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Investment Q&A

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

Q: Hello,
I was lucky enough to invest in NVIDIA 3-4 years ago but it has grown to around 15% of my portfolio. I’m considering trimming it to 6-7%. I want to replace with other companies in the tech sector, which ones would you recommend for a 10+ year hold? My only other tech holding is Kinaxis.
Thank you for your help.
Read Answer Asked by Mark on July 27, 2021
Q: As of today, what would be your top 10 most stable Canadian companies, or ETF's, to invest in. Stable meaning those best able to ride out any market or economic downturn. Dividends are always nice but not essential. Thanks as always.
Read Answer Asked by Curtis on July 22, 2021
Q: Hello. I am looking to add a name or two that has been weaker over the last month or so that offers some good value and above average prospects. Could you please suggest a couple names in both US & Canada that look interesting here? PS I have enuff financial exposure currently too. Thank you
Read Answer Asked by Martin on July 21, 2021
Q: If you had to pick three out of the above for a TFSA today, which three would you pick?

Thanks!
Read Answer Asked by Andrew on July 20, 2021
Q: I have a number of laggards in my portfolio that have been dramatically outperformed by peers during this year's rally, many of which I already own. I realize that you have generally rated these as 'hold' when asked in the past-yet I'm seeing a substantial opportunity cost to holding while others hold momentum during these hot markets for tech, industrial and commodities.
Any thoughts on whether it is worth continuing to hold and would you advise replacing at this time. ie on the balance of possible outcomes, would I be better off to stand pat or shift over to comparables within the sectors?
Thanks,
Peter
Read Answer Asked by Peter on July 19, 2021
Q: Hi Peter,Ryan and 5i team,
Our grandson’s RESP ( age 7) is overweight in technology having Descarte and Kinaxis. Both have done very well, Do you think it is time to rebalance or continue holding. Which company in your opinion should we sell if any.
If we sell, we would like to add another holding. Please suggest a couple of names that would round out his portfolio.
Thank you as always and enjoy the summer.
Read Answer Asked by john on July 09, 2021
Q: My KXS shares have recently doubled and haVE exceeded my arbitrary 5% holdings threshold . I have a long term view of my tech holdings but wondered if you think selling off some KXS for Topicus or LSPD (or both) is worthwhile for some added growth for the next 5 years?
I am not adverse to holding onto to KXS if you think it could revisit its historical high in the next 12 months.
Some shares are in a TFSA and some in a registered account.

Thank you for your continued support.

Kevin
Read Answer Asked by Kevin on July 07, 2021
Q: How would you characterize and rank the respective valuations and growth potentials for these 4 companies? Other suggestions for growth and diversification in an otherwise pipeline, bank, insurance company and telecomm-heavy retirement portfolio?
Read Answer Asked by David on July 06, 2021
Q: Hello 5i
How would you rank the listed companies?
I would like to add NVIE. ,but also need to either sell one of the listed companies or reduce all equally.
The companies are equally owned.
Your opinion is appreciated.
Thanks
Cal
Read Answer Asked by cal on July 02, 2021
Q: I'm really overweight in IT. Close to 35% but I need to get down to 20% or less. IT holdings are: KXS (3.1%); SHOP (16.9%); CSU (5.2%); TOI (0.4%); DND (0.2%); LSPD (2.0%); SYZ (1.4%); PHO (1.0%); CRWD (2%); NVDA (0.7%); DOCU (1.5%).

Not sure if it makes a difference but all are in TFSA except KXS, CRWD and DOCU (cash/margin account). Due to the fact that I'm working I don't want to trigger any taxable gains if possible. Obviously I need to trim SHOP by at least 1/2.

SYZ seems to be a laggard since it has only appreciated 45% in almost 7 years so I think I should sell that. Do you agree? (assuming a balanced portfolio).

Aren't DND and PHO going to be purchased?

I'm emotionally attached to the high gains otherwise... What's your suggestion on how to bring down my IT holdings in a tax efficient way?
Read Answer Asked by Brenda on July 02, 2021
Q: Good morning Team. Loving the website uptake. Managing along with my 3 adult kids (18,21,24) their TFSA. They have done very well with above. Recently sold OTEX and KXS which 2 older ones have held for 3-4 years. Advice should they consider
1. adding 2 new Canadian growth stocks or
2. should they add to five remaining ones

Realize very tech heavy but their time Horizon is long. Any advice would be much appreciated. Thanks. Chris
Read Answer Asked by christopher on June 23, 2021
Q: hello 5i team, I am 68 years old. As I get older I like to simplify my portfolios. Above is my CDN holdings. I have a U.S. portfolio of about 15 blue chip companies.
from this list which ones would you keep and which ones to sell? and time frame to sell? now/ 6 months+?
I appreciate your guidance.
Carlo
Read Answer Asked by Carlo on June 16, 2021
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