Q: I have a question regarding CEFL.US, which is a 2X leveraged fund of funds product created by UBS. If I buy this in a taxable account, is it your belief that a 35% foreign withholding tax would have to be paid? I think that withholding tax would have to be paid on it's cousin BDCL.US because it has MLPs as its consituents, but I'm not sure about the former. I know you guys aren't accountants but I thought maybe you would know. thx
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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: What is your opinion of the high dividend ETFs SDIV and DIV available in the U.S.I am considering one of these funds for my RRSP but am somewhat suspicious of the high dividend rate offered.
Are they too good to be true and should I perhaps look elsewhere.Thanks, Joe
Are they too good to be true and should I perhaps look elsewhere.Thanks, Joe
Q: Given the present market environment do you view preferred shares as a safe place to invest new money seeking a modest return...if so, could you make a few recommendations...Bonds seem doomed with the threat of rising interest rates and common shares too susceptible to a correction? Thanks.
Q: Looking for comment regarding following RESP allocation, goal is low volatility with solid income and slight growth, withdrawal starts in two years. Thoughts on allocation change before and after withdrawal starts would be greatly appreciated.
HFR = 5%
XHY = 10%
CLF = 5%
CBO = 10%
CPD = 4%
ZRE = 4%
RBF1018 = 28%
VDU = 12%
CIF = 5%
VGH = 8.5%
CUD = 8.5%
Total RESP approx 85K
Wish Peter a speedy recovery, a successful fund raising, smooth bike ride and thanks for doing it for a good cause.
HFR = 5%
XHY = 10%
CLF = 5%
CBO = 10%
CPD = 4%
ZRE = 4%
RBF1018 = 28%
VDU = 12%
CIF = 5%
VGH = 8.5%
CUD = 8.5%
Total RESP approx 85K
Wish Peter a speedy recovery, a successful fund raising, smooth bike ride and thanks for doing it for a good cause.
Q: I saw a guest on BNN recommend infrastructure stocks for safety and yield and wondered what stocks, ETF s, or mutual funds you would recommend in this area. Also, do you agree that this is a good area in which to invest? Thanks for your reply.
Q: hello 5i team,
glad to hear that you are doing better, Peter, and not only because you offer us such great advice here.
My question is again about asset allocation and particularly fixed income. I have been happily riding the equity wave but think i should now put a portion of my portfolio in fixed income. So, my question is how would you apportion, say a $500,000 allocation to fixed income? I wouldnt want to put it all into CBO. So, i would be interested in hearing what you would doÉ
thanks
glad to hear that you are doing better, Peter, and not only because you offer us such great advice here.
My question is again about asset allocation and particularly fixed income. I have been happily riding the equity wave but think i should now put a portion of my portfolio in fixed income. So, my question is how would you apportion, say a $500,000 allocation to fixed income? I wouldnt want to put it all into CBO. So, i would be interested in hearing what you would doÉ
thanks
Q: In my RRSP, I own 101k of MD Stable Income Fund. They call it a seggregated annuity. In the last 3 months I got drips between 185-225$ which works out to 1.8% to 2.2%. The MER is 0.85%. I'm trying to decide if I should sell and put the proceeds in ZCS and CLF to get more yield, but, this fund seems to garantee capital, plus, holds commercial mortgages which adds diversity to my portfolio. Do you have any thoughts on this?
Here is information about this fund:
https://mdm.ca/wealth-management/investments/md-funds/md-stable-income-fund.asp
Here is information about this fund:
https://mdm.ca/wealth-management/investments/md-funds/md-stable-income-fund.asp
Q: Goof Morning Team
I have a small holding of CGL (800 shs) and am wondering if I should do a straight switch to Mint unhedged.
Thanks
I have a small holding of CGL (800 shs) and am wondering if I should do a straight switch to Mint unhedged.
Thanks
Q: Hi Peter,
I need US income in the future so i am trying to establish a position but do not follow the US stocks well enough to pick 'a few'. In addition, the US yields are below the Canadian counterparts. Can you recommend a couple of well diversified US ETFs that would generate US income. I pay taxes in the US and Canada so tax considerations are not a big factor for me.
