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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: CSU and BEP.UN are graded A and are your only A grade companies in Canada. What might be an A grade company from the U.S. if you were to grade?

Thx
Read Answer Asked by blake on July 12, 2022
Q: I'm thinking of switching out of some or all of the above securities to better balance my portfolio. Do you see the potential for a significant bounce on any as negative sentiment or other conditions improve?

Thanks.
Read Answer Asked by Alan on July 12, 2022
Q: Hi, Current Energy Sector weight in 5i Portfolios is as follows:

Balanced : 10.10 % ( SU,ENB)
Income : 7.00 % ( ENB)
Growth : 3.00 % ( KEL,TVE)

Your general recommendation is 7-10% weighting in the Energy Sector, based on individual investor profile/risk/objectives. Could you help understand following:

1. Should we include ENB, as a part of Energy Sector exposure in our personal portfolio like 5i does. Or, ENB should only be considered as Energy Sector exposure for individuals with low/moderate risk tolerance and objectives, suitable for Balanced or Income Portfolio allocation - Not for individuals with Growth as primary Objective.

2. Your general recommended allocation to Energy sector is 7-10%. Do you see current valuations in Energy sector, specially after a recent 15-20% pullback, attractive to increase the weight in Balanced and Growth Portfolio ( specially Growth portfolio - from current 3% ). Any reason Growth portfolio has a low allocation?

In your recent responses, you have made a strong case that the sector still has legs and investors should continue to have a reasonable exposure to the sector. Your recommendation is also well supported by Demand/supply factors, Ukraine and China situation etc. We currently have a 9% weight through CNQ,SU and TOU and an additional 6% through ENB. Just reviewed all 5i portfolios and trying to assess, if there is a need to reduce some positions. Our main objective is income but we are also comfortable to participate, if Sector shows promise of Growth ( of course, with attached risk ). Thanks
Read Answer Asked by rajeev on July 12, 2022
Q: Hello:

Wondering if TXF is beaten down enough to provide a good entry point. Is there a better ETF for similar exposure in CAD?

What are 5i's thoughts on HHL for weathering the next year or two with possible recession and general market uncertainties? I expect healthcare may see less volatility but would like your perspective, please.

Thank you for your great service!

Read Answer Asked by Marilou on July 12, 2022
Q: hi folks:

can you provide an update/outlook on these 4 pot stocks?

thanks

the pot industry has been decimated, likely due to massive over capacity

soooooooooo, can you provide a quick review of these 4 as the ones i think are the potential eventual survivors?

and, should you feel strongly about any others pls note (or, no thanks anytime anywhere!!)

thanks in advance for your ongoing advice and insights
Read Answer Asked by Robert on July 12, 2022
Q: I currently hold investments in Fidelity Balanced Income Private Pool and Franklin Quotential Diversified Income. I will be transferring the funds from these mutual funds to ETFs with lower management fees. Please provide a list of 5 suitable ETFs and rank them from 1 to 5. Thank you.
Read Answer Asked by Don on July 11, 2022
Q: 5-I,

What is your opinion on ETF that are not cap weighted? I am looking for one that covers the S & P but may have reduced volatility if for example the FANG stocks were not such large component? Are there any other ones that would cover outside North America as well?

As a side comment I hope the membership really appreciates how valuable it is to have a service such as 5-I in times like these. The answers are thorough , very specific and absent of spin, from a highly educated and experienced source.

Paul
Read Answer Asked by paul on July 11, 2022
Q: With global recession concerns and uncertainty of energy supply to certain European countries, especially Germany, would you sell holdings in HEDJ (hedged to USD) and EWG (unhedged) ? Or would you hide under the bed and ride out the storms? These (along with Japan and Korea) were added in recent years to add diversification ). Under current conditions the proceeds could be deployed in the US markets where selling seems at least a tad overdone. The latter would dilute diversity in portfolio. What would you do? Take advantage of current US markets or leave investments spread out in the dismal markets in Germany and other regions.

Please do include your BRUTALLY frank opinion on the assumptions I have made (implicit in the question). Your frank opinion please (*BE* rude... please)
Read Answer Asked by Adam on July 11, 2022
Q: With the increase of rates, five years are becoming more interesting. I'm thinking of creating a ladder of bonds to hold to maturity, but when I look at my broker I have difficulty in discerning the type of bond it is as described in the title of the bond. Do you know of an website that describes what these codes mean? For example what does the bond TRP TR HYB C-2027 4.65%18MAY77 mean? Specifically TR and HYB? Where do you find such bond codes?
Read Answer Asked by Steven on July 11, 2022
Q: Hi 5i,
Do you know where one might find several years worth of MFRP's for Canadian listed ETF's? I can find last years and current year but no others.
I am interested in seeing how the sector allocations have changed over the last 5 years for VDY.TO and XEI.TO ETF's. Hope you can help.
Read Answer Asked by Ian on July 11, 2022
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