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  5. EQB: In a recent question on conviction for a 3-5 year hold in the 5i model portfolios you recently ranked these 3 financials lowest. [EQB Inc.]
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Q: In a recent question on conviction for a 3-5 year hold in the 5i model portfolios you recently ranked these 3 financials lowest. Do you see problems on the horizon that would limit your enthusiasm for ranking them higher?
Asked by Jeff on June 11, 2025
5i Research Answer:

Keep in mind rankings (not just in reference to this question) can change,and we also try to interpret the question in terms of size, growth expectations, risks and valuations. For example a high growth large cap stock will likely always be ranked higher than these small cap financials; we do not have any particular concerns here. Inflation and the economy remain possible threats to the sector, but they are priced well nonetheless. We did not mean to imply we were dramatically concerned by the rankings.