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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'd like to assess the following group of ETF's I am considering purchasing from a conservative and safety point of view ...... HYPT has been used as the fixed income part of the portfolio . Please advise if this is appropriate and if not a suitable replacement ? The 5i income portfolio has Canadian preferred, convertible bond, and high yield US bonds for around a 15% weighting as the fixed income section ...... Please give a rating of between one and ten with one being the most " conservative and safe " for the following group of ETF's . I will assign the 5i income portfolio a four just so I can see how my choices rank against it using the criteria I suggested ...... Also everything I have chosen is a Hamilton product. Does 5i consider that problematic ? Thanks for your terrific service .....

FMAX 10%
HMAX 10%
QMAX 20%
HYPT 15%
SMAX 20%
LMAX 10%
HYLD 10%
HDIV 5%
Read Answer Asked by Garth on June 26, 2024
Q: Dear 5i team.

I know these Qs are all asking for opinions, so appreicate your input on the following:

At what price does SPB look attractive for income and limited capital risk?

What % does Brookfield own of SPB and at what point do you think this gets cheap enough for them to take private?

What seems to be the problem with mgmt getting this business to achieve profitable growth, and create shareholder value?

Seems to me propane distribution and use business has many years of runway left in our lifetimes.

Appreciate your insights.
Read Answer Asked by Arthur on June 26, 2024
Q: This and another preferred are going to be redeemed by CIBC. While I lose a nice dividend (and it was about to reset at a higher rate), I profited from the redemption. My holdings are about half they once were due to redemptions. So I am wondering if I should return to the preferred market (which has been nothing but erratic), or reinvest the funds back into Bonds and Stocks.
Read Answer Asked by Greg on June 26, 2024
Q: Two questions, deduct accordingly. What is the consensus for MU and regarding VLE, with the stock dropping regularly these days, why wouldn't they do a stock buy back at these prices with the cash at hand. Please give your opinion on VLE. Thanks
Read Answer Asked by Bruce on June 26, 2024
Q: Hi Folks,
I trimmed some of my NVDA and now
looking to add to CSU, MSFT, AAPL or GOOGL. May I have your opinion as to which two you would recommend I add to today.
Thanks
Read Answer Asked by JOHN on June 26, 2024
Q: Hi,
Brian asked about private equity on June 25. In your response you mention that private equity is not correlated to other assets. I am looking at the 10 year performance of PSP vs. SPY and their charts move up and down in almost perfect parallel (pre-COVID run ups, COVID crashes, post-COVID run ups, etc.), with PSP returning 93% and SPY 234%. On a 4-5 year time scale, PSP/SPY/NGPE move up and down in parallel as well. I am struggling to find a reason to invest in a private equity ETF based on this. Is it because an ETF, regardless of what it is investing in, is in fact correlated since it is traded like any other equity?
Thank you for all the great information your provide, Michael
Read Answer Asked by Michael on June 26, 2024
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