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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: Good morning. I would like to increase my fixed income allocations and would like suggestions on where best to invest additional cash. I already have enough in GIC’s and our pref shares have been suffering of late but we are below our target in the fixed side. Thank you.
Read Answer Asked by alex on January 21, 2019
Q: I am an old man (86) sitting on a lot of cash ($800.000) and I am considering on purchasing the following stocks equally invested what I think if is a conservative based portfolio.
VFV yield1.7%,XIU Yield 3.2%,CBO yield 2.61 %, XBB yield 2.9%,CBO yield 2.61 %
Would appreciate any comments you may have. I am looking for yield and relative safety. Thanks, Bill
Read Answer Asked by William J on January 08, 2019
Q: I am still spooked out about the markets and sold all my stock positions yesterday. I now have a significant amount of cash and would like to deploy it the Bond Market which I think is a safer place at this time. Would appreciate any recommendations you might have as to how to invest the money. With thanks, Bill
Read Answer Asked by William J on December 21, 2018
Q: I am trying to clean up my portfolio a bit by reducing the number of holdings. For the fixed income portion I have 5 different bond funds (CBO, XBB, XHY, CVD, HYGH). Is there enough overlap with either of these that I should consolidate any, or would you suggest any different ETFs to simplify the fixed income portion of my portfolio?
Read Answer Asked by Steven on November 01, 2018
Q: I am looking for the proper vehicle for the bond portion of my portfolio.
Would like to have 3% yield in short term ETF. Does rising rates mean existing bonds in an ETF will decline(and hence a lower ETF price)?
Can you suggest any appropriate bond ETF’s?
Derek
Read Answer Asked by Derek on October 29, 2018
Q: What would be solid and safe ETF`s for fixed income? Looking at 5-10 years timeframe.
Thanks
Kevin
Read Answer Asked by Kevin on October 26, 2018
Q: A month ago I sold both these bond etf’s to capture the tax loss. I’m now looking to rebuy/reinvest these funds. As part of my fixed income allocation I’m wondering if I should repurchase the same or might you have other suggestions in a rising rate environment?
Thank you
Read Answer Asked by Les on October 19, 2018
Q: Hi All at 5i! I am working at establishing a more stable portion to my portfolio in the form of bond and preferred ETFs. I require four that pay me a dividend and have so far chosen CPD, XHY and CBO and would welcome a fourth ( or more) suggestion. Could you please help me with this. Cheers, Tamara
Read Answer Asked by Tamara on October 15, 2018
Q: I'm retired and have no fixed income in my portfolio.
I would like to switch about 15% of my investments into fixed income. I have read all the questions regarding MFT but am looking for a few more ideas with as much return as is prudently possible.
I spend time in the U.S., so an idea or two there would be a great help, as well.
Thank you, in advance.
Read Answer Asked by Kyle on October 15, 2018
Q: Hi All at 5i! A quick question about tax loss selling. When would it be ideal to sell a stock at a loss to offset gains, considering that I want to buy the stock back. Would now be good? Or wait until Nov? Dec? Also, I own CBO at a loss at the moment. Considering that interest rates are going up, should I sell it now at a loss( to offset capital gains) and buy it back later? Cheers, Tamara
Read Answer Asked by Tamara on October 04, 2018
Q: ..please correct me if i'm wrong, but Canada seems to be a horrible place to put your money....with safety of principal first in mind, a desired yield of 4%, and an ever increasing risk of a market correction, what would you suggest for the next 6 - 12 months. thanks.
Read Answer Asked by Curtis on September 21, 2018
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