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Investment Q&A

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

Q: My broker has recommended to sell BHY.un The fund allows an Annual Redemption Privledge at Nav.once a year In May NAV was $ 7.67 It is currently trading at $ 7.33

He said it was also loosing dividend tax credit status next year and all payouts will be classed as income

I bought this fund at $ 8.83 Could you give me your opinion on whether it is better to sell this fund

Thanks for the great service
Paul
Read Answer Asked by Paul on June 29, 2016
Q: Hi, what do you think of this new fund, Caldwell US Dividend Advantage? It still very small. I am trying to diversify from Canadian only stocks, want a dividend and don't want ROC (which they state in their prospectus might happen). Thanks!
Read Answer Asked by TK on June 20, 2016
Q: A long time ago, long before 5i, I bought MMP.UN as a way of owning some gold exposure for insurance. I have held it far too long. Looking at it now, I see it has a high MER, mostly junior golds, and a bit of a dividend, much less than when I bought it. Would I be better off to have XGD for this portion of my portfolio? ZJG probably has all the same juniors as MMP.UN
Thanks. Until I joined 5i I never used to look at details like this
Read Answer Asked by John on June 12, 2016
Q: I am considering buying either mfr.un or hhl.un, mainly for their 8% dividend for a 1 year hold. Would either be affected by a nominal rate increase? Mfr.un could be more stable and might benefit from an interest rate hike,protecting capital whereas hhl.un might be affected byU.S. politics. Could you please give your assessment?
Read Answer Asked by Steve on June 09, 2016
Q: Hi Peter and team :
I would to add some physical gold exposure, as a form of insurance for future inflation, probably between 3 to 4 % of portfolio.
Is CEF.A a good one ?, are there other out there that are similar (BMG Funds)?? I have read that some of these funds hold "paper gold" and in case of a sharp increase in gold price they would not be able to deliver physical gold.
Is it reasonable in your view to hold 5% of physical gold as insurance?
Read Answer Asked by Alejandro (Alex) on June 09, 2016
Q: Hello Team, I am looking at an Income Portfolio and thinking about adding either PIC.PR.A or PIC.A or both, but I am leaning on PIC.PR.A that distributes a 5.75% steady dividend distribution. I am looking at a 5% weighting. Can you provide your opinion on this fund which utilizes a covered call practice on mostly the financial bank sector?
Read Answer Asked by Ben on June 07, 2016
Q: Over the past 2 years I've invested 10% of my (registered) portfolio in JFS.UN. I saw it as an alternative/hedge style of investment. It seems to be just treading water over the past year. In your opinion:

-Should I consider reducing my position?

-Does it make sense to even have this in a registered fund?

-Is distribution only intended for non-registered funds?

-I contacted First Asset about the distribution and the advisor didn't really answer my questions.

Many thanks
Read Answer Asked by Michael on May 16, 2016
Q: I have held a small position in MNT since 2010. It was suppose to be a little diversification and hopefully protection if the market currencies took a bad dive.

It has not performed well with gold going up. Could you advise why it may be lagging? Is it currency cross winds? Something else?

Keep up the great unbiased work.
Read Answer Asked by Mike on April 12, 2016
Q: What is the current status of Central vs Sprott and is it safe to buy some CEF.A at this time or would Osisko be a better bet?
Read Answer Asked by Ed on April 11, 2016
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