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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: I never bought a REIT because I own another investment condo in Toronto. Would you factor that to your entire portfolio or add another REIT unrelated to residential like MPW, AMT or something industrial? If you would add regardless of having another income property, what would you add?
The condo rent has positive cash flow and the equity is about 3 percent of my overall portfolio. Analytics suggests a 4 percent REIT holding.





















Read Answer Asked by Chris on January 27, 2022
Q: Hi 5i,

In a non-registered U.S. dollar account I am looking for an ESG stock (no oil/gas, defence, tobacco, etc.) that has a yield between 4% to 6%. It should be a relatively stable company with some growth potential. It will be less than 1% of an overall balanced portfolio. I have come up with the following possibilities:
ABBV - +/-4.4% yield but patent for Humira coming off in 2023
MPW - +/- 5.4% yield healthcare reit (which seems stable)
WPC - +/- 5.4% yield reit (less stable than healthcare reit?)
CWEN - +/-4.4% yield green energy (not sure if it should be class A or C shares)
I would like your thoughts/opinion on these please for a long-term "little worry" 3 to 5 year hold.
And please, please please if you have other suggestions I would love to hear those!!

Thanks for your wonderful service.
Read Answer Asked by Brian on October 26, 2021
Q: Hello there

can you suggest which canadian REITs you favor these days, and why.

second, I am looking for US etfs that covers the high tech sector and others for the health care sector. Your thoughts. please

as always. your guidance is appreciated

thanks
Read Answer Asked by alex on August 05, 2020