Q: Hello. My portfolio is currently composed of all equities and approximately 10% cash. I would like to move some money 15-20% out of equities into fixed income. What would you suggest is a simple, yet effective way to achieve this? Invest directly into bonds? Buy a bond ETF? Bond mutual fund? Short or long-term bonds? Corporate or government? Can you suggest some bond ETFs or mutual funds?
Thank-you.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Would you say selling VAB and buying HBB would be a superficial loss in CRA's eyes? Or are they different enough? They do track different benchmarks (by title, at least).
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iShares Core Canadian Short Term Bond Index ETF (XSB)
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iShares Core Canadian Long Term Bond Index ETF (XLB)
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Vanguard Canadian Aggregate Bond Index ETF (VAB)
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iShares iBoxx USD High Yield Corporate Bond ETF (HYG)
Q: How risky is HYG?
thanks
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Vanguard Canadian Aggregate Bond Index ETF (VAB)
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iShares Core U.S. Aggregate Bond ETF (AGG)
Q: I am attempting to increase the bond exposure in my portfolio. Would you consider XHY as a good option or a combination of other bond ETF's, if so what others would you recommend?
Thanks
Kim
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BMO Aggregate Bond Index ETF (ZAG)
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iShares Core Canadian Short Term Bond Index ETF (XSB)
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iShares Core Canadian Universe Bond Index ETF (XBB)
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Vanguard Canadian Aggregate Bond Index ETF (VAB)
Q: Hi there,
Can you please suggest Canadian-listed ETFs for the bond portion of a long-term portfolio? I'm interested in diversification.
Thanks,
Chris
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iShares Core Canadian Long Term Bond Index ETF (XLB)
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Vanguard Canadian Aggregate Bond Index ETF (VAB)
Q: If interest rates were to flatten or decrease what is a good Canadian bond fund to buy with a good yield.
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BMO Canadian Dividend ETF (ZDV)
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iShares Canadian Select Dividend Index ETF (XDV)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Vanguard Canadian Aggregate Bond Index ETF (VAB)
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iShares Core U.S. Aggregate Bond ETF (AGG)
Q: I've had it with my entire pack of pref shares ( individual and ETF) and am ready to punt the lot. I'd like to replace them all with a bond ETF or even a diversified Canadian equity ETF that pays dividends. Your suggestions are most appreciated. Thanks
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Q: For our current market conditions what Canadian listed bond ETFs would you choose for the bond portion of a diversified portfolio?
Thank you.
Q: would ZFM and/or IEI bond etf be a good addition to balanced portfolio as substitute or addition to broad based bond etf ?
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BMO Aggregate Bond Index ETF (ZAG)
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Horizons Cdn Select Universe Bond ETF (HBB)
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iShares Core Canadian Universe Bond Index ETF (XBB)
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Vanguard Canadian Aggregate Bond Index ETF (VAB)
Q: I have 2 unregistered accounts and hold too much money in HISAs. I would like to invest more in Horizon's total return ETFs that pay no distributions. I have been looking at HBB but the chart looks nothing like similar Canadian bond etfs. Today, July 10th, HBB is trading at the same level it did 5 years ago but XBB is 13% lower today, VAB 13% lower and ZAG 15.2% lower. Can you explain this large difference? Should HBB now track in a similar way to XBB? Thanks!
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iShares Russell 2000 Growth ETF (IWO)
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Vanguard Canadian Aggregate Bond Index ETF (VAB)
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iShares Core U.S. Aggregate Bond ETF (AGG)
Q: What sectors of the market are you happy to buy currently, and what ETFs match as closely as possible to these?
