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  5. XHY: Looking to move some money into the bond section of my portfolio. [iShares U.S. High Yield Bond Index ETF (CAD-Hedged)]
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Q: Looking to move some money into the bond section of my portfolio. On the more risky side looking at XHY and USHY. How would you rate these for safety going forward on the the capital gain/loss side. Also I may sell some stocks like Magna that don't appear to be doing much.

I've been listening to Howard Marks and he thinks now is the time to be leaning towards bonds and Warren Buffet has been raising cash.
Asked by Mark on November 06, 2024
5i Research Answer:

The bond market has recently been moving in the opposite direction that most investors anticipated - rate cuts should in theory drive yields lower over a medium-term timeframe, but we are seeing yields be resilient as strong US economic data is coming out. 

Although, over the next year or two we believe that yields will fall as rate cuts continue. Both USHY and XHY are high yield bond ETFs, and so their risk profiles will be higher than investment grade or government bonds. In general, the spread between high yield corporate bonds and government bonds is narrowing, which means there is less perceived risk for corporate bond issuers. We view this as a positive for high yield bond holders. We would be fine with XHY and USHY as part of a high yield, and slightly higher risk bond strategy. 

We would be comfortable selling MG in this market. 

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in XHY.