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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: Peter et al I am looking at QYLD for enhanced yield in the US and came across EOS. Without regard to the fees attached what is your opinion on these two generally. Secondly which would you buy for income if you had to buy one from a capital preservation perspective. Thanks so much for your insights as always. Ken
Read Answer Asked by Ken on October 30, 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: Hello,
Just wondering why CPD Preferred ETF has been going down in October. I would assume the unit price would be going up in a rising rate environment. In fact the opposite is happening. I know its based on credit quality of the companies but there is a lot of high credit worthy companies in this ETF.

Thanks
Read Answer Asked by Mike on October 29, 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: If you needed to use your cash (i.e. $100K) in 3 years (October 2021), ignoring any other investments held in TFSA and RRSP, where would you invest this money that is currently held in a taxable account? The obvious answer would seem to be GICs, but would MFT or anything else fit the bill in trying to maximize return? Thanks.
Read Answer Asked by John 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
Q: Hi, could you please recommend:
A global dividend equity ETF
A global high dividend equity ETF
A US dividend ETF
A US high dividend equity ETF
In all cases traded on the TSX, also hedged to $CDN is preferred.
Deduct as many credits as required.
Thanks.
Read Answer Asked by Gary on October 24, 2018
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