Balanced Equity Portfolio (BEPORT)

Balanced Equity Portfolio (BEPORT)

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Q: Suggestion. Would it possible in your Portfolios to identify companies which are foreign (not based in Canada), eg GLXY, KSI. Some kind of flag may be. Thanks.

Read Answer Asked by Denise on November 28, 2025

Q: If one was looking for a little growth along with a dividend, for a income portfolio, what would you stock(s) might you look at from 5i’s growth/income or balanced portfolio, or one not already in any of the 3 models?

Thx

Read Answer Asked by Kelly on September 30, 2025

Balanced Equity Portfolio (BEPORT)

Q: Hi, I have my own spreadsheet to split my portfolio by sectors. Where would you put Preferred shares? In the same sector as the issuer or in a special category? Cash/GIC, Mutual Funds and broad-sector ETFs have their own ‘columns’. Thanks again.

Read Answer Asked by Denise on April 23, 2025