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5i Recent Questions
Q: Any insight on the sudden pullback today on PDI?
Thank you,
Thank you,
- Annaly Capital Management Inc. (NLY)
- PIMCO Dynamic Income Fund (PDI)
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- Hamilton Enhanced U.S. Covered Call ETF (HYLD)
- Hamilton Technology YIELD MAXIMIZER TM ETF (QMAX)
Q: I recently upgraded my subscription and received the Canadian Money Saver magazine subscription, which I'm really enjoying. In the most recent issue there is a page of top US dividends within a certain criteria. I was surprised at the number of funds paying 10% plus divs. I realize that this isn't always a safe investment, but in light of rates falling, I wonder if you have a few suggestions for high dividend paying etf's (US and or Cdn) or REITs that would have capital preservation (generally maintain share price, or increase) as the rates come down, but realize income through the div.
Q: This question is more about Portfolio Analytics.
Portfolio Analytics indicated I was slightly higher in energy than I should be. In reviewing the energy holdings, I was surprised that Nextracker Inc was considered as an Energy holding not a Tech.
Although my trading platform says it is a Tech stock, I suppose a case may be made for it being an Energy stock. I was hoping to understand your rational for it.
I have considered PDI as part of my Fixed Income portfolio. Is this wrong?
Portfolio Analytics indicated I was slightly higher in energy than I should be. In reviewing the energy holdings, I was surprised that Nextracker Inc was considered as an Energy holding not a Tech.
Although my trading platform says it is a Tech stock, I suppose a case may be made for it being an Energy stock. I was hoping to understand your rational for it.
I have considered PDI as part of my Fixed Income portfolio. Is this wrong?
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