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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 are your suggestions for the best Balanced mutual funds that I could consider purchasing over the next 2-3 months?
Read Answer Asked by John on October 26, 2023
Q: Dear 5i,
DYN3361, Dynamic Premium Yield Plus Fund.
This fund uses leverage, uses Call and Put option strategies for US stocks.
At the moment they seem to have an overweight with cash-covered Put options.
In general do both Call and Put strategies work in markets that are choppy and there is no trend either up or down? What would you attribute to it's good performance over the last few years?
Read Answer Asked by Ian on October 18, 2023
Q: I would like to earn some interest on the cash that is in my trading accounts. However, it is surprisingly confusing.

My broker offers mutual funds from various institutions but each institution has a Series A and a Series F. What is the difference between Series A and F?

And then there are various mutual funds within each series (for example TD Series F has TD8151, TD8156, TD8158). What are the differences between the funds within each series?

Are there any other issues I should be considering while temporarily parking cash?
Read Answer Asked by Ray on October 16, 2023
Q: What are your thoughts on private credit lending? I am considering opening an accountant at wealth simple and the advisor said it's better returns (they shoot for 9%) with less risk. Being as it's interest income I would have this in a TFSA or RRSP likely. Is this a good addition to an otherwise balanced portfolio?
Read Answer Asked by Ashleigh on September 21, 2023
Q: Hi 5i,

I'm considering adding the RBC U.S. Mid-Cap Growth Equity Fund to my portfolio. The YTD return indicates this sector has performed reasonably well. What's your outlook going forward for this the sector? If I recall correctly, Brooke Thackery likes US small caps between October and February.

Would you have any suggestions that you think are stronger than this particular fund? I lean to mutual funds for active management over ETF's.

And what other "sectors" do you like moving forward? Emerging Markets? International Funds?

Deduct as many points as necessary, and a High 5 to 5i!

Pete in Calgary.
Read Answer Asked by Peter on July 25, 2023
Q: Any advice on this fund as for a RRIF? Thanks Larry
Read Answer Asked by Larry on July 04, 2023
Q: when is it advantageous to use currency neutral funds
Read Answer Asked by michael on June 21, 2023
Q: Hi 5i,
can you help suggest some US and CDN, ETF's and Mutual funds that are worth doing further research on if one might be interested in investing a small portion in the distressed debt sector. Thanks
Read Answer Asked by Ian on June 20, 2023
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