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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, I own GOOG, MSFT and AMZN which make up the bulk of my US investments, but I have been underweight US in my portfolio mostly because of fear of the detailed T1135 which doesn’t make for very sound investing/portfolio management. I am thinking of adding EQL (CDN listed and not overweight tech) and XSU (CDN listed as an IWO proxy) to get a bit of small cap growth potential. I would aim for about 80/20 respectively, and for perspective, EQL would end us being about 15% of total equity portfolio. Can I have your thoughts?
Read Answer Asked by Stephen R. on April 27, 2026
Q: I have NBC760 as one of the last mutual funds I own. I noticed the benchmark tsx small cap performed tremendously well last year and this one lagged. Would you recommend switching to something like XCS? Or something else? With the huge run-up in the last year is this still a good time to buy xcs? Can u also give some background as to why the huge increase.
Read Answer Asked by Everett on April 27, 2026
Q: Hello 5i team,
I sold topicus near its high last year and was thinking of getting back in. What are your thoughts on it's current status? Being in the balance portfolio, are you still good with it long term? This is more to add another tech stock for sector balance. Are there other equity suggestions?
Thank you,
Andrew
Read Answer Asked by Andrew on April 24, 2026
Q: I'm down on all of these. Simply, buy more, sell or hold
Read Answer Asked by Frank on April 24, 2026
Q: Looking at these 4 as confirmation of AI buildout. Do you agree? If so, would you advise taking position individually [please rank] or as a package [equal weight]? Or, on a risk/reward assessment, please recommend better investment choice for AI buildout [stocks or ETFs]. Thanks
Read Answer Asked by sam on April 24, 2026
Q: Had used both of these vehicles for holding Cash in my TD Waterhouse Accounts. I checked on most recent Payout and it appeared the monthly dividend was Less than 2% on CASH:CA whilst TCSH:CA was around 2.3%. After checking a couple sites CASH claimed to be paying 2.3 as well. What do you see as CASH Payout currently?

I have switched to TCSH:CA because TD charges trading commissions on using CASH whilst TCSH:CA etf is commission free as of today.
Read Answer Asked by Craig on April 24, 2026
Q: I have a balanced position of financials in my portfolio. The banks have had a great run in the last number of years and many are now reaching higher P/E ratios, some at 15.

I continue to like banks but also feel that I should trim some of my position. What would be your view, is there a compelling reason to stay put and hold or would you trim?

Thanks
Tim
Read Answer Asked by Timothy on April 24, 2026
Q: Hello Team,

What do you think of PL and its valuation now. The stock has been on a tear. Is it still burning through too much cash? How far are they from profitability? What rating do give their balance sheet? Would you invest in it today despite its very high valuation? Or will you wait for it to consolidate? Do you think that will happen after the War with Iran?

Would FLY be a good compliment to PL, given the increased interest in all things space? Or would invest in one only?

I appreciate your unbiased insight, Always! :)
Read Answer Asked by Saeed on April 24, 2026
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