• Bank of America Corporation (BAC)
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• Goldman Sachs Group Inc. (The) (GS)
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• JPMorgan Chase & Co. (JPM)
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• Morgan Stanley (MS)
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Q: Hi 5iTeam,

What would your top 3 U.S. banks be and please provide rationales supporting your choices.

Thanks,
H

Upvote 9

Read Answer Asked by Harry on September 19, 2024

• Bank of America Corporation (BAC)
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• JPMorgan Chase & Co. (JPM)
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• Toronto-Dominion Bank (The) (TD)
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• Bank of Nova Scotia (The) (BNS)
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• Manulife Financial Corporation (MFC)
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• Sun Life Financial Inc. (SLF)
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• A&W Revenue Royalties Income Fund (AW.UN)
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• Global X Equal Weight Canadian Bank Covered Call ETF (BKCC)
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• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX)
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Q: Value investor with some growth, 78 years old with good pension. I am slightly overweight in financials as above. I now see that I own both BKCC and HMAX. I do not seem to need both. I intend to sell BKCC and buy AW.UN to take advantage of its current situation. Does this sound like a plan or are there pitfalls?
Thank you

Upvote 4

Read Answer Asked by STANLEY on August 27, 2024

• Apple Inc. (AAPL)
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• Amazon.com Inc. (AMZN)
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• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOGL)
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• Microsoft Corporation (MSFT)
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• Netflix Inc. (NFLX)
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• NVIDIA Corporation (NVDA)
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• PayPal Holdings Inc. (PYPL)
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• Walgreens Boots Alliance Inc. (WBA)
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• Wynn Resorts Limited (WYNN)
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• The Boeing Company (BA)
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• Bank of America Corporation (BAC)
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• BlackRock Inc. (BLK)
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• Carnival Corporation (CCL)
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• Salesforce Inc. (CRM)
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• Delta Air Lines Inc. (DAL)
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• The Walt Disney Company (DIS)
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• Goldman Sachs Group Inc. (The) (GS)
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• International Business Machines Corporation (IBM)
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• JPMorgan Chase & Co. (JPM)
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• Eli Lilly and Company (LLY)
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• Mastercard Incorporated (MA)
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• Morgan Stanley (MS)
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• Pfizer Inc. (PFE)
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• Royal Caribbean Cruises Ltd. (RCL)
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• Visa Inc. (V)
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• Wells Fargo & Company (WFC)
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• Exxon Mobil Corporation (XOM)
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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• Tencent Holdings Ltd. ADR (TCEHY)
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• Veeva Systems Inc. Class A (VEEV)
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• The Trade Desk Inc. (TTD)
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• JD.com Inc. (JD)
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• Roku Inc. (ROKU)
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• DocuSign Inc. (DOCU)
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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• Healthpeak Properties (DOC)
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• National Health Investors Inc. (NHI)
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• Zoom Video Communications Inc. (ZM)
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• CrowdStrike Holdings Inc. (CRWD)
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• Unity Software Inc. (U)
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Q: Hi 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.

Upvote 9

Read Answer Asked by David on April 30, 2024