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5i Recent Questions
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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.41)
- $18.41 Cap: $727M
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iShares 1-5 Year Laddered Government Bond Index ETF (CLF $17.46)
- $17.46 Cap: $522M
- View CLF Profile
- View Questions on CLF
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Global X High Interest Savings ETF (CASH $50.04)
- $50.04 Cap: $4.72B
- View CASH Profile
- View Questions on CASH
Q: I hold positions in these two funds as part of the fixed income portion of my portfolio. Looking at their current yields (3.1% & 2.27%) I'm starting to wonder why I don't just put that money into CASH.TO, which is currently at 4.52%.
Am I missing something? Are there other, better funds I should be moving them to?
Am I missing something? Are there other, better funds I should be moving them to?
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Enbridge Inc. (ENB $60.97)
- $60.97 Fwd P/E: 22.48X Cap: $132.91B
- View ENB Profile
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- View Reports on ENB
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Fortis Inc. (FTS $64.61)
- $64.61 Fwd P/E: 19.47X Cap: $32.40B
- View FTS Profile
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iShares 1-5 Year Laddered Government Bond Index ETF (CLF $17.46)
- $17.46 Cap: $522M
- View CLF Profile
- View Questions on CLF
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iShares Core Canadian Universe Bond Index ETF (XBB $27.96)
- $27.96 Cap: $7.26B
- View XBB Profile
- View Questions on XBB
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PIMCO Monthly Income Fund (Canada) (PMIF $18.02)
- $18.02 Fwd P/E: 11.55X Cap: $2.34B
- View PMIF Profile
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Q: My question is what to do with my legacy fixed-income holdings.
I've been holding the above ETFs after being advised by 5i's portfolio analysis services to increase fixed-income holdings. Holdings are in registered accounts at a 25% weight combined.
They have all lost capital value over the past 5 years, however with distributions, they have returned approximately zero or flat over the last 5 years, I view this as a loss due to the inflation over this time.
What would 5i suggest I do with these fixed-income holdings moving forward? Should I hold for ballast or sell and move funds into dividend growers like Utilities or Pipelines eg. FTS, ALA, GEI, TRP, etc.)? The bond investments have put a drag on my investment returns.
Please advise your thoughts and wisdom, Thank you.
I've been holding the above ETFs after being advised by 5i's portfolio analysis services to increase fixed-income holdings. Holdings are in registered accounts at a 25% weight combined.
They have all lost capital value over the past 5 years, however with distributions, they have returned approximately zero or flat over the last 5 years, I view this as a loss due to the inflation over this time.
What would 5i suggest I do with these fixed-income holdings moving forward? Should I hold for ballast or sell and move funds into dividend growers like Utilities or Pipelines eg. FTS, ALA, GEI, TRP, etc.)? The bond investments have put a drag on my investment returns.
Please advise your thoughts and wisdom, Thank you.
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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.41)
- $18.41 Cap: $727M
- View CBO Profile
- View Questions on CBO
-
iShares 1-5 Year Laddered Government Bond Index ETF (CLF $17.46)
- $17.46 Cap: $522M
- View CLF Profile
- View Questions on CLF
-
iShares Core Canadian Universe Bond Index ETF (XBB $27.96)
- $27.96 Cap: $7.26B
- View XBB Profile
- View Questions on XBB
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iShares Core Canadian Long Term Bond Index ETF (XLB $18.49)
- $18.49 Cap: $1.21B
- View XLB Profile
- View Questions on XLB
Q: Dear 5i team.
As I read through the recent Q's on the merits of owning laddered bond funds vs long bond funds (CLF/CBO vs XBB/XLB) couple of f/ups for you. Assuming rates have peaked, and downward is the consensus:
1) What is the upside for CLF vs XLB for example. How much of a move in bond prices would you estimate for each 50 BP move? (can you do same exercise assuming rates move higher?)
2) Since you like both XBB/XLB for long bond exposure, can both be owned, or should one be sufficient?
Many thanks for your help to understand the risk/reward here.
As I read through the recent Q's on the merits of owning laddered bond funds vs long bond funds (CLF/CBO vs XBB/XLB) couple of f/ups for you. Assuming rates have peaked, and downward is the consensus:
1) What is the upside for CLF vs XLB for example. How much of a move in bond prices would you estimate for each 50 BP move? (can you do same exercise assuming rates move higher?)
2) Since you like both XBB/XLB for long bond exposure, can both be owned, or should one be sufficient?
Many thanks for your help to understand the risk/reward here.
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