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: Hello 5I.
I would like to sell ISRG and IBIT and buy AAPL. I'm in a loss position on both ISRG and IBIT and can use the cap loss. And I like CEO change at AAPL. Any thoughts?

Carl
Read Answer Asked by Carl on April 23, 2026
Q: Hi, my question is; if one is to by today in the crypto space knowing all are volatile but looking for maximum return during this cycle with a long term hold. best opportunity to least

Thanks Dave
Read Answer Asked by Dave on February 06, 2026
Q: Your response to Denise’s inquiry on crypto was very unsettling to me,

I quote a snippet of your answer: ‘if crypto recovers’

Can you please expand on this? What is your outlooks on bitcoin and ether? Do you estimate there is a market probability that we are entering a long winter, or do you see this as portending something worse; a total value destruction?

Please be as sobering as you feel it necessary.

Thank you.
Read Answer Asked by Karim on February 05, 2026
Q: Hi,
We own no crypto stocks. I feel that we should have some exposure in our portfolio. Now there has been a bit of a pull back… I cannot decide on what combination of stocks or ETF’s (cnd or US$) to buy in this sector for total portfolio weight of approximately 4-5%. What 3 combination of companies and/or ETF would you buy for a balanced exposure to the sector.
Thanks for all that you do!
K.
Read Answer Asked by KERRI on November 27, 2025
Q: I got into crypto at the wrong time and am sitting on big losses in ETHA, BMNR, and IBIT in my taxable account. I want to harvest these capital losses. Can you recommend substitutes that move according to Ether and Bitcoin pricing to stay in the game before I can buy back after 30 days?

Read Answer Asked by Ellen on November 17, 2025
Q: HI guys,

On CNBC last week Michael Saylor discussed MSTR and one of the things he mentioned was it was designed to be 2X BTC movement.

I'm talking short term history here, not over years.

In the past 5 days Mstr is -1.32%, 1 month it is -15.96% and the past 3 months it is - 13.43%

However BTC has performed past 5 days +4.67%, 1 month - 2.31% and 3 month +11.1%.

As you can see BTC has outperformed MSTR quite substantially over the recent past.

Why would you think this is happening? Is the MSTR trade done? What do you reccomend for BTC exposure?

Thanks


Sheldon
Read Answer Asked by Sheldon on September 15, 2025
Q: What are your preferred vehicles to hold crypto currency (bitcoin, ethereum, xrp) without holding the digital key personally? Please touch on risk levels, growth prospects. Deduct as many questions necessary.
Read Answer Asked by Joel on August 27, 2025
Q: Would you buy a Bitcoin ETF today?
Read Answer Asked by Kwang on August 05, 2025
Q: Hi,

For classification purposes, in which sectors do the above stocks fall ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on July 29, 2025
Q: Thanks very much for your really insightful answers.
Which ETFs capture the blockchain technology space? Any ranked recommendations?
Read Answer Asked by James on July 22, 2025
Q: Crypto. As a retiree, I have stayed away from the whole bitcoin field, and from afar, have watched my nephews exulting in their current success. Even at my age, I am not immune to FOMO. I am not fearful of risk but have stuck to areas that have some form of business that I can wrap my mind around. Like NBIS, and Kraken, thank you very much. If I was to stick my toe in the crypto area, what approach would you suggest? I'm guessing an ETF but which one? Thanks for your ongoing advice, to me and to all your other subscribers. Using 5i guidance over the years, I have a decently performing, balanced portfolio, weighted with RBC, SLF, ENB, the Brookfield gang and the like. A dash of crypto? all the best
Read Answer Asked by alex on July 16, 2025
Q: I have a low cost base on MSTR and it has become wildly outsized as a position in my portfolio. I want to maintain significant exposure to BTC and crypto more generally but diversify this exposure to maintain my exposure levels while reducing the company specific risks that I currently have. To keep this outside of being direct investing advice, if you were to start a small crypto portfolio using $10,000 and wanted MSTR to be a part of it, what else would you buy and in what position size to enjoy diversified crypto exposure? Note, it doesn't have to be all directly tied to BTC if you think ETH or SOL deserve attention.

Thanks!
Read Answer Asked by Tim on July 15, 2025
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!