Investment Q&A

Q: Global Healthcare Dividend Fund GHC.UN-T

Any opinion on this fund?

Thanks

Q: Our advisor has recommended that we sell some of our equities and purchase more fixed income funds. His recommendations are Manulife Strategic Income F (CAD); TD Retirement Balanced Portfolio F Series; Fiera Defensive Capital Global Equtiy Fund and Lysander-Canso Corporate Value Bond Fund. We are already invested in Pimco Monthly Income Fund (PMO 205), DFA Five-Year Global Equity and CBO. We are leaning in favour of investments we already own as well as XSB, XBB and CLF. We are looking for Canadian, US and International diversification. What would you recommend?

Q: Some time ago I asked about this fund TRIMARK GLOBAL ENDEAVOUR FUND. and you mentioned the MER is quite high.If I am thinking of selling this fund and would like to know what stocks or ETF would you replace this fund with?

Thanks
D

Q: Good Afternoon 5i,
You seem to be warming up to Aston Hill (AHF), what would you like to see to give you greater confidence here and over what time frame? Seems like several intelligent people between the two companies.
Thank-you.

Q: My I have your opinion on the proposed merger of Front Street Capital and Aston Hill Financial going forward in light of the new disclosure rules coming into effect?

Q: Hello.
Thanks for the ongoing investing commentary.
Given the results I have experienced with a few individual investments over the past 8 months, it is clear I either do not have time to keep up with small cap growth stocks' activity, do not know how to make buy sell decisions, do not have the stomach for the ride or just completely outside my sphere of investor ability. In reviewing my experience with buy sell of Phm, I was up 8000 and ended up selling at loss of 6000. Ad recently up 7000 and end d up selling for 3000 loss. Painfully sitting on a 35,000 loss in Cxr.....largest loss ever in 16 years of direct investing. Can not make money this way. Clearly I should be handing over small company decision making to someone else.

The question.......what Canadian and USA mutual fund or strategy would you have me consider to help capture some of the growth available through small company / special opportunities investing ........ Without being directly involved with the buy sell decision?

I am okay with long term but long term with current results will land me in the poor house.

Appreciate your thoughts on this topic.
Dave

I already own Mawer global small and global mutual funds but they are not invested like 5i portfolio

Q: An article in the Globe w.r.t Segregated Fund.
Can you help me to understand how can Segregated fund guarantee to retain principle of invested money? Can you suggest such funds to invest in. Also, I am considering to increase my investment in healthcare stocks, I have EXE, HIG.un, considering NWH.un, CSH.un and NHC. Would appreciate your help to select, perhaps others you can suggest.
Regards, J.A.P. Burlington

Q: I would like your opinion on my current mix of assets that are heavily invested in hedge funds.
25% Donneville Kent North American Fund
25% Barometer Global Macro Pool
25% JC Clark Preservation and Adaly Fund
25% 5i research stocks
my total invested is 700k and i hope to retire in 10-12 years

Q: Can you comment on a preference in mutual funds, Investors dividend-A and IG Beutel Goodman Cnd balance-A

Thanks, John

Q: I would like to have a decent return but preservation of capital is a priority. Please provide your opinion on CIBC Canadian Bond Index Fund – Premium Class CIB585. I am aware that you recommend the ETF CBO so would appreciate your comparison. This would be in a non registered account.
https://www.cibc.com/ca/mutual-funds/no-load-income/can-bond-indx-fund-premium.html

Thank you,

Q: What do you think of Norrep Income Growth mutual fund? I am retired and living off dividend income. Not so much interested in capital appreciation but reliable dividend stream.
Also why do different "series" pay different fees between 1% and 2%?

Q: I have 73 % of my investment portfolio in stocks. I'm 80+ years of age and have not need for income from the portfolio; it will be transferred to a future generation. My advisor recommends reducing the stock component to 60 %. He suggests purchasing large amounts of Manulife Global Tactical Credit Fund & Manulife Asia Total Return Bond Fund. Please provide me with a critical review of those funds. Do you have other suggestions in the fixed income area?

Q: Could you give me your thoughts on investing in Europe at this point in time. Would you hedge to the US or C$? Would HEDJ be a good vehicle? Thanks.

Q: can you comment on Russells diversified Fund for income and a little Growth, thank you.

Q: Mfc1192. I purchased this at around 50 per share 10yrs ago and had been under water since. It is now near 70. What would ur opnion be to continue to hold thru the seasonal strenght a little longer and maybe sell half or all and would there be a better or less expensive alternative?

Q: How would you compare Dividend 15 Split (DFN) with Dividend Select 15 (DS)? Which, if any, would you prefer?

Q: Hi,
My question is on AEM, Agnico Eagle. Any idea why the stock is down so much tody and do you think its a good buy at these levels?

Q: I would appreciate you thoughts on Manulife Asia Equity Fund. I own a small amount with a slight capital gain. Would you recommend buying the fund to diversify my holdings outside of Canada? Is the fund well managed?

Q: Hello Folks,
I see this monthly income fund has a mer of 1.39% if bought with CAN funds and 0.45% if bought with US funds. The symbol is PIM005 if bought with CAN$ or PIMIX if bought with US$.
Is this all correct? I have some room in my portfolio for fixed income and just received some US funds which I would like to deploy.
Thank you,
Rick

Q: Can you give me your opinion on D series mutual funds? Thanks