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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: I would like to reduce the number of stocks I hold and one area that might be easiest to tackle first is financials. I hold ZEB, ZWC, BNS, and a lot of MFC.
I was considering selling all the above (except keeping a good portion of MFC) and putting the proceeds into FIE because of its seemingly good blend of dividend and growth..
But I need a sounding board - ZWC is the only under-performer in the group from my perspective.
Read Answer Asked by Peter on March 19, 2021
Q: I bought BAM.PR.B when the market had the big drop thinking it was a fairly safe way to collect a dividend and make a capital gain.... Now up 40% and the dividend yield has dropped to 3.7 %..... I think I have accomplished my goal and could choose something with a larger yield and better upside potential by replacing it with something like FIE maintaining my " Don't stick your neck out too far " policy for higher yield income .... { in a RRIF so no tax consequences } Your thoughts and two or three of your choices with my goals in mind ?
Thanks Garth
Read Answer Asked by Garth on March 19, 2021
Q: Hi, I currently have a BMO monthly income Mutual fund. I wish to replace it with an etf to reduce the fees. I am looking for an etf that pays monthly income, has the potential for some growth and a low mer. You have been a proponent of XTR before but would like to see if there are any others you think might be worth while. Maybe zmi. If you can suggest a canadian etf and an international etf that has some good diversification in different sectors.
Thanks
Read Answer Asked by pietro on February 05, 2021
Q: Which of these ETFs would you prefer for financial exposure? The fixed income component of FIE contains 20% CPD, which has had a nice run and is now approaching a 52 week high, 10% XCB (corporate bonds). The remaining 70% is banks and lifecos. ZWB, on the other hand, is 100% banks, with covered call premiums.
Read Answer Asked by Paul W on January 14, 2021
Q: Hi Team, Wondering if you could please suggest a good
ETF for growth - Canada and US.
Also a good ETF for Dividends - Canada and US.
This is for RRSP account.
Thanks
Read Answer Asked by Salome on January 13, 2021
Q: I have a fairly large holding of FIE. I like the large dividend and considering adding more to my position. What is your opinion about the sustainability of dividends for this ETF? Do you have any other high dividend stock/ETF you can suggest? This is for my TFSA.
Read Answer Asked by Bhaskar on January 07, 2021
Q: Hello!

I am currently invested in three of these ETF's. Can you recommend other high dividend paying ETF's to complement my current allocation. Thank you!
Read Answer Asked by Irek on September 24, 2020
Q: I have positions in several ETFs trading on the TSE. I like to keep up to date on major holding changes and weightings within each ETF. Is there a good (one stop shop) source of updated information, other than going on to the separate ETF company websites?
Read Answer Asked by Edward on August 05, 2020
Q: I know you've said in the past that one could replicate FIE relatively easy by owning say 3-4 bank stocks and an insurance company - but I don't think you could get the same yield as FIE, which is close to 8%. Even after subtracting the MER, I don't think you can match the yield (which is somewhat confusing to me).
Can you? If not, would you see a benefit in owning FIE?

Thanks
Robert
Read Answer Asked by Robert on July 22, 2020
Q: Would you please rank these companies in descending order of their dividend reliability.
Thanks.
Read Answer Asked by David on July 21, 2020
Q: My income portfolio consisting of the above equities has taken quite a beating in the recent market downturn. Except for LB, there has been some recovery in prices, and so far dividends have been maintained. I have some excess cash to deploy, and would like your advice on whether to double down on some on my current investments, or your suggestions for other beaten down income investments. Thank you.
Read Answer Asked by Jean on June 12, 2020
Q: I have shares it both of the these Income funds. FIE-T is down 24% and XTR-T is down 12. 42%. in my registered portfolio. I'm thinking of selling the entire position in XTC-T and purchasing more shares in FIE-T . The later has a much higher yield in FIE then XTC-T . Your thoughts ? Is this reasonable. Thanks
Read Answer Asked by David on April 17, 2020
Q: I have a ? on ISHARES overall holdings approach. I am not a big ETF holder but own a 3% position in FIE. I am in the annual review process and was surprised to see the top two holdings of the fund are other ISHARE products, making up almost 30% of their holding. Is this typical with iShares investing so much with their own product. Its not giving me the level of bank and insurance company investment I would of thought. CPD makes up about 20% and I already hold a 2% holding in that fund. Your view please.
Read Answer Asked by James on June 20, 2019
Q: Please provide a comparison on CPD,FIE, and XTR. My objective is dividend income and security. Can all 3 be owned ? If not which do you prefer ? Or provide a better choice ?
Many thanks,
Read Answer Asked by Luc on April 18, 2019
Q: Can you give a quick comparison of these 3 ETF’s ? For dividend income and security, long term hold, should I own all 3 , if not explain why and in which order would you buy ?
Please advise anything else relevant.
Many thanks,
Read Answer Asked by Luc on April 17, 2019
Q: Hi 5i Team.

I have positions in the three ETFs listed above representing financial and Canad/US real estate sectors. The ETFs are at a reasonable cost and provide good yields. What is 5i's opinion about these three ETFs.

Thanks

Iqbal
Read Answer Asked by Iqbal on November 26, 2018
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