skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Own the following symbols in my TFSA:

ATZ AEM AC BNS BYD BAM.A CCL.B ENB KXS MG PBH SLF TFII TOI WSP

Please suggest a new position from the Balanced Portfolio.

Thank you
Read Answer Asked by Hali on September 13, 2021
Q: Thanks to your stellar advice, I now have three stocks over 5%: WSP (up 156% in a non-registered account), GSY (up 105% in a non-registered account) and LSPD (up 325% in a TFSA) . Based on past guidance to 'let winners run', at what point would you suggest I start rebalancing? Call me a very happy 5i client!
Read Answer Asked by Maureen on September 13, 2021
Q: Hi team,

Two questions in one. Currently own DOL and MG for consumer cyc stocks. Although both have headwinds in the next year or so, I am more frustrated with DOL. Can you please suggest a large, medium and small cap which 5i really likes in that space to replace DOL.


Second, I hold XAW in my rsp, they also offer XAW.U.ca. Would it make sense to sell XAW and buy the .U version. Adding another layer of diversification in currency?

Thank you
Rino
Read Answer Asked by Rino on September 10, 2021