holdings to three. How would you rate them from best to worse. I've done the best on UNH as I've held it the longest but in looking at a long-term chart it has the poorest returns of the four. They are all so different but what three would give me the best diversification? Look forward to your opinion. Thanks.
Read Answer Asked by Cheryl on February 09, 2023
Q: Hello Peter,
I don’t have any investments in my portfolio in the emerging market, especially in China. Would you please recommend a few stocks and/or ETFs for 5 year or longer holds. If possible, please provide on each of your recommended investments an approximate price-entry point. In general, what percentage of my portfolio should be allocated for this market?

Thank you,
Roger
Read Answer Asked by Roger on February 09, 2023
Q: You have an updated report on Enbridge (ENB) dated 24 January. In the SUMMARY section of that report I see the words "bond proxy". That's an interesting concept. I own a full allocation of ENB because it is a safe, stable source of tax-advantaged income - indeed a sort of "bond proxy". Staying with that idea, are there other equities/ETFs/products that 5i would consider to be "bond proxies"?
Can you suggest a few?

Would a close look at your Income Portfolio provide a selection of appropriate names?

Tax-advantaged income is preferred over interest-producing products.

Thank you,
IslandJohn

Read Answer Asked by John on February 09, 2023
Q: Hi there,

CSU and BYD are probably the 2 best stocks over the last decade. Both have strong similarities also. If you were to pick a few stocks today that show similar promise, what would they be? Are there any future CSU and BYDs out there?

Thanks!
Read Answer Asked by Michael on February 09, 2023
Q: Hi 5i Team,
Can you please recommend a web site or an app (free or on a paid subscription basis) for managing stocks.
Cheers,
H
Read Answer Asked by Harry on February 09, 2023
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