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5i Recent Questions
Q: I am currently overweight tech in general (36%) and NBIS (9%) in particular. I reluctantly feel I need to reduce my exposure to NBIS and, as I am underweight industrials, am in search of suggestions for growth-focused US industrials. Would you kindly provide 3-5 names of mid to large cap industrials you are reasonably confident can match or outperform the NASDAQ over time? AXON and WSP already held. Thank you.
Read Answer Asked by Maureen on October 01, 2025
Q: Hello 5i,

Can you rank AIA (ETF), TT, and KKR on their potential for growth over the next 5-10 years. We own 3% positions AIA for Asia exposure and KKR due to their global footprint,

Would any of the 3 above be a high conviction stock to add to a TFSA at 1/3 of a position?

Thank you
D&J
Read Answer Asked by Jerry on September 22, 2025
Q: Hi 5i, may I have your thoughts on Honeywell vs RTX? Looking for a US industrial and if you could list your top 5, looking for a large cap. Thx.
Read Answer Asked by Christopher on September 17, 2025
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