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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: Hi 5i team.
about 5 weeks ago sold AEM and FNV for tax loss and bought ABX as a proxy.
Have a 2-3 % weighting in gold.
For a conservative retiree, would you suggest to sell ABX (small gain which is good) and go back to AEM and FNV for longer term holds?
Thank you.

Read Answer Asked by Tulio on September 12, 2022

Q: 3 questions

What is the annual return for ENB since it went public when you include dividends & largest drawdown?

Would a 20% position in ENB for a retired person looking for income make sense?

What are the 5 safest Canadian & US stocks that would provide the best protection against drawdowns?

Read Answer Asked by Nick on September 09, 2022

Q: Barrick gold share price has been declining along with gold price . Would you be in favor to buy this gold miner company for portfolio diversification at this time and in this volatile investment environment? II have no gold or gold equivalent asset in my portfolio. I have refrain from a gold as a diversification asset in my portfolio so far. Given the perhaps opportunistic share price I am tempted to buy it for diversification. It does have a divided as well.
Thanks for your opinion in this matter.

Read Answer Asked by Miroslaw on July 25, 2022

Q: Hello team, from the list above could you please rank in order to:
1> Keep and or add for full position or
2> Sell now & move on, and
3> what would you replace the sale positions with?

Read Answer Asked by Carlo on November 15, 2021

Q: I currently own these stocks that are underperforming in my portfolio and would like to sell and invest elsewhere.

What stocks do you recommend I sell?

Read Answer Asked by Jasmine on August 31, 2021

Q: I have about 4% of my portfolio in MNT, ABX, and K, all bought a year ago and 20-25% under water. I am having trouble deciding if I should cut my losses, put them towards better gold stocks like AEM, or get rid of my gold exposure completely. If you're in my position, what would you do? What is your outlook for gold in the next few years? Are there any catalysts for gold as a sector you can foresee? I have a hard time envisioning them doing well when the economy is growing so nicely
Or is it good to keep as a hedge against the down days like today? The rest of my portfolio is diversified enough tending towards the growthy stocks, if that matters.

Thanks for your insight.

Read Answer Asked by Connie on July 09, 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.

Read Answer Asked by Carlo on June 16, 2021

Q: Greetings,

I know 5i isn’t a fan of averaging down and while it is a strategy that has worked well for me in the past, initiating positions / timing hasn’t worked in my favour and I tend to buy the peaks. Hence the DCA strategy working for me I guess in lowering the average share price and eventually seeing some reasonable returns. Of course it tends to lead to overweight positions which I trim back. Examples are BA and vermillion.

Now here I am again in a situation. Holding ABX and BTO and down about 25%. Even so I am VERY comfortable with these 2 companies in my portfolio and I see them as complimentary to each other. I don’t see shifting way from them as I feel comfortable even being down 25%. However I am looking to DCA these 2 and bring my total gold exposure in my portfolio up from 7% to 10%. I have no other precious metals exposure. As I am aware 5i tends to be comfortable with 10% total sector position.

Could you weigh in on the narrative in general, address timing of purchases (as 5i tends to like a company and be “comfortable buying here” and seems indifferent of timing), DCA strategy, and advise of your opinion on these 2 companies, strengths, weaknesses, expectations.

Deduct as needed as my credit burn is quite slow.

Cheers and thanks for all the great advice! You have made a big difference. 🙂

Read Answer Asked by Duane on April 09, 2021

Q: Hi 5i team. I’m trying to decide on investing in KL or ABX for a bit of gold exposure. Could you give me your thoughts and feedback on their current state and future outlook to compare? Would these be good choices or do you recommend/prefer others in this group? Why? And could you rank them in order of strength in their ability to produce profits moving forward.

Read Answer Asked by Sylvain on April 08, 2021