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: Hi 5i Team

I’m using the 5i model portfolios for the 35% portion of my overall portfolio allocated to Canadian Equites. I’ve been investing in companies from both, the balanced and income portfolios, mostly because I’m having a hard time choosing which model portfolio is right for me. I like the dividends and income provided by one but also like the growth potential the balanced portfolio provides. I’m 50 years old and plan to retire in the next 3-5 years and would like to know if there is any criteria or guidance on what model portfolio to choose?

Thank you
Read Answer Asked by Luis on February 27, 2018
Q: I am new to 5i. I appreciate the candid views you offer your subscribers.

For those of us with smaller portfolios or those wishing to cap Canadian equity exposure to say 50% and unable add all 26 positions of your Balanced Equity portfolio what is your suggestion? I use ETS to gain USA/Int exposure and pick Canadian stocks for Canadian exposure.
Do you have a recommendation of say 12 positions for a TFSA with a 5 - 10 yr time horizon?
It is Canada so a couple obvious inclusions are a bank and insurance company followed by a myriad of sectors and companies?
Read Answer Asked by Glen on February 22, 2018
Q: Would you consider the SHOP has passed the best time of the business life cycle? Canada and U.S. Chicken Farm business, NAFTA and so on..... Just my thoughts about recent news about shop, looking back long enough, Canadian companies are just like chicken, and U.S banks and brokers are farmers. The farmers feed chicken then kill them later they want. BB, Nortel, VRX, CXR... It's another time two U.S firms joined NB feed the SHOP, last year they short SHOP, looked like they failed, now turn around to feed shop.. bet on later days/years, U.S hedge fund or brokers will "kill" the iconic Canadian company in E-com sector.
Thanks
Read Answer Asked by LEI on February 22, 2018
Q: Just an observation after following some frustrated posts the last few days. Members have the opportunity to add RHT today at what appears to be within $.04 of where you added to the portfolio. You guys definitely moved the market on it but this should be a lesson to subscribers to take your advice but be patient with it and wait for the right time to add to their own portfolio rather than rush to join the herd if there is an initial run up.
Read Answer Asked by Tim on February 21, 2018
Q: Hi, Now that RHT has been added to 5i portfolio, could you please provide an initial very brief summary on the company, including a possible 5i rating and growth expectations, specially there being no analyst coverage. Comments about the management will also be helpful. Share count seems to be large. What is the insiders and major institution holdings (separately) ? Considering that Patient Health Monitoring was touted by several high profile portfolio managers for a long time but at last, proved to be a huge disappointment to a large number of retail investors (including many of them being 5i subscribers), any relevant details will be most comforting. Thank You

PS: I know, you mentioned that there is no rush to buy/sell a stock based upon 5i portfolio changes. But, I did take a small position on Friday, but would love to have more insight/comfort before adding more. Tks
Read Answer Asked by rajeev on February 21, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!