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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 question is about how to manage the bond/ fixed income part of a portfolio. I have read that bonds etf are not as effective as stocks etf.
For a 5-10 year time frame, would you either invest in a mix of bond/pref etf (CBO/XBB/CPD) or in a actively managed fund (for example a pimco product) ? I was considering mixing the 3 etf + PIMF (a pimco etf). PIMF seems to expose the portfolio to products that are not available in the other ETF (like mortgage based security). Could you comment on a strategy?

I found bond investment way more complicated to understand than for stocks (yield curve, increasing interest rates, variety of products that are available). I'm also a member of your ETF newsletter. Any other comments or references you could suggest,
Read Answer Asked by Olivier on March 15, 2018
Q: Hi, could you offer any advice on CHIP program or reverse mortgage to release funds to seniors wishing not to downside, thanks.
Read Answer Asked by Peter on March 15, 2018
Q: Hi Peter an team, I've had these two darlings for a while, so of course I'm down. In a previous question when the price of oil was much lower you said they could rally if the price of oil would rise. How come there hasn't been a bit of a rally in these two. Thanks, Nick
Read Answer Asked by Nick on March 15, 2018
Q: I realize these are different companies and somewhat hard to compare. I am down 24% on UNS, and since I am looking for growth would you hold or switch to SJ? Is there anything else that you would recommend irrespective of risk/industry?
Read Answer Asked by JR on March 15, 2018
Q: Hi there,
I currently own both these companies however i am wondering if its work switching to Artis (AX.un) given the cheaper evaluation and its expansion outside of Alberta. Looks like the worst is behind it but just wondering if its worth the switch. Look for a bit of growth and yield.
Thanks
Read Answer Asked by kelly on March 15, 2018
Q: Hello 5i
I find myself gravitating(buying) more and more to US stocks in search of above average growth. I believe you have said non Cdn allocation is personal choice but I could fill my entire portfolio with US stocks. What do you see as the biggest negative to this?
Thanks
Dave
Read Answer Asked by Dave on March 15, 2018
Q: My portfolio has gotten very International over the past several years and I was wondering if you could give me a number of non resource names that you would consider Canadian core holdings - stocks that everyone should own. I already own BAM.a, NTR, AQN, ATD.b, TRP, SHOP, BIP.un, DOL and CNR. Thank you
Read Answer Asked by Martin on March 15, 2018
Q: Peter,
I have looked at the rate of dividend growth of many Canadian companies over the last 15-20 years. There have been many substantial increases. I fully realize that dividends are completely at the discretion of the board of directors and are really dependant on income. However from your time in the business have you seen periods of say 5-10 years where there was very stagnant dividend growth or alternatively has it been more of a consistent upward trajectory? I also am aware of this can vary very much from sector to sector, but am looking more at the type of stocks that would be categorized as dividend aristocrats.

Thank you

Paul
Read Answer Asked by paul on March 15, 2018
Q: Hello -

I'm interested in buying this ETF, but am unsure which account I should purchase it in. It appears to priced in CAD, so this would eliminate my U.S. accounts as options. The ETF pays a small dividend. Even though this dividend is paid in CAD I'm still assuming there is no preferential tax treatment since this a foreign ETF.

Is all this correct?
If so, would it make the most sense to make the investment in my (CAD) RRSP, or perhaps my (CAD) TFSA ?

Thanks.
Jim
Read Answer Asked by James on March 15, 2018
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