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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BCE Inc. (BCE)
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Great-West Lifeco Inc. (GWO)
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Canadian Utilities Limited Class A Non-Voting Shares (CU)
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Granite Real Estate Investment Trust (GRT.UN)
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iShares Canadian Select Dividend Index ETF (XDV)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Vanguard Canadian Aggregate Bond Index ETF (VAB)
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Hydro One Limited (H)
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iShares Core U.S. Aggregate Bond ETF (AGG)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Looking for income from bond etfs and dividend paying stocks that will appreciate in value if interest rates have peaked and gradually fall towards 3% (i.e. those that have been hit unduly hard due to inflationary fears). Suggestions?
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Q: I keep hearing about the 60/40, 40/60 ratio of what you should be invested in with regards to Stocks and Bonds...
- I have Never held Any Bonds of Any Sort...Just Stocks...
- Please recommend some sort of Bond Investment I can consider that is somewhat safe, but Not ultra conservative...
- I remember when my parents said that Canada Savings Bonds were a good and reliable investment...a vintage memory...
Have a good weekend
Thanks
M
Q: Any thoughts on David Rosenberg article in the Globe today? Are we that close to a shift to a a profitable bond market? If so your top two picks. Thank you
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BMO Aggregate Bond Index ETF (ZAG)
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iShares Core Canadian Long Term Bond Index ETF (XLB)
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Vanguard Canadian Aggregate Bond Index ETF (VAB)
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Vanguard U.S. Aggregate Bond Index ETF (CAD-hedged) (VBU)
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iShares Core U.S. Aggregate Bond ETF (AGG)
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iShares 20+ Year Treasury Bond ETF (TLT)
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BMO High Yield US Corporate Bond Index ETF (ZJK)
Q: What would be your top 3 bond ETF picks for both Canadian and US bonds? Is now a good time to put money into these?
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BMO Aggregate Bond Index ETF (ZAG)
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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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iShares 1-5 Year Laddered Government Bond Index ETF (CLF)
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iShares Core Canadian Short Term Bond Index ETF (XSB)
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iShares Core Canadian Universe Bond Index ETF (XBB)
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iShares Core Canadian Long Term Bond Index ETF (XLB)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Vanguard Canadian Aggregate Bond Index ETF (VAB)
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iShares Core U.S. Aggregate Bond ETF (AGG)
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 ETF’s listed. Which would you recommend and why? Please let me know if you have other possible suggestions? Thank you
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BMO Aggregate Bond Index ETF (ZAG)
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iShares Core Canadian Universe Bond Index ETF (XBB)
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Vanguard Canadian Aggregate Bond Index ETF (VAB)
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Mackenzie Core Plus Canadian Fixed Income ETF (MKB)
Q: I'd like your assessment of MKB versus aggregate bond etfs like XBB, ZAG, and VAB. Has MKB performed better than the listed etfs? If it has performed better then is it because the etf has taken on additional risk to achieve the higher return? How might one incorporate MKB into the bond portion of their portfolio? Is it worth the higher fees?
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BMO Aggregate Bond Index ETF (ZAG)
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iShares Core Canadian Universe Bond Index ETF (XBB)
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Vanguard Canadian Aggregate Bond Index ETF (VAB)
Q: Please explain why the yields on these etfs differ so much
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Vanguard Canadian Aggregate Bond Index ETF (VAB)
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iShares Core U.S. Aggregate Bond ETF (AGG)
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Vanguard Balanced ETF Portfolio (VBAL)
Q: Hello 5i Team
Last year stocks and bonds both had a down year, I would like to add to a fixed income ETF that you think would have upside the next few years as interest rate starts to pause and decline in the future. I currently own a position in Vbal etf which has bonds component in it.
Thanks
Q: Hi 5i, I currently hold RCDB.TO in my margin account. My goal is twofold: 1) move it to my RRSP account 2) sell it and replace it with VAB.CA. Would I be best to sell RCDB.TO in my margin account first and then move the cash into my RRSP, or transfer it in kind to my RRSP and then sell it? And would I need to wait 30 days before I purchase VAB.CA? Please deduct as many points as needed. Thanks, and have a great weekend!
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