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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: Since the world is engaged in massive bailouts and handouts, does taking a position in US treasuries become more appealing. I know very little about govt bonds other than they are supposed to be safe and they are uncorrelated to the stock market, but if the US govt (and everyone else) is going to buy huge amounts of their own treasuries, it seems this might be a place to make money, not just store it. Is this thinking flawed?
If i take a position in ztl, is this just a safety play, or can it continue to make big gains? Are there other long bond etfs that i should consider?
Thanks for all your help in demystifying the investing world
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Read Answer Asked by treva on April 22, 2020
Q: Realizing that all the above listed securities differ, they all got battered like everything else. Your opinion would be appreciated as to slowly buying into these positions and your preferred ordering.
Thank you, as always!
Read Answer Asked by Sigrid on March 23, 2020
Q: Goodmorning 5i,
You recently recommended shv for a reader seeking to place short term money. I have owned tlt and have found it a bit volatile for my safe money. Although, if this is not too contradictory, i plan to buy it back after the virus scare finishes. But, i was wondering whether in the US, whether you might suggest something between these two, that is, something with a higher return than shv but not as volatile as tlt?
Thanks
Read Answer Asked by joseph on February 20, 2020
Q: Working on the fixed income portion of my portfolio, thinking of the above plus IYLD all at 4.24% except ZAG at 6.36%.
Retired and looking for income, do I need to increase, decrease or eliminate any, or add something better?
Would all of these be best in RRSP?
Read Answer Asked by Yvonne on November 07, 2019
Q: hello 5i,
I have generally done well with your stocks but I bought tlt:US only a couple of weeks ago. I am already down 4 percent. I imagine I bought at a bad time because it has gone up for the year. Now stock markets are moving up and bonds, I guess are moving down. I am at a bit of a loss regarding how to proceed with this. I suppose I should buy something like gst's with fixed income to make sure i don't lose money. so, the question is what to do with tlt now. Do you still consider it worthwhile in the current situationÉ
thanks
Read Answer Asked by joseph on November 05, 2019
Q: Hello 5i team,
My portfolios are mostly stocks and with a possible recession coming next year, I would like to purchase bond ETFs for both my CDN and U.S. portfolios. At this point would you recommend long or short or ultra short ETFs? and could you suggest a couple of each ( CDN and U.S)? Thanks Carlo
Read Answer Asked by Carlo on October 31, 2019
Q: I'm looking to put some money away in a safe mix of ETF's (likely fixed income) with a desire to earn around 3% over the next 12 months, given overall market risks and conditions what would you suggest. thanks for your advice.
Read Answer Asked by Curtis on October 11, 2019
Q: Yesterday I asked for a recommendation for US fixed income and you suggested tlt. I have to say that I don’t have a good understanding of fixed income. So I was wondering if you could tell me why this particular etf is your choice in this environment? I suppose I am asking for a course on fixed income, a large request. So, if there is some resource you could direct me to, that would be fine.
Thanks
Read Answer Asked by joseph on September 27, 2019