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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: Greetings 5i team,

I am not sure i fully understand the risks associated with this floating rate ETF. Can you explain to me how they are paying out such a high dividend when the the underlying assets do not. In addition, is there an equivalent US ETF you would recommend. I need income in both Canada and the US!
Cheers
Read Answer Asked by kelly on June 01, 2018
Q: Hi 5i. FI = Fixed Income

My (6) FI holdings with rough total returns (including MER & dividends) for period held (average ~ 1.5 years): CBO -1.3%, CPD +15.0%, HFR +1.7%, XBB -2.2%, XHY+5.5%, LQD -0.6%.

NOTE: LQD not selectable, so picked HYG for question above.

Question: I understand the reasoning behind having the above FI holdings in my portfolio, but holding CBO & XBB seems like a sure way to lose money. So why not move CBO & XBB holdings to HFR (and possibly also XHY) which at least returns me ~ +1.7% pretty reliably? Your opinion on my FI mix would also be appreciated.

Thank you for continued solid wise advice.
Read Answer Asked by Paul on April 10, 2018
Q: I have a question about USD corporate bond ETFs

I have some funds in USD that I want to use to buy a US corporate bond ETF with.

Can you give me your opinion on HYG? ishares

Also can you tell me if HYG is considered a <Junk Bond ETF> ?

Lastly if you could also suggest another USD corporate bond ETF that has slightly lower yield than HYG.

Thank you

Regards
Stephane
Read Answer Asked by Stephane on January 30, 2017
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