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DIY Investing Doesn't Mean Do-It-Alone

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Peter Hodson and Ryan Modesto

5i Recent Blog Posts
Headline image for 10 Advantages DIY Investors Have Over The Pros

10 Advantages DIY Investors Have Over The Pros

Advice is loud when the person giving it has something to gain, and the financial services industry has a lot to gain by convincing you that the best place for your money is in their hands. To be fair, there can be value in the services of some financial advisors. But the other side of this story needs to be told: many investors are better off taking a Do-it-Yourself (DIY) approach. 

Investors often start managing their own money reluctantly, feeling like underdogs to the pros. But has it ever occurred to you that DIY investors actually may have the advantage? In fact, behavioural finance has shone a light on numerous ways in which professionals, often through no fault of their own, are set-up for failure when it comes to growing the wealth of their clients. 

With a little knowledge and interest in personal finance, individual investors can

5i Staff Sep 29, 2020

Headline image for The new all-in-one fund: VRIF

The new all-in-one fund: VRIF

Vanguard announced a new retirement income ETF VRIF targeting a 4% yield and it has been quickly gaining popularity. Is there more to know? 

Barkha Rani Sep 22, 2020
5i Recent Questions

Q: Please rate the above for survival and continued Div. payout in the next 5 years, based on cash- flow that well covers the dividend . I am a senior and need income. I have a position in all the above and would like a rating best first. Please insert your suggestions for the above criteria.

Read Answer Asked by JOSEPH on September 29, 2020
5i Recent Reports

Review of WSP Global Inc.

SEP 29, 2020 - WSPs performance and strong balance sheet provide a valuable operational and strategic outlet for the company to well beyond 2020. Rating maintained at 'B+'

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Review of Absolute Software Corporation

SEP 29, 2020 - A shift to remote work and education has resulted in increased demand for the company's endpoint security offering. The cybersecurity company holds a unique position by having firmware embedded in the majority of PCs globally. Rating maintained at 'B'.

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Review of Real Matters

SEP 10, 2020 - The company has seen impressive growth over the last year especially from the US Title business. More growth expected as refinancing needs persist. Rating maintained 'B+'.

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Review of AG Growth International

SEP 10, 2020 - By reducing the dividend by 25%, the agriculture equipment and storage provider adds flexibility and strength to the balance sheet. Good international growth potential remains a part of the story here. Rating maintained at 'B-'.

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Review of Savaria

AUG 27, 2020 - SIS has recovered nicely from its pandemic lows. Sales have doubled in the past three years and EPS has gained nicely as well. Strong management and material insider ownership also support the case for owning shares. We continue seeing upside and maintain a B+ rating.

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