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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 have about 10% of my portfolio in these bond ETFs XBB 2%, CLF 4%, XSB 2%, XSH 1%, PMIF 1%. They have shown a negative performance recently with CLF down 7%. The coupon reduces the losses. Will increased interest rates improve their performance? An alternative is to reduce my exposure and buy something like BCE with a low beta and a better yield (5% +). I am 79 years old and have pension income. My portfolio is conservative holding a large proportion in banks, telecoms and utilities. I am looking for stocks, ETFs with a low beta and good yield..
Read Answer Asked by Donald on January 03, 2022
Q: FRDM This ETF is interesting in that its emerging market country selection is derived from qualitative metrics based on economic and personal freedoms. In the most recent annual report there is no exposure to certain large emerging markets countries that would score poorly on those metrics. Are you able to provide your opinion on this ETF based on investment merits? Thank you and happy holidays!
Read Answer Asked by Barbara on January 03, 2022
Q: I want to initiate positions in my unregistered investment account, but if I buy all 8 above stocks, each position would be extremely small. (But that is still an option.) Considering thoughts on inflation and interest rates, could you put these in order of priority for purchase now. These positions would primarily be for safety, with a bit of income, which is non-essential, and some growth, which is also not essential. Just looking for your confidence level of these as companies for the longish term.
Read Answer Asked by Gordon on January 03, 2022
Q: Hi, currently holding these Cad ETFs in RSP. What would be the best equivalent ETF's to buy in the US if I were to convert my holdings to USD and buy the US ETF. Looking for equivalent exposure with lower MER, better tax efficiency, etc... I've included some of my choices, would these be the best ones to switch to? Other ETFs are welcome if I haven't listed them below. Thanks and Happy holidays, looking forward to a great 2022!

VGG to VIG
XEF to either VXUS/VEA/IEFA
VEE to VWO
ZUH to either XHC/VHT/XLV
VUN/VUS TO VOO
Read Answer Asked by Keith on January 03, 2022
Q: Thoughts on the above stocks, buy, sell or hold?
Read Answer Asked by Colin I on January 03, 2022
Q: Hi 5i team,

I have a 2% position in ATZ and 1.5% in BYD. Both did well, but I'm thinking of more concentrated names in my portfolio. Considering that they are both in the same sector, would it be a good move to have all allocation in ATZ?

Happy holidays!

Matt
Read Answer Asked by Matt on January 03, 2022
Q: Hi Peter and team, The entire renewable sector was down substantially in 2021. What is your current view of the sector? In this sector, you seem to favor BEP.un. Interest rate is expected to rise. What is your view on the stock against such an economic backdrop? Is this a good entry point? Appreciate your insight!
Read Answer Asked by Ching on January 03, 2022
Q: Good morning. I have had RBF7280 for decades. It yields 3.43% and has an MER of 1.43. Would it be comparable to XHY which has a higher yield and a lower MER? Is there another alternative that you can suggest?
I don't trade or worry very much since I started with 5i a few years ago. Thank. John
Read Answer Asked by John on January 03, 2022
Q: Re your answer to the "Top 10 challenge" of December 24--I can't find GST. Any chance you meant GSY?
Read Answer Asked by Rick on January 01, 2022
Q: dont really get why tax loss sellers wait until last day to sell acuity.
assuming analyst is right and it is too cheap too ignore along with 5i, by the time the sellers can buy it back 30 days later the january bounce will be long over, does not make sense.
can you comment
Read Answer Asked by david on December 29, 2021
Q: in the USA, what is the final day for tax loss selling to claim on 2021 tax return. Is it trade date or settlement date. In other words, can one sell on DEC 31 and have it apply to 2021 tax return. Thanks
Read Answer Asked by george on December 28, 2021
Q: I own shares in these 3 pipelines but have no exposure to green energy I am seeking modest capital gains coupled with a yield of 3 percent plus. would it make sense to sell one of the pipes and reinvest the proceeds into BEPC? thanks Richard.
Read Answer Asked by richard on December 25, 2021
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