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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: Good afternoon team
I’m looking to add to the income side of my portfolio and already hold 10-15% of ZPR and CPD.
I’d like to add another 5% to the income side of my portfolio so which one or two options do you advise?
I’m looking for more income with little or no growth as my equity weighting is fairly high in dividend paying stocks as well as growth stocks already?
Thnx in advance!
Read Answer Asked by David on January 18, 2018
Q: I am looking to move some cash after a year end portfolio clean up. I am considering 25% in each of VSC and VSB, 25% in PMIF, 25% in XHY. Would you recommend different ETFs and/or % allocations?

Thanks for you dedication
Merry Christmas to all.
Read Answer Asked by Warren on December 20, 2017
Q: I’m assuming that the holdings of PMIF are identical to PMO005, which are 48% securitized; 38% government; 22% corporate; 13% other.

Question 1: what is meant by ‘securitized’? Is that a good thing in a bond fund?

I’ve spent a day researching C$ bond ETFs and the more I research, the more confused I become.

Question 2: Is PMIF about as good as any other bond ETF out there?
I’m not too concerned about fees or yield, as what I’m looking for is low volatility, preservation of capital, with a reasonable total return.

Thanks.
Read Answer Asked by Irwin on November 08, 2017
Q: Regarding Maurice's question about the estimated income for PMIF, as 5i has noted elsewhere it is an etf that duplicates the Pimco mutual fund PMO005. While the indicated yield is small, the average annual return of the latter is 6.62% after one year, 5.19% after three years, 6.42% after five years, and 10.95% since inception. These numbers far exceed the benchmark. Since the etf has less expenses, wouldn't the etf exceed the returns of the mutual fund? Thank you.
Read Answer Asked by Jerry on November 01, 2017
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