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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: I have read your previous responses to this company question and understand recommending for or against will not be answered. I am wanting to know more about the holdings and the make up of this company/fund. Is there an MER? Is the holdings just uranium or am I right that they are moving in rare earths? A general overview of what they do with not recommendation would be appreciated. Thanks
Read Answer Asked by Kolbi on July 03, 2025
Q: Seeking 5i advice regarding investing approx. $600,000 into Canadian ETFS for income and balanced approach. Considering TD Canadian Equity Index, for perhaps $100,000..
Could I please have your recommendation for the remaining amount.
Thanks in advance for your help
Rick
Read Answer Asked by Rick on July 03, 2025
Q: Would you please (crystal ball required) provide me with 5 Canadian 5 USA stocks , any sector, to hold for the next 30 years, comes to mind stocks like MSFT JPM AMZN COST TSLA , the stocks I'm looking has potential for sustained growth, innovation, and resilience in the face of economic changes. Of course 30 years is a long time and anything can happen.
thank you
Read Answer Asked by Fernando on July 03, 2025
Q: Hello 5i,

Trumponomics is laying waste to "green" energy. Can you list 5 stocks in Canada and 5 stocks in the USA that would be most affected? Is it worth hanging onto a small position of BEPC after the news? We have a small loss at this time.

Thank you
D&J
Read Answer Asked by Jerry on July 03, 2025
Q: Received a notice regarding TD Mutual funds class action on trailing commissions paid to discount brokers.
Is this worth pursuing?
Thanks

Richard
Read Answer Asked by richard on July 02, 2025
Q: The ETF symbol QDVO is only a few months old. It is run by the same 5-person team that manages DIVO. The team is headed by Kevin Simpson who also head-manages the ETF symbol DIVO . DIVO has done well for my portfolio (if one includes distributions) and this prompted me to look into QDVO.

DIVO leans more toward value and dividend stability, whereas QDVO brings a growth tilt to the same income-generating playbook. I was looking to blend upside potential with steady cash flow and wondered if QDVO might be a compelling enough complement to the already held DIVO. Both ETFs are for RSPs. I would welcome criticism, critical comments, thoughts, and insight. (Perhaps I am making too much of who runs ETFs?).
Read Answer Asked by Adam on July 02, 2025
Q: Are there US stocks that fall under the buying opportunity for 3-5 years compared to a Long term hold ( > 5 years ). Or vice versa.

Can you please suggest 5 for each? Do you prefer US or CND equities these days, and why?

Thanks
Read Answer Asked by Nick on July 02, 2025
Q: Hi 5i Team - First a general question on the topic of AI. Is agentic AI the sequel to generative AI and from an investment point of view are companies that are developing or involved with agentic AI ones we should be looking at now. Specifically is UiPath one to invest in along this theme and do you have any suggestions for other ones that may be equal to or better than UiPath. Thanks.
Read Answer Asked by Rob on July 02, 2025
Q: Hi, what is your preference in order of these ETFs UMAX, ZWU, ZWC or is there other covered calls that you prefer. Please place in preference order. Also in which account type would each be best suited for including your picks.
Thank you
Read Answer Asked by Di on July 02, 2025
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