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  5. RY: This relates to response made on Royal Bank on Aug. [Royal Bank of Canada]
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Q: This relates to response made on Royal Bank on Aug. 8th, person had 25% on there holding, advise was to not keep a single bank stock over 8% in a portfolio. I own it as well, makes up just over 13% if my portfolio, ive owned it long enough my dividend is almost 7.5%, I know you don't give personal advise, I see no reason to sell any, but might I be better selling some and looking at another bank maybe TD, I do own BNS in another account, it's just over 8% of.that portfolio.
Asked by Don on August 28, 2025
5i Research Answer:

Keep in mind our guidance is not personal. Many investors are comfortable with large weightings in single stocks. But as general advice to a general audience, it is hard for us to endorse very big positions. Many investors cannot handle the risk. Now, RY, being the largest Canadian bank, is one stock where a higher weighting is likely better than a giant position in something else. But there is still risk to any stock. We think it is fine overall, and would not consider it a SELL. But we would be overall more comfortable with more diversity within the financial sector, with TD likely the best addition considering BNS is owned elsewhere. It really comes down to a question of how much risk an investor wants to take. We are of the view that any stock, any time, could see a very large drawdown. Investors with giant positions need to be comfortable with that possibility. A big hit on a big position can set back a portfolio's return for years.