Investment Q&A

Q: whats are your top 5 income etfs hedged Canadian Thanks Barry

Q: Could you please recommend 3 or 4 Monthly income ETF’s for a portfolio amount of $100,000 for a retired couple. We would divide the etf’s equally. Thank you
Sharron

Q: How is it that Zimbabwe can pay a dividend beyond (by quite a bit) what the underlying holdings seemingly pay. Does the covered call element really make up the difference or are they returning my capital in part?

Q: Can you advise as to a hands off type of income fund or etf that is most likely not to return capital.should these be avoided to have a more accurate income with less year end adjustment for tax purposes? Do you think the vanguard ones as per vbal would most likely do this?I have held xtr in the past and it does need to ret.cap. to keep up with the high yield. Any reflection on this and suggestions greatly appreciated. Thank you.

Q: Dear 5i team: would you rate any other products out there etf's or mutual funds that you may find as a better option as a monthly payer or a total return type product for a retired investment? Or are these as good as any except of course a group of individual stocks.thanks Larry

Q: Hello 5i team: from what I gather zmi has lower roc than xtr albeit a higher payout. Do you think this a concern and do you like any other names etf or mutual funds that you would prefer for a all in one hands off income provider for a retirement fund?

Q: Hello Peter, Ryan and crew.

I am retired and rely on investment income of about 4% dividends/interest. Because I no longer wish to take the time necessary to monitor 50 stocks and 10 bonds, I have been looking for some good income funds or ETFs to replace the individual stocks and bonds that I currently own. The ones I have found have distributions that meet my needs, but do not appear to have the underlying earnings yield to justify the distribution yield, so they appear to be paying me back some of my own money every month. Can you recommend some income funds or ETFs that pay out at least 4% and actually earn what they distribute? Like 5i, I am also sensitive to fees.

I have been a 5i member since the beginning and I continue to be impressed by your knowledge and insight as well as the continuous improvements in the service.

I wish everyone at 5i all the best in the New Year.

Thanks

Q: I'm seeking your view in regards to my grand kids RESP's. One is now 11 and the other is 16. I have been fully contributing over the years and using a growth with small div selection method. I have good 20% plus returns overall. Last year was very good. ECI,ENF,BRE, SIA,DIV, AND CHE.UN are equally weighted holdings. As the older one approaches graduation should I be starting to ease up on stocks and using forward years contributions more on ETF's and less risk oriented holdings. I cannot really bring myself to using bonds at this time. I do want to protect what I have gained for him.Something like a ZUT,or ZPR for this year as opposed to another stock perhaps. Thanks as always guys

Q: What are your thoughts on this company for income and do you recommend it or have another suggestion?
Many thanks, Peggy