skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I'm looking to put some money away in a safe mix of ETF's (likely fixed income) with a desire to earn around 3% over the next 12 months, given overall market risks and conditions what would you suggest. thanks for your advice.
Read Answer Asked by Curtis on October 11, 2019
Q: Hello team,

Just a follow up on 5i answer on Sam's inquiry about buying exchange traded US pay
PSU.U. The list you provided of possible brokers that will allow you to buy the product included TD. I use TD Webbroker for online trading, and they have conflicting offerings and won't let me purchase. The TD previous trade you saw yesterday was most likely Institutional.

Stephen
Read Answer Asked by Stephen on October 08, 2019
Q: Hi there
I am looking to invest 30% of my TFSA portfolio in a bond ETF . The remaining 70% are in dividend stocks (mainly in financial institutions). Would you please suggest what bonds ETF or any other fixed income option should I be considering? The goal is to protect my principal amount.
Thank you
Read Answer Asked by A on October 04, 2019
Q: I am re-balancing our portfolio and find I am sitting on 30K cash which balances out my cash/fixed income portion of my portfolio. My question is what 3 or 4 fixed income or bond ETFs would you suggest I entertain dropping my cash into ?

Thanks,
John
Read Answer Asked by John on October 03, 2019
Q: Have too much cash in my U.S. dollar account please suggest somewhere I can park it.
Read Answer Asked by Richard on September 30, 2019
Q: Hi 5i, View the current oulook for fixed income products in Canada being rather abysmal. What are your views of emerging markets. There seems to be a play for emerging market bond markets now that the US is tightening rates and the US dollar is weakening. I am looking at some ishare etf products (USD funds) that invest in EM bonds. You always said we should hold some bonds and some foreign investments in our portfolio. Your thoughts?
Read Answer Asked by pietro on September 30, 2019
Q: Yesterday I asked for a recommendation for US fixed income and you suggested tlt. I have to say that I don’t have a good understanding of fixed income. So I was wondering if you could tell me why this particular etf is your choice in this environment? I suppose I am asking for a course on fixed income, a large request. So, if there is some resource you could direct me to, that would be fine.
Thanks
Read Answer Asked by joseph on September 27, 2019
Q: Could you pls recommend a couple of US Bond Funds ETFs which can be purchased in Canadian dollars. They do not need to be hedged, Thanks
Read Answer Asked by gary on September 25, 2019
Q: I am selling my home and moving, have not yet found a new place to live, so I will have a lot of cash to park for an unknown length of time. My plan would be to do a high interest savings account at Oaktree or buy the purpose ETF. My wife will kill me if I lose any capital…
Do you have any better ideas?
Thanks!
Read Answer Asked by Nick on September 24, 2019
Q: Hi Team,
Could you please provide your take on the US Fed's recent interventions in the repurchase (repo) sector (overnight money loans). I understand this likely means the US Federal Reserve will resume buying more Treasury debt, expanding its balance sheet (a.k.a. quantitative easing). I don't fully appreciate what this means but am curious if you have any opinion on its significance to Canadian investors and their portfolios.
Many thanks, Michael
Read Answer Asked by Michael on September 19, 2019
Q: My question involves whether to sell Xhy to buy more bkln making about 3% of my RRIF , as higher risk income. My understanding is that senior loans are less risky should the economy slow but still provide a good dividend. Is ther an alternative senior bond etf which you would prefer?
Thanks for your insight.
Read Answer Asked by Tom on September 13, 2019
Q: Hi 5i
I purchased this etf for my mom. Can you tell me:
1) would 5i expect it to trade below its one year expected yield return from dec 31,2019 to dec 31 2020?
2) Mom’s capital position is currently underwater. What is 5is best guess for the closing price of each share dec 31, 2020?
3. I’m trying to assess the overall risk of the etf. How would this ETF do if a recession broke out in 2020?
4. Can you recommend a better replacement? Why is this better?
Thank you.
Read Answer Asked by Kat on September 12, 2019
Q: Please rate these as BUY; HOLD; or IGNORE. My purpose, of course, is market down turn protection.
Read Answer Asked by Terry on August 26, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!