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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: Hello,
I am considering moving about 10% of my unregistered portfolio into international (developed market and emerging market) bonds.
I'd greatly appreciate your thoughts on this move -- as some are saying the bonds are even more of a potential bubble than equities -- and which specific bond ETFs you might recommend (ie: EMB for emerging markets).
As always, many thanks in advance! Aaron
Read Answer Asked by Aaron on February 17, 2021
Q: Given current markets and in the near term, I'm considering a 1/3 position in Equities, Fixed Income and Cash. Are these levels reasonable and what is your view of the above ETF's making up my fixed income allocation? You guys are awesome, thanks for your help.
Read Answer Asked by Curtis on February 17, 2021
Q: How does one approach bond investments given the low interest rates. I see XBB had a significant drop today. Why? How would you compare XBB to PMIF?
I am retired senior 78 with a pension.
Thank you
Read Answer Asked by Donald on February 17, 2021
Q: Hi - I'm trying to beef up the fixed income side of my portfolio and non-convertible debentures such as the ones above look like a very interesting alternative to bonds. Their yields are >5.5% and CSU.DB even adjusts its distribution for inflation each year. What am I missing here? It seems like people should be all over these, but their prices don't reflect that.
Read Answer Asked by Michael on February 16, 2021
Q: Please list the above in order of preference. Would all three, equally weighted, be sufficient for a conservative portfolio? Two of three?
Thanks.
Read Answer Asked by Paul W on February 11, 2021
Q: I need some fixed income suggestions for my RRSP. Anything you particularly like at this time? I know its fixed income but I do have some risk tolerance and a 17 year investment horizon so open to something that pays more than .0000012% interest. Appreciate your thoughts :)

As always.. amazing job team!
Read Answer Asked by Don on February 10, 2021
Q: Hi,
I'm curious about CEF's and came across this one that appears to offer a decent dividend, with a bit of growth. However, I don't know anything about these types of funds, so would appreciate any thought you might offer on them. Are they a reasonable investment, or very risky? They talk about these funds being leveraged and that makes me nervous - should I be, or is that just my lack of understanding how these funds work. I'm much more familiar with ETF's and certainly comfortable with stocks - either Canada or US markets. Thanks for all your great advice over the years!
Dawn
Read Answer Asked by Dawn on February 09, 2021
Q: Is it time to start letting go of these long term bond ETF? Or do you see a role as part of a laddered portfolio? If so, what percentage of these long term bond holdings would you suggest at this point? Unless we have negative rates the only way is up? Not sure I believe that rates will be kept so low for much longer.
Thank-you.
Read Answer Asked by Debrah on February 09, 2021
Q: If one believes that interest rates can only go up, should one own bonds as part of owning a balanced ETF or balanced mutual fund?
Read Answer Asked by D on February 09, 2021
Q: If I buy:
ZWC ((BMO CDN HIGH DIV COV ETF) for Canadian exposure and income,
ZWS (BMO US HIGH DIV COVER ETF) for US exposure and income, and
ZWE (BMO EUROPE HI DIV COVER CALL HEDGED CAD) for European exposure and income,

that will give me about 7%+ income and exposure to about 120 very decent world wide companies. As a retiree, would I need to do anything else?
Read Answer Asked by Elizabeth on February 03, 2021
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