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  5. H: In a portfolio where capital preservation and income are the goals there are 13 equities including 2 banks and one insurer. [Hydro One Limited]

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Q: In a portfolio where capital preservation and income are the goals there are 13 equities including 2 banks and one insurer. H is in a small loss position; it currently has yield of around 2.84%. POW has a yield around 5.2%. What would your thought be about switching from H to POW? Many thanks for your excellent service.
Asked by Leonard on January 27, 2025
5i Research Answer:
A utility 'should' be much more conservative than a financial company. Ideally, we would make...
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