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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: My portfolio analytics says I'm low on consumer staples.

I'm considering the above companies but also wondering if the ETFs listed might be the better way to go.

Please comment and rate these companies and ETFs.

Thanks as always for your insight.
Read Answer Asked by Kevin on May 16, 2023
Q: Hello 5i team,
I currently hold BNS in my TFSA for income. I wanted to add more given the recent downgrade of some CAN banks. Is the downgrade given as a result of US banking turmoil and recession anticipation (South American exposure in BNS's case)?

How stable is the dividend very long term? Do you think there will be an increase in the coming quarter/annual results? I have asked this before but would like to know what the pulse is for it's payout.

Thank you,
Andrew
Read Answer Asked by Andrew on May 16, 2023
Q: Hi Peter, Ryan, and Team,

Realizing that HEB is a new fund, but given its low MER (0.19%) and its equal weighting strategy for the big six Canadian banks, I am considering buying some for our non-registered portfolio. 5i's Portfolio Analytics indicates that our Financial Services sector needs to be raised. In this sector, we already have some TD, NA, and GSY in our RRIFs.

In a recent G&M article, David Berman wrote about this ETF and other new ones. He was pleased, as we all must be, that ETF fees are dropping.

Would you buy some HEB at this time?

Thanks as always for your valued perspective.

Read Answer Asked by Jerry on May 16, 2023