Q: I am retired and hold the above ETFs in my RIF, TFSA accounts. Please advise which ETFs you would hold in this environment and which are duplicated. I am looking for stability and safe dividends. Thanks for your input.
Q: I HAVE BEEN IN THIS ETF FOR QUITE A WHILE AT A COST OF $23.00. IT IS NOW UNDER $13.00. I'M OK TO HOLD IF THERE CONTINUES TO BE SOME GROWTH HERE. AT ABOUT 2% OF MY PORTFOLIO, WOULD YOU RECOMMEND TOPPING UP AT TODAYS PRICE OR DO YOU EXPECT MORE DOWNWARD PRESSURE?
GUY
Q: I have about 150k in an RESP account for my 2 kids ( grade 9 and 12) so next year kid 1 will start withdrawing funds and kid 2 in 4 years. I've maxed out the match up grants so no new contributions. I hold mostly global growth mutual funds and am thinking I should shift to a more conservative dividend aristocrat type of holding. This would maintain equity and start generating some income vs more global growth focus I have used to get to this point. Do you have a suggestion for 1-3 low cost mutual funds or ETFs to generate some income and be good holdings for the drawdown period over the next 8 years.
Q: I currently own CPD in a taxable account at a loss position. With interest rates looking like they are going downwards would it be positive for preferred resets? Would you be okay with a switch from CPD to XBB at this time? I have CPD as part of my fixed income portfolio even though it is kind of a hybrid between equity and bond. Thanks for your insight
Q: Good morning 5i,
I am looking for advice on US dollar fixed income possibilities in this particular economic climate. I have some of the two mentionned and wondering whether I should continue holding them? also, what would be a good buy at the moment?
thanks
Q: Most of my information is supplied by your insightful replies in this form but now require a little more direction.
Need to convert about 105000 from rrsp to rrif .
Am looking for 4 or 5 ETFs that are dividend payers as all our needs are covered with
oas and cpp plus company pension.
We also have tfsa, US and Canadian trading accounts so this would be for discretionary spending.
Thank you
Barry
Q: The 2.0 version of the rate reset preferreds (with the floor feature) offered by the likes of Enbridge, Brookfield, etc. would seem to provide a compelling combination of high-quality downside protection plus upside opportunity, especially in the existing low-rate scenario. Why are they mostly spurned, and at some point wouldn't the corporations bite the bullet and redeem them at par, to be replaced with other forms of corporate debt with lower liability? Thanks very much.
Q: Earlier today a member talked about companies that had grown in value, in his case Sunlife had reached over 7% of his portfolio, and asked if he should be trimming them. You encouraged him to cut back to 5%. I understand the general principle of balance and diversification in a portfolio in order to reduce risk, but how do you reconcile being rigid about that with the idea that Peter and many other fund managers and advisers have written about - the importance of letting your winners run? Exceptional portfolio results are often due to one or two stocks that have doubled, tripled and more. Boyd is such a stock for me. It is still recommended as a buy by 5i and many others at current levels. I can't imagine why I'd cut it back. My question though is a general one. How do you resolve these two conflicting notions?
Q: Am doing very well on these guys and am within proper allocation. Do you see much more upside over the next 12 months or have they reached their peak and will drift lower? Your views on them is much appreciated.
Thx Gary
Q: I have owned Logistec (LGT.A) for a number of years. After several very good years it has now sagged for several. Is it time to move on? Any compelling reasons to continue to hold? Any suggestions for a replacement stock in the same sector?