I need US income in the future so i am trying to establish a position but do not follow the US stocks well enough to pick 'a few'. In addition, the US yields are below the Canadian counterparts. Can you recommend a couple of well diversified US ETFs that would generate US income. I pay taxes in the US and Canada so tax considerations are not a big factor for me.
Q: Hi Peter and Team, can you recommend one or more ETF's that hold US companies who regularly increase their dividends (a dividend aristocrat etf) Something like CDZ but a US version. Thanks.
Q: Hello Peter and Team,
Speedy recovery Peter and thank you again for your excellent service, I am constantly making money with your recommendations since I joined your site. Thanks a million.
My question is about material stocks. I have been out of this sector for a while and I am thinking of re entering now. Your view please. Is Lundin mining or Sherrit appropriate or you may have another substitute? Should I may be get into an ETF ?
Regards
Speedy recovery Peter and thank you again for your excellent service, I am constantly making money with your recommendations since I joined your site. Thanks a million.
My question is about material stocks. I have been out of this sector for a while and I am thinking of re entering now. Your view please. Is Lundin mining or Sherrit appropriate or you may have another substitute? Should I may be get into an ETF ?
Regards
Q: I would like to invest in four Canadian companies for my 90 year old mother. The investments need to be quite safe and pay a dividend, monthly or quarterly for month to month living expenses. I would prefer 4 different industries to avoid turndowns in any given sector. What would you suggest?
Q: I wish to move a major portion of my US$ and $CDN portfolio into safe, defensive, securities such as bonds, preferred shares.ETF's or solid common shares that give me a reasonable yield. Please give me a few names to consider for each currency.
Many thanks
L
Many thanks
L
Q: INKM is the SPDR Income Allocation ETF for U.S. funds. It "seeks to provide total return by focusing on investment in income and yield-generating assets." It holds about 20 SPDR etf's with global representation, and offers a dividend yield of over 3%. It's only about a year old with total net assets of 100M. It looks good to me for my U.S. funds but I don't see it mentioned on 5i and wonder if you would make your initial comments on it. Thank you.
Q: Hi,
Can you please comment on the ETF HHF in Toronto. It seems to have some good holdings like TOU, VRX, GIB.A etc.
Can you please comment on the ETF HHF in Toronto. It seems to have some good holdings like TOU, VRX, GIB.A etc.
Q: Good morning - what are your thoughts on MMP.UN (Sentry Precious Metals and Mining Trust)? Might this be a good way for an income investor to participate in the gold and silver sectors and get a decent dividend and a bit of growth?
Q: What is your opinion about CAB-T (high qualit bond fund)? . Thanks ebrahim
Q: I would like to park some cash in CBO.
Would not the CBO ETF value go down when interest rates increase as I believe they will in the first quarter of 2015?
Net return could be minimal or less going forward during this 6 month time frame.
Would not the CBO ETF value go down when interest rates increase as I believe they will in the first quarter of 2015?
Net return could be minimal or less going forward during this 6 month time frame.
Q: Hello,
This is kind of a follow up of a previous question. In my RRSP I have the following ETFs: ZRE, XRB, VBK, VCN, VDY, VXUS and XSB.
I would like to replace XSB (around 30K) with something that provides more growth. I was thinking an energy basket, either an ETF or 2-4 energy (related) stocks.
Do you have any suggestions?
Thank you
Marios
This is kind of a follow up of a previous question. In my RRSP I have the following ETFs: ZRE, XRB, VBK, VCN, VDY, VXUS and XSB.
I would like to replace XSB (around 30K) with something that provides more growth. I was thinking an energy basket, either an ETF or 2-4 energy (related) stocks.
Do you have any suggestions?
Thank you
Marios
Q: XHY (US High Yield Bond ETF-CAD Hedged)had a 52-Week Range of
20.58 low to 22.19 high - gain of 7.82% in ETF price + dividend of 5.28%.
Would you mind explaining how or why it gained in ETF price if interest rates remained the same (assuming they did). Is this a safe place to put large sums of cash and if not where do u put cash?
Thank you.
20.58 low to 22.19 high - gain of 7.82% in ETF price + dividend of 5.28%.
Would you mind explaining how or why it gained in ETF price if interest rates remained the same (assuming they did). Is this a safe place to put large sums of cash and if not where do u put cash?
Thank you.