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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: Hi 5i Team,

In your recent article you highlighted that it would be a good time to start stepping into purchasing bonds. I am in my late-30’s so I have a longer term investment horizon and a medium to high risk tolerance. I have never purchased bonds in the past so what would be the best approach to purchasing bonds (ie. is it best to buy an ETF or individual bonds) to capitalize on the current depressed pricing?

Do you see this as being a long term trade or a purchase that should be exited when the conditions begin to reverse?

Thanks in advance,
Jon
Read Answer Asked by Jonathan on October 12, 2022
Q: In the present interest rate environment and going forward 6- 12 months, which ETF is preferable i.e. XHY, PFIA, MFT, ZHY, XSB,XBB OR PYF? Would you choose 1 or a combination?

Thanks for your service!
Read Answer Asked by Ozzie on October 12, 2022
Q: I'm down 33% on TXF in an unregistered account.

For tax loss harvesting would ZWT be considered an acceptable proxy for TXF by Revenue Canada? If they are too similar, what do you feel would be an acceptable proxy?

Alternatively, if there isn't an acceptable proxy would 5i suggest leaving the proceeds in "cash" on the basis that it is doubtful that TXF would increase enough in 30 days to offset the tax gain?

Thanks!
Read Answer Asked by Cory on October 12, 2022
Q: I know that this is an unfair question - sorry. I realize that ARKK and AMD are two different investments, but if 5i had a chunk of money to invest in one of these two, which would it be? On a similar note, is Intel a better investment than AMD?
Read Answer Asked by James on October 11, 2022
Q: I’d like to start a position in one or more income funds that offer a very high yield, but I’m not sure which ones to choose. As of Wednesday Oct 5th, these are the indicated yields I’ve found:

CLM 23.92%
PDBC 20.65%
SDIV 15.31%
QYLD 14.19%
RYLD 14.05%
XYLD 13.05%
BIGZ 11.01%
JEPI 10.94%
PDO 10.90%
PDI 10.79%
BXMT 10.38%
MPW 10.17%
STWD 9.84%
EIT.UN 9.42%
IDV 8.15%

Would you recommend any of these or do you have other suggestions? Are any of them too risky if the bear market deteriorates from here, or can they all be held long term? Are some of these yields too good to be true, like CLM and PDBC? Thanks for your thoughts.

Read Answer Asked by Brian on October 11, 2022
Q: Good morning, I have some USD in my tfsa and was wondering if you could suggest a few ETFs in the states where I won’t get charged a withholding tax. Can be growth or index oriented.
Thanks
Read Answer Asked by Seamus on October 07, 2022
Q: I have noticed that VEE outperforms ZEM both ytd and over 5 years. Do you anticipate that VEE will continue to outperform going forward? For a taxable account, which of these two ETFs do you recommend for a long term investment?

Thank you for all of your excellent advice.
Read Answer Asked by Dale on October 07, 2022
Q: Dear 5i
For an RRSP , TFSA and cash account which ETF would be your preference , ZSP or VFV ?
Also do you expect the recently announced OPEC cuts to have a long lasting affect on oil prices ?
I`m reading that the price per barrel could reach $105 again within a few months . That being said do you believe there is going to be another leg up in oil stocks ? Gas stocks ?
Thanks
Bill C
Read Answer Asked by Bill on October 06, 2022
Q: Hi, looking to invest long term in one etf for income first , growth second. Would it really matter which one I pick ? I’m thinking zcn for lower mer and higher dividend.
What etf do you like for retired investors (include any other you might consider) Thanks,
Read Answer Asked by Brad on October 06, 2022
Q: Hi, my RRSP and TFSA are maxed out with VOO and QQQ. I would like to build non-registered account with some dividend ETFs. What would you buy and what % would you apply to each ? Thank you.
Read Answer Asked by Yasushi on October 06, 2022
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