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5i Recent Questions
Q: My total allocation in my portfolio is currently at 16%. However, it is inverse what the asset allocator recommend with nearly 4% in Cyclical and over 12% in Defensive. Would you recommend shifting some within Consumer? Do what extent does this matter since the boundary between both seems somewhat artificial? FYI - I own ABEV, BKGN, DOL, FDP, SAP all in my RRSP. If you recommend that I shift into Cons Cyclical, what would recommend as of today for my RRSP (US and CAN)?
Read Answer Asked by Patrik on October 14, 2025
Q: Are any of these above companies worth investing in? Also if so, at what price would be a good buy.

Thank You
John G.
Read Answer Asked by John on October 07, 2025
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