skip to content
  1. Home
  2. >
  3. Questions
  4. >
  5. HBND: I purchased these 4-6 months ago thinking I should diversify away from stocks and equity based ETF's. [Hamilton U.S. Bond YIELD MAXIMIZER TM ETF]

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I purchased these 4-6 months ago thinking I should diversify away from stocks and equity based ETF's. All 3 of them are down (from 3.5% to 8%). While they all pay a healthy dividend (~8% to ~ 18%), I am wondering if I should continue to hold. Can you tell me what it will take to get them improving in value (identify for each). And the likelihood of an improvement in value in the next 6-12 months. As well, if you recommend selling and moving on, in what order would you sell?
Asked by Randy on February 18, 2025
5i Research Answer:
4 to 6 months is a fairly short holding period for any investment, so we would try not to read...
Sign up today for a free 14-day trial and continue your reading!

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; unbiased stocks research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!