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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: Schedule K1 Tax Form. I was looking at general commodity type funds and see that DBC and PDBC seem somewhat similar if looking at their commodity portfolios. Both deal with 14 traded commodities. Was using ETF.com as the information source.

DBC seems to have more trading volume and also a higher mgmt expense (0.87%).
PDBC has mgmt expense of 0.62% and assets under mgmt seem to be approx 6Bil. vs 2.53Bil with DBC

One difference noticed is that the structure of PDBC doesn't result in the creation of a Schedule K1 Tax Form while DBC does.

Please explain to me like I'm a 12 year old and that I have a "BIG RED L" on my ETF/ETN trading knowledge and trades vehicle.... what significance is the K1 thing and what sort of pitfalls do I need to be aware of if trades are being done in non-registered accounts? Does the K1 have the potential to add complexity and hassle at tax time?

Thanks for all that you folks at 5i are doing. Much appreciated.

Read Answer Asked by Richard on January 17, 2023

Q: SDIV has gone through some type of split in the last couple of days, as well as lowering its dividend to .08.
No dividend at all was paid into my LIF account.
PDBC seems to be under the radar as far as the dividend payment is concerned. I cannot locate the amount.
Kindly advise what is going on with these and please offer your position on them.
Thank you!

Read Answer Asked by Catherine on December 23, 2022

Q: Peter and Co.,
Would you please provide the 3 or 4 names of North American producers/explorers of Lithium, Cobalt, Carbon and Helium that I could consider as potential purchases.
Thanks for the excellent service.
Ed

Read Answer Asked by Ed on November 16, 2022

Q: Id like to start a position in one or more income funds that offer a very high yield, but Im not sure which ones to choose. As of Wednesday Oct 5th, these are the indicated yields Ive found:

CLM 23.92%
PDBC 20.65%
SDIV 15.31%
QYLD 14.19%
RYLD 14.05%
XYLD 13.05%
BIGZ 11.01%
JEPI 10.94%
PDO 10.90%
PDI 10.79%
BXMT 10.38%
MPW 10.17%
STWD 9.84%
EIT.UN 9.42%
IDV 8.15%

Would you recommend any of these or do you have other suggestions? Are any of them too risky if the bear market deteriorates from here, or can they all be held long term? Are some of these yields too good to be true, like CLM and PDBC? Thanks for your thoughts.

Read Answer Asked by Brian on October 11, 2022

Q: With new electric vehicles coming I would be interested in looking at good investments which will be required for these vehicles. Would a mining stock be best, What stock would you recommend for Lithium, nickel, cobalt, manganese, and graphite? I am open to other suggestions for a good investment for our new electric vehicles going forward.

Thank you. Donna

Read Answer Asked by Donna on August 15, 2022

Q: Is PDBC a good hedge against inflation and would you recommend it ? What is the dividend with PCBC ? The information on my TD acct. and your website are very different. Are there eff's that provide the same commodity exposure that pay monthly or quarterly dividends that you would endorse. Thanks for your help.

Read Answer Asked by Ian on July 25, 2022

Q: The global commodity strategy team at BofA Securities has identified 27 raw materials they group under the acronym MIFT metals important for future technology that are vital for the rise of renewable power, and should see significant price increases as demand climbs. My question is; could you provide guidance on an ETF that one might consider as a means to invest broadly in these raw materials? Thank you in advance for your consideration.

Read Answer Asked by Ronnie on February 04, 2022