Q: I have an existing bond allocation in ZAG in registered accounts. However, in order to maintain an appropriate asset allocation I need to start holding fixed income in a corporate cash account. Do you have any concerns using HBB for this purpose (e.g. size, liquidity, etc)?
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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.
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Global X Canadian Select Universe Bond Index Corporate Class ETF (HBB $50.31)
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Global X US 7-10 Year Treasury Bond Index Corporate Class ETF (HTB $60.45)
Q: Could you tell me why HBB & HTB are trading close to their 52 week highs, whereas similar eft's are closer to their 52 week lows?
Thanks for your service
Thanks for your service
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Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR $10.12)
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Global X Canadian Select Universe Bond Index Corporate Class ETF (HBB $50.31)
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Global X US 7-10 Year Treasury Bond Index Corporate Class ETF (HTB $60.45)
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Purpose Premium Yield Fund (PYF $16.57)
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Mackenzie Floating Rate Income ETF (MFT $15.67)
Q: I am setting up a fixed income portfolio for 5 -10 years with little need for income. HISA @ 15%, HTB @ 5%, HBB @ 5%, PYF @ 5%, HFR @ 20%, MFT @ 50%. I would increase the Horizon's ETF percentages, but liquidity is low. Would you please comment on this set up. Thanks for your service.
Q: Hello 5i ! great work, nice upgrade to the web site ..
Do you know if ETF with "Total Return swap" like HBB are still "legit" for Revenue Canada ?
Do you know if ETF with "Total Return swap" like HBB are still "legit" for Revenue Canada ?
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BMO Discount Bond Index ETF (ZDB $15.20)
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Global X Canadian Select Universe Bond Index Corporate Class ETF (HBB $50.31)
Q: What would your choice be between HBB and ZDB as a core bond holding in a non registered account? What are the differences in the risk profiles?
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Global X Canadian Select Universe Bond Index Corporate Class ETF (HBB $50.31)
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Global X S&P 500 Index Corporate Class ETF (HXS $97.77)
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Global X S&P/TSX 60 Index Corporate Class ETF (HXT $84.26)
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Global X US 7-10 Year Treasury Bond Index Corporate Class ETF (HTB $60.45)
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Mawer Balanced Fund Series A (MAW104 $38.58)
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Global X Europe 50 Index Corporate Class ETF (HXX $68.94)
Q: I have a sizeable position in the Mawer balanced fund in my non-registered account from the sale of house a couple years ago. I have treated this as a standalone portfolio so that should I decide to use the funds for a large purchase such as another house, I do not need to make a larger number of trades to rebalance my main portfolio.
As I do not anticipate using the funds for a number of years, I have been considering replacing MAW104 with Horizon's swap based ETFs to defer any taxable income and create a balanced portfolio from the 5 funds. My thought is that over a number of years the tax savings and reduced MER may outweigh the potential returns of the actively managed fund.
My main reservations in proceeding are the liquidity of these ETFs through an economic downturn or major market sell off, and with the solid long term returns of the MAW104 fund, is there really much upside in making the switch?
Appreciate your thoughts.
As I do not anticipate using the funds for a number of years, I have been considering replacing MAW104 with Horizon's swap based ETFs to defer any taxable income and create a balanced portfolio from the 5 funds. My thought is that over a number of years the tax savings and reduced MER may outweigh the potential returns of the actively managed fund.
My main reservations in proceeding are the liquidity of these ETFs through an economic downturn or major market sell off, and with the solid long term returns of the MAW104 fund, is there really much upside in making the switch?
Appreciate your thoughts.
Q: What are your thoughts on holding HBB as a bond holding in a margin account when the income is not currently required?
Q: Is HBB worth keeping in a rising rate environment? Since Trump took office the price has been on a slow steady decline.
Thanks!
Thanks!
Q: Total return index ETF; is it good ?
Q: i appreciated you opinion about tax advantage having this stock(pro and CON)
Q: Your opinion for this stock is appreciated.Thanks.Ebrahim
Q: Can you recommend this ETF as a fixed income equivalent, with better tax efficiency ?