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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: I am trying to clean up my portfolio a bit by reducing the number of holdings. For the fixed income portion I have 5 different bond funds (CBO, XBB, XHY, CVD, HYGH). Is there enough overlap with either of these that I should consolidate any, or would you suggest any different ETFs to simplify the fixed income portion of my portfolio?
Read Answer Asked by Steven on November 01, 2018
Q: Hi 5i team,

I am 65 and want to invest my TFSA money into 3 equity ETFs, one for US, one for Int’l and one for emerging markets. I am prudent investor that prefer companies with some growth but decent valuation, strong balance sheets and stable business. Nothing too aggressive. Could you please suggest ETFs for TFSA that suit my needs and are traded in C$ and hedged? Thanks.
Read Answer Asked by Willie on October 31, 2018
Q: With the tide running out and lowering almost all "boats", the yields on the examples listed above are becoming compelling for a retired, income oriented investor.

Part of the thought process here is that inflation at least at this point appears to be muted. The yields on the above range from 4.2% to 6.8%. I see these as income producers with a good risk return profile given the size of the share price drops.

1. Do you agree with my reasoning?
2. Would these types of ETF's make sense?

Thanks for your help here.
Read Answer Asked by Donald on October 30, 2018
Q: I am looking for the proper vehicle for the bond portion of my portfolio.
Would like to have 3% yield in short term ETF. Does rising rates mean existing bonds in an ETF will decline(and hence a lower ETF price)?
Can you suggest any appropriate bond ETF’s?
Derek
Read Answer Asked by Derek on October 29, 2018
Q: What would be solid and safe ETF`s for fixed income? Looking at 5-10 years timeframe.
Thanks
Kevin
Read Answer Asked by Kevin on October 26, 2018
Q: I hold both TOU and VET in a taxable account. I would like to sell both to harvest the tax loss and rebuy after 30 days. I would prefer to keep the investment in the sector until repurchase. Can you suggest an appropriate alternative holding.
Thank you
Read Answer Asked by Les on October 25, 2018
Q: I have 25 holdings in my RRIF, all Canadian Equities. I want to diversify. I am considering XAW, VXC, XFH, VSP, ZEA and ZEM. Of these which 2 or 3 would be my best choices?
Also would consider a couple of Bond funds.
Read Answer Asked by John on October 25, 2018
Q: Would you please recommend:
A couple of well diversified Canadian equity dividend ETF’s
A couple of well diversified Canadian equity High dividend ETF’s.
Thanks.
Read Answer Asked by Gary on October 25, 2018
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