Q: Hello 5i
The following securities were chosen by an advisor, when we were with a full service broker, and I found no reference in the 5i "Question" section. Could we have your opinion on them, and, as part of a retired investor's portfolio, would you suggest to hold? If not a hold, then suggestions to replace. Thank you, Bill
1)Templeton Global Bond Fund (TML257) for income ( we also have VBU)
2) Res Fairfax Financial Bonds (due Oct, 14, 2022) for income. Far
3) Fidelity Far east Fund (FID227) for global equities
4) Fidelity Asset Allocation Private Pool Series S8(138) held in a corporate account where we draw approx. 2k per month
The following securities were chosen by an advisor, when we were with a full service broker, and I found no reference in the 5i "Question" section. Could we have your opinion on them, and, as part of a retired investor's portfolio, would you suggest to hold? If not a hold, then suggestions to replace. Thank you, Bill
1)Templeton Global Bond Fund (TML257) for income ( we also have VBU)
2) Res Fairfax Financial Bonds (due Oct, 14, 2022) for income. Far
3) Fidelity Far east Fund (FID227) for global equities
4) Fidelity Asset Allocation Private Pool Series S8(138) held in a corporate account where we draw approx. 2k per month