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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: Hi 5i,

I need to create a fixed income allocation in my LIRA. Would you recommend an equal allocation to the following ETF's: CBO, XBB, ZEF, CPD and ZHY? If not what would you recommend for a fixed income etf position.

Thanks,
Read Answer Asked by Christopher on June 18, 2018
Q: Hi 5i,

Need to create a new fixed income/bond position in my portfolio. Looking to allocate holdings (equally?) across the following ETF's: CBO, XBB, ZEF, CPD, and ZHY. Would you recommend this as a good long term strategy or would there be a better ETF combination you'd recommend.

BTW loved your May issue in ETF Fund Update (etffundupdate.ca) on balancing sector allocation.
Read Answer Asked by Christopher on June 18, 2018
Q: Hi, I purchased this and ZHY in a few registered accounts for the yield and thinking they might be a little more immune to decline in a rising interest rate scenario. Now I'm not too sure. Should I sell or are the prices reflecting recent interest rate bumps?
Many thanks you guys do a great job!
Bob
Read Answer Asked by Robert on April 02, 2018
Q: I am an income investor seeking capital preservation over capital appreciation. I am thinking of purchasing some or all of these ETFs. Do they meet my requirements? How would a downward market correction affect these ETFs?
Thanks for your assistance
Read Answer Asked by Glen on January 03, 2018
Q: Peter and Team, I want to choose some ETFs for my mother in-laws RRIF and LIF. My approach is to be well diversified, looking for some dividend and a little growth to achieve btwn 5 to 10% annually. I plan to select Equal weights using ZLB,ZWB, ZDV FOR Canadian content and ZLH, ZWH, ZHY, and ZGI FOR US Content. Your opinion and any pitfalls or suggestions would be apprecuated.
Thanks, Steve.
Read Answer Asked by Stephen on December 01, 2016
Q: Hello Peter, I am looking for safe investment with dividends, I have ZEF in my portfolio, I would appreciate your help to rate the above, perhaps suggesting a couple better ones. Also, how would future interest rate increases effect their prises.
Many thanks, J.A.P. Burlington
Read Answer Asked by Joseph on July 11, 2016
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