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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: What are some of your top value stock and ETF picks to protect against inflation during the next 1-3 years. Thanks as always.

Read Answer Asked by Curtis on April 29, 2021

Q: What do you think of this twenty stock dividend portfolio for a taxable account? I am focusing on high quality and it yields about 3.8% . Any changes you would make?

Read Answer Asked by Stefan on April 29, 2021

Q: I currently own XAW and XTR in my RRSP and looking to add some more Canadian ETFs/stocks for diversification. Have about 20 year time frame. Can you please recommend some?

Read Answer Asked by Fiona on February 05, 2021

Q: Hi

I am retiring in the near future and am looking at increasing my income based positions. I am looking for a REIT or ETF. Can you suggest any? Currently I am not holding any.

Read Answer Asked by Stuart on September 21, 2020

Q: REITs are beaten down. For a long term investor who wants real estate exposure, is this a time to get in? Can you suggest (1) two or three REITs or other entities and (2) an ETF for this? Thank you!

Read Answer Asked by Chris on September 08, 2020

Q: Hey 5i,

As a follow up. What are your top picks US/CDN REIT ETF's
You'd recommend for a longterm hold.

Thank you for all the great advice!

Read Answer Asked by AJ on June 04, 2020

Q: Morning 5i,

Looking to diversify our portfolios
Longterm hold.
Wanting to add a real estate position(s)
Obviously we could go up or down due to covid and a rougher than expected recovery.

Looking for advice on which to do first.
ETF, such as above OR pure play such as CAR.UN?
Which is a huge portion of XRE anyways.
*your top rec's in this sector would be greatly appreciated as well.

Understanding the risks and dynamics our thought was adding an attractive pure play at lower valuation and then the reit assuming it may be depressed for a longer time period.

Looking forward to your advice and thank you for the great stuff here! The info is tremendous.

Read Answer Asked by AJ on June 01, 2020

Q: My daughter is 27 years old and is looking to invest around $35,000 as her first investment. She is considering investing 40% in Canadian equities (ZLB, PDC, and XRE), 50% in US Equities (VUS and DXU), and 10% in International Equities (FCIQ and VEE).

As an initial investment, does this balance seem reasonable or would you have other recommendations? Is this sufficiently diversified or are there too many funds?

Thank you!

Read Answer Asked by Geoffrey on April 23, 2020

Q: Would you buy a REIT today? What would be your top choice?

Read Answer Asked by Allen on March 17, 2020

Q: If you were to choose between the 3 above. How would you rank them in terms of security (first and foremost) and total performance for a 3-5 year hold?

Thanks to all for your fantastic service and a very successful year in all your endeavour.
Y

Read Answer Asked by Yves on January 06, 2020

Q: I am a retired conservative dividend income investor. I've held Sentry Global REIT for years (love the 6% distribution) and have been monitoring its performance as compared to ZRE and XRE. I didn't mind paying the 2.4% MER as long as it was outperforming. However, on a total return basis, Sentry has lagged significantly and I have sold it today.

With interest rates appearing to be on the decline and, more importantly, for portfolio asset allocation, I still want to have REIT exposure. I am leaning towards ZRE, due to the equal weight nature (as opposed to XRE).

I am normally a long term buy-and-hold investor. ZRE has had a good run recently, but I think the future still looks good, due to the macro environment. Your thoughts?

My target REIT allocation is 7.5%. I also have a position in CSH.

Thanks for your help...Steve

Read Answer Asked by Stephen on August 30, 2019

Q: Greetings 5i

I continue to focus in on dividend producers that offer security as I enter retirement. At the present time in my TFSA I already have a 20% weighting in VBAL and 5% in XRE. I have another 5% to allocate which will be coming from my sale of BAD as I slowly transition to more security. Which do you suggest as the best alternative? Any other suggestions?

I know VBAL and XRE are very different in context and dividend payout so I need your insight. What I do know is that Iím having a great long ride with Shopify. For that Iím happy not to receive a dividend. Thanks 5i!

Peter

Read Answer Asked by Peter on August 29, 2019

Q: I have held XRE for over 10 yr. in RRSP - so, with dividends I am up over 400%. I was thinking of selling this ETF and buying BPY.UN because the latter regularly increases dividends and is a broader based property/real estate holding company. I did not think it prudent to own both: either would be a very small holding in the portfolio.

Read Answer Asked by James on August 27, 2019