Investment Q&A

Q: NVDA has now grown to 8% of my portfolio and I am considering paring it back down (again) to 5%. I don't have any crypto exposure, so am looking at investing the freed-up funds in HOOD. This would bring my investment in financials to just over 30%. I know you can't comment on individual allocations, but if this were your portfolio and you already held BN, BAM, X, V and HMAX...would you be concerned about putting too many eggs in the same basket? Or would you feel there is sufficient diversity within the already-held funds to add HOOD? Thank you.

Q: For a long time, BAM and BN were relatively close in share price. Why the $10 difference of late ? Does BAM need to catch up or has BN had too good of a run of late (and needs to come down) ? Or is this the new normal and how it should have been all along ?

Q: Have you warmed up to OWL since your March 2025 comment? OWL currently rates a strong buy in the financial sites I have access to. If your views are unchanged, do you have another private equity-cum-asset manager that you favor? OWL seems to have stronger, favorable buy ratings than BX, or CG. If not OWL, would you prefer Apollo and why.

Q: BN is sitting at 7.5%, AXON - BKNG are 5% and the rest are 3% positions totaling approx. 83% of my stock assets. I have some 1-2% positions in my cash account (GSY, ATZ, PRL, CLBT, HPS.a, BNS,SU, TMDX, TVK and CNQ. I'm heavy tech, financials and industrials going into H2 2025. Would you add to, remove or change anything is this was your account (assuming you're 52 and plan to retire in 8 years). Not looking for a person allocation but rather if it was you, what might you be looking to adjust, if anything. Note I have no utilities currently. Thanks and have a great weekend.

Q: For the listed stocks above, in what order you purchase them....the top being the first/? Also what would be a suggest purchase price?....Thanks for your insights....Tom

Q: You answered to a question this week,mentioning that dividends of BAM were qualifying for canadian dividend tax credit : is this still the case now ,since the headquarters are located in New York since 2024 ?

Q: I can't keep all these Brookfield companies straight. If you want some growth with a dividend, for a long term hold, which would you prefer and why?

Q: Hi 5i,
Without concern for diversification, if both owned but at relatively small weights, would you shift out of one to top up the other? My PF suffers from extreme weightings ranging from 20% positions to approx 1% positions. I expect I would benefit from addressing the lower end ie buy more or sell decisions.
Thanks

Q: Hello all,

I am helping aid my young adult children in developing a portfolio of strong companies that pay a dividend. They were not comfortable buying during the VIX 30-50 range so they have not benefited from the recent rebound.

They are looking at holding any of these positions for 5 years (when they may need to liquidate a bit for a down payment on a property)

Please note, the American equities would be CDRs and hedged.


Here are my questions:

What entry point/range would you be comfortable buying any of these securities listed?

Do you recommend half positions in any of them at this time? Please list.

Taking into account the time frame, are there any companies you would recommend not buying?

Are there any sectors (with a particular security) which perhaps I should consider that is not on my list?

Please mention if there are other securities that might be better in satisfying the stated objective.

Do you forsee any problems with this approach and do you recommend something else to help offset anything?

I know that you don't have a crystal ball but your opinion is appreciated.

Please take as many credits as required.

Respectfully,
Arturo

Q: I hold both GSY and BAM, and I'm considering increasing my stake. Historically, BAM has outperformed GSY over the past few years. Both stocks have similar dividend yields. Which one would you recommend I prioritize, or should I consider adding to both? I'd appreciate your insights. Thanks

Q: BAM has dropped significantly this morning. What's behind the decline? I'm considering adding to my position - is now a good time? Thanks.

Q: Now that BAM has moved its headquarters to the US, does it make its shares a foreign asset for the point of view of the CRA? To your knowledge does it need to be reported on the T1135 if the holding exceeds 100 000CAD ? What if the BAM position that exceeds 100 000CAD is held in a RRSP or TFSA, would there still be a requirement for the T1135?

Q: A Market Call guest stated Brookfield's annualized return was 18% over 30 years leading me to wonder if there was a way to calculate such a number by including the number of spinoffs which have been many. Can you confirm or deny the 18% claim?

Q: Which names in the Growth and Balanced portfolios respectively do feel best about currently for a 3-5 year hold? Any related sector comments?

With thanks.

Q: What is the RISK % out of 10 for each of these three stocks?.....Tom

Q: Can you please breakdown (in percentage) what BN holds (ie. BAM, BEP, BIP, etc) and what BAM holds?
Thanks!

Q: What are your top suggestions for the best positioned Canadian and US dividend paying stocks where dividend is safe and where the stocks have some potential for growth? Thank you.

Q: CSU or BAM? 5 year hold.

Q: Hello 5i,

We are looking at our fixed income and dividend portion of our portfolio. Dividend stocks are 6% of our overall portfolio.

Bam 3.19%
AW 2.59%
BEPC 5.41%
DIR 6.69%
NTR 3.95%

We want to add another 2% to dividend stocks. Add equally to the above or, add ZEB or CDZ?

Thank you
D&J

Q: I was under impression from your answers on BN and BAM that BN would outperform BAM in share price since BAM pays a dividend. Looking at both stocks the opposite is happening. BAM is outperforming BN and even more so when the div is included. Could you confirm? If my observation is correct could you explain how this is happening? Again, if i am correct and BN was your holding, would you switch to BAM? At this point i am not looking for a div so i would be fine with dripping. Is there a possibility of this trend reversing? I guess i could own both. what would be the split ratio that would reflect the relationship between BN and BAM that you would suggest?