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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, still seeing these bond etfs drifting downwards, these 4 are the fixed income portion of a well balanced portfolio, with investment savings offering just over 4% is it worth considering a move, these are in sheltered accounts. Thanks.

Read Answer Asked by Peter on March 23, 2023

Q: I am looking at adding a 15 to 20 percent bond component to my portfolio. From the mix of laddered, aggregate, short/long term and high yield ETFs listed. Which would you recommend and why? Please let me know if you have other possible suggestions? Thank you

Read Answer Asked by Myron on March 02, 2023

Q: What are your favourite Canadian bond ETFs given the current circumstances and looking ahead a couple of years.
Thank you!

Read Answer Asked by Carlos on January 23, 2023

Q: Hello,

What is the difference between PSA and CASH?

Also, I own ZCS and CBO and was wondering if I should increase my allocation to CASH and PSA while reducing my allocation to ZCS and CBO considering the higher rate (better yield) on the short end of the curve. It seems to be higher income / lower risk strategy. Can you please provide your comments. Thank you.

Read Answer Asked by Pierre on January 17, 2023

Q: I'm looking at my legacy pile of preferred shares of which I have never been fond and wondering if this isn't a good time to sell and invest in a bond ETF such as XHY. I know you have expressed ambivalence about prefs but have also said in better times the class can do better. However, yields are roughly comparable, I can use the loses and invest the proceeds in XHY or a different bond fund which you might suggest, keeping the investment on the fixed income side of the page, Many thanks. al

Read Answer Asked by alex on January 12, 2023

Q: I completed the Portfolio Analytics Tool and uploaded my own holdings. It suggested I should invest in 30 percent fixed income - Ive spent my investment years in the equity market - any suggestions for this asset class such as which bonds, what terms, etc ?

Read Answer Asked by Gary on January 04, 2023

Q: My portfolio tracking analysis suggested I purchase fixed income assets - as much as 30 percent. Do you have any suggestions where to start - as Ive always traded in equities. Are there corporate bonds I should purchase if so what timeline? Or simply ETFs which would be preferred and which ones?

Read Answer Asked by Gary on January 03, 2023

Q: hello 5i:
We hold the Pimco Monthly Income Fund as our sole Global Fixed Income contributor. We are not displeased with it, but wonder if you favour another ETF, or mutual fund, that could replace it, or complement it. We would probably expect at least a 4.5% distribution. Ideas?
Paul L

Read Answer Asked by Paul on November 28, 2022

Q: In tuesday's globe and mail, Tom Czitron recommeded buying mid term (5-10 year) federal, provincial government, and corporate bonds because they seem to be in the sweet spot between lower risk and higher opportunity, especially if inflation declines and economic growth wanes.
1. Do you agree?
2. Can you recommend names of bonds that fit this bill?
3. please indicate order of buying (best to worse), if any.

Read Answer Asked by Mary on October 31, 2022

Q: With rising interest rates, does this ETF still make sense for fixed income? I had thought this laddered ETF would be less sensitive to rate increases but that has not been the case - I've been taking a red bath on these. Is there an alternative or another option in the bond space that you would recommend? The duration curve is painful

Read Answer Asked by Elliott on September 19, 2022

Q: Was reviewing the 5i Income Portfolio and the type of bond funds in portfolio. Then was looking at the dividend payments on the two ETFs, the convertible bond (which is in the portfolio) is double of the laddered bond (which isn't in portfolio). Are convertible bond funds considered a much higher risk over laddered bond fund?

Read Answer Asked by Betty on August 15, 2022

Q: I am currently down on the following stocks and etf's and am considering buying more in order to average down. Are there any of the following that you would not purchase at this time?

Read Answer Asked by James on August 11, 2022

Q: Now past 30 day tax loss period on the above securities previously sold. Was going to buy back to original weights.
1. buy back now
2. average in over next few months with some of these
3. replace some of these with other securities you might like better

Read Answer Asked by Peter on July 29, 2022