Investment Q&A

Q: Do you have a proxy for CVD? It can be stock or ETF. The reason I ask is it is thinly traded and my purchase exceeds the average daily volume. I’d rather not pick away at small lots to reach my position, or is that what I should actually do?

Thx.

Q: Hi 5i team,

As many do, I currently hold part of my portfolio in fixed income (bond etfs). I am wondering if you can recommend any fixed income or "fixed income like" investments that might hold up best in the current rising rate environment that seems to have a long way to run. I had held ZAG but have switched to VSB with rates rising. Currently even cash is doing better than these however. Thanks!

Q: 5i Team
I currently own PHN Bond Fund (RBF1110), PHN High Yield Bond Fund (RBF1280) and GICs in my RRSP for the fixed income portion of my portfolio
Would adding a convertible debenture ETF complement the PHN High Yield Bond Fund (RBF1280) or would it be a duplication? The convertible debentures would not exceed 5 % of the total fixed income in the RRSP.
Are there any other Canadian convertible debenture ETFs other than CVD and CXF. Of the two ETFs mentioned, which is your preference?
Is it better to use an ETF for convertible debentures or should I purchase individual company debentures.
Where can I obtain the credit ratings (Moodys/S&P/DBRS) for individual company's convertible debentures.

Thank you for great service.

Q: Hello there,
Any thoughts on the Convertible Bond fund ETF ( CXF) offered by First Asset Management ?
Thanks