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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 notice that STIP and TIP have each stopped paying their previously excellent dividends. The prospect of their payouts returning, their low volatility and their low correlation with the remainder of my portfolio keep them somewhat attractive. However, can you recommend preferred stock or bond etfs (preferably with available option series) that can provide low volatility, low equity correlation and some yield?
Read Answer Asked by David on November 10, 2022
Q: Dear 5i
From what i`ve read over the years , it is my understanding that for every 1% increase or decrease in interest rates there is a corresponding 10% increase or decrease in bond prices . Is this generally accurate ?
If so would it be advisable , once it is believed that interest rates have peaked , to purchase a bond ETF ( with longer term holdings ) ? If so what would be your bond ETF of choice ? That being said if interest rates have indeed peaked it would also be favourable for stocks as well . As such i suppose the best scenario is the add to both with new money . Do you agree ?
Thanks as usual ,
Bill C
Read Answer Asked by Bill on November 09, 2022
Q: HI 5I,

I have been reading, listening to my financial advisor and seeing some answers on your question blog that there may be an opportunity with bonds. I like ETF's the last while, so can you give me your advice on some ETF's that incorporate a high level of bonds that may see some upside if bonds were to have some capital appreciation. Thank-you
Read Answer Asked by Jason on October 25, 2022
Q: what is your thinking about bonds right now.Can you explain how they work with their yields and resets.Are you recommending any bonds or bond funds right now?
Which ones if so.Do you think that the bonds have sold off too much right now?
Read Answer Asked by Josh on October 19, 2022
Q: Hi 5i Team,

In your recent article you highlighted that it would be a good time to start stepping into purchasing bonds. I am in my late-30’s so I have a longer term investment horizon and a medium to high risk tolerance. I have never purchased bonds in the past so what would be the best approach to purchasing bonds (ie. is it best to buy an ETF or individual bonds) to capitalize on the current depressed pricing?

Do you see this as being a long term trade or a purchase that should be exited when the conditions begin to reverse?

Thanks in advance,
Jon
Read Answer Asked by Jonathan on October 12, 2022
Q: Hi Peter,

Thanks for your insights at the MoneyShow last week. You mentioned Long Term Bonds as a viable investment option in the current market environment. Can you explain the rational? Also provide some recommendations for ETS (CAD currency preferred) or specific bond and or bond fund.

Thanks for your continued guidance during this bear market opportunity,
Angelo
Read Answer Asked by Angelo on September 23, 2022
Q: Hello 5i
Recently you replied to a question regarding covered calls. You said you like high volatility companies for this strategy. In other places you said that you do not tend to write calls on core holdings. Just wondering what stocks you currently prefer for this strategy, that are not, or maybe, your core holdings
thanks
Read Answer Asked by joseph on August 23, 2022
Q: Hi 5i, What is your current read on the attractiveness of investing in TLT? I assume it would be best to hold in a registered account but you could please confirm. If acquiring just one bond fund today, would this be your preferred choice, and/or is there a comparable CDN bond fund worth considering? Thanks.
Read Answer Asked by Martha on July 18, 2022
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