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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 note you last comment on ZRR (BMO Real Return Bond Index ETF) was in 2022. I note it has declined from the $19 range about a year ago down to $14 currently. What are your thoughts on it today as a place to invest for dividend income (RBC shows a dividend of 6.83%). I am interested in it for income as I am retired. How safe is the dividend and what will cause the price to appreciate again?
Read Answer Asked by Randy on August 14, 2023
Q: Hello,

I'm hoping you might be able to steer me towards several suitable, longer term, investments.

If you were assembling a portfolio of equity investments today, from which you REQUIRED an overall average yield of at least 4%, with a further need for that yield to either keep pace with or to outpace the rate of inflation in coming years; which 5 Canadian and which 5 USA equities would you select to include within your portfolio?

1) Independent of any consideration of a desire for diversity of sector?

2) If diversity were to be considered to be of importance?

Please deduct as many question credits as you feel may be appropriate.

Thank you!
Read Answer Asked by Richard on August 14, 2023
Q: For a retirement objective + dividend investing, could you rank these sectors for more safety and stability in periods of economic uncertainities or slowdown : financial services,energy,healthcare,technology,utilities,communication services,consumer cyclical,consumer defensive,industrial,real estate.I guess that some sectors are more esssential than others ?
Read Answer Asked by Jean-Yves on August 14, 2023
Q: I am attempting to increase the bond exposure in my portfolio. Would you consider XHY as a good option or a combination of other bond ETF's, if so what others would you recommend?
Thanks
Kim
Read Answer Asked by kim on August 14, 2023
Q: I am looking to balance my portfolio by sector and global geography by recommended asset mix based for my circumstances. Can I scan all 5i reports and answered questions by sector? Is the best method to see geographic allocation for a given selection of stocks within a sector to create a portfolio (of only the selected stocks in a sector) and then run 'Portfolio Tracking and Analytics'? Thank you.
Read Answer Asked by Glenn on August 14, 2023
Q: Hi Team,
Which of these names do you see doing best from current levels 5 yrs from now? Sq, LMN, WELL, or SHOP. I am currently holding a few shares of sq and am considering selling out for a 18% loss and putting the funds to one of the other names mentioned. Whats your thoughts ? Or should I just continue to wait for a recovery in Sq? Or if you have any other “must buy” names today that are better than all the ones mentioned I would like to hear those ideas too. The holding is inside a tfsa. Thanks for your advice !

Shane
Read Answer Asked by Shane on August 14, 2023
Q: If you didn't have any shares in these companies wouldn't this be a good time to buy and slowly add over the next couple years. My thinking is CTS just has to go back to three dollars and your up 20%. They are buying back shares, dividend, huge ebitda etc. Board makes a few tweeks and sentiment and direction changes. I understand if you have a position to hold. Do you generally agree with the above.
Read Answer Asked by Steve on August 14, 2023
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