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BMO Aggregate Bond Index ETF (ZAG)
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iShares Interest Rate Hedged High Yield Bond ETF (HYGH)
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iShares iBoxx USD Investment Grade Corporate Bond ETF (LQD)
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iShares 20+ Year Treasury Bond ETF (TLT)
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Q: This is the bond portion of my portfolio. Would you recommend adding or swapping ETFs to enhance diversification and allocate funds to markets with optimal returns?

Asked by Patrick on December 17, 2024

5i Research Answer:

We can't get personal, but the listed funds have a mix of rate-hedged bonds, corporate and government, Canadian and US. We would consider it a decent mix. We could suggest TLT for some US long bond exposure on the anticipation of lower interest rates over the next couple of years.

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