Q: Happy 2025 and thank you for your excellent ideas. I keep some holdings from 5i Income portfolio in RIF. Is this portfolio also suitable for non-registered account and why?
5i Research Answer:
The models aren't really designed for any specific account. With more of an income focus in the income model, more of the names likely fit into a tax deferred/free account best but we would not see an issue with many/most of the names being in a taxable/non-reg account.