Balanced Equity Portfolio (BEPORT)

Balanced Equity Portfolio (BEPORT)

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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

Constellation Software Inc. (CSU $3,951.12)
- $3,951.12 P/E (TTM): 94.76X Cap: $81.99B
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Intact Financial Corporation (IFC $264.23)
- $264.23 P/E (TTM): 21.48X Cap: $47.64B
- View IFC Profile
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WSP Global Inc. (WSP $279.98)
- $279.98 P/E (TTM): 45.22X Cap: $36.61B
- View WSP Profile
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $228.43)
- $228.43 P/E (TTM): 91.41X Cap: $301.99B
- View SHOP Profile
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Balanced Equity Portfolio (BEPORT)
Topicus.com Inc. (TOI $141.50)
- $141.50 P/E (TTM): 67.52X Cap: $11.81B
- View TOI Profile
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Brookfield Corporation Class A Limited Voting Shares (BN $94.65)
- $94.65 P/E (TTM): 158.83X Cap: $142.07B
- View BN Profile
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Lumine Group Inc. (LMN $39.23)
- $39.23 P/E (TTM): 153.84X Cap: $10.31B
- View LMN Profile
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Q: What stock in the balanced equity would you be buying into today for a long term hold (noting that you wouldn’t back up any kind of vehicle into this market)

Read Answer Asked by Chris on April 07, 2025