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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: As per your recent guidance, with interest rates plateauing, ZRE seems to be bottoming. What would be your opinion re moving some money from VFV, and putting it in ZRE. VFV has done very well and is scheduled to do well in the future. Do you recommend this kind of movement of fixed income from one group to another. Thanking you for the great guidance you have always provided.
Read Answer Asked by Vinod on July 18, 2023
Q: Hi, a few years ago I got tired of trying to pick winners in the REIT space and invested in your model portfolio choice of ZRE. I'm wondering now if some of the equal weight holdings are starting to be a drag on performance, that may continue into the medium term? The same average yield could probably be obtained with a few individual securities like CAR and DIR with maybe a better outlook for capital appreciation in that same medium term (understanding that you would be moving up the risk scale again)? Do you think you would do better as a stock picker in this space today or stick with the ETF? If the former, do you have better suggestions today than the two named? Thanks.
Read Answer Asked by Stephen R. on July 04, 2023
Q: With utilities and real estate under pressure these days, can you recommend 4 choices in each sector for a conservative investor with a 10 year time line interested in income with some capital appreciation. Please include 2 ETFs and 2 companies in each sector.
Thanks,
Len
Read Answer Asked by Leonard on June 21, 2023
Q: If the scenario plays out of higher interest rates for longer; is it logical to presume Reits, and Preferreds, -both sensitive to interest rates, may continue to soften. I have been buying them as they are going down but wondering if this is a good strategy. Could you comment. Thank you.
Read Answer Asked by Pat on June 20, 2023
Q: Hi,

Based on the questions pertaining to taxable dividends, and managing an income portfolio for my elderly parents, is there a substantial difference in tax treatment, if the above funds are held in a cash account? I was fortunate enough to get DIR.UN into a TFSA and am slowly moving AW into a TFSA as well. Do I take out the growthier names in the TFSA’s and move in the ETF’s or just let them go in a cash account?
Read Answer Asked by Kelly on February 06, 2023
Q: I am looking for ETFs that trade on the TSX with a yield of at least 4-5%. From the income portfolio, I see CPD (preferreds) / CVD (convertible) / XHY (US HY) / ZRE (REITs), and I am also aware of ZWU (Utilities) / ZWB (Banks).

Are there any others that don't have much overlap with the above that you would recommend?
Read Answer Asked by Alexander on January 31, 2023
Q: Would you buy any Cdn REITs at this point...and if yes, what 3 (and in what order) would you buy at current prices.? Thank you as always for your great insight.
Read Answer Asked by Doug on January 26, 2023
Q: I have 20 Thousand US Cash in My US RRIF acc't. I am looking at deploying it into 5 stocks for income. I don't have any oil sector stocks or ETF, Reits or banks.Looking for idea's which could bring dividends and growth over time.Tks 5i take as many credits as required. 79 year old.Do not need any money to pay my RRIF monthly payment as I have Can account with ample cash for 18 months
Read Answer Asked by Guy on January 12, 2023
Q: Hello 5i team,
I currently have XRE for real estate coverage in my TFSA for income. I was thinking of switching over to ZRE since it gives a slightly better payout.

I was wondering if there is any advantage for either of these ETFs? Aside from stock purchase limitations (XRE is capped, ZRE is equal weight), does one hold a better real estate portfolio overall?


Thanks,
Andrew
Read Answer Asked by Andrew on December 23, 2022
Q: What are your recommendation's for my RIFF off 125,00.00 age 83 income or balanced portfolio
Read Answer Asked by Eric on December 16, 2022
Q: Retired, dividend-income investor. I harvested some ZRE related tax losses in my Cash account in October. I am now rebuilding a position in my wife's TFSA. I was planning on 3 tranches, every second month (using your suggested "spread out your investments over a 6 month period). I bought my first wave a week ago.

Now that Chairman Powell has made his recent remarks about the potential slowdown in the rate of interest rate increases, does this change your thoughts about the pace of investing new monies into the market? Would you endorse accelerating the injection of new $$$....specifically for ZRE?

Thanks...Steve
Read Answer Asked by Stephen on December 02, 2022
Q: I own shares in ZRE, GRT.UN, and CAR.UN. They are all down in this market. Should I hold these for a year, hoping the markets will improve, or should I sell and move into something like TCN. Can you suggest better real estate companies, where the growth might be better, when the markets move up.
Read Answer Asked by Vinod on October 21, 2022
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