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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 am getting older and I am trying to simplify my accounts in case my wife or daughter have to take over for whatever reason. I am moving to VBAL and VGRO as all in one type ETFs to make that happen. My question is about taxing: how are these viewed by the CRA?
Read Answer Asked by Wayne on January 13, 2026
Q: Hello 5i Guys

I have GIC maturing soon and looking for substitute as rates are too low.

I've looked at ZCS and ZLC as replacement.

I understand Bond funds are not without risk compared to GCI

But do these 2 Bonds funds look like suitable (Low Risk) investments rather than a low rate GIC?

Thanks as ever
Ken
Read Answer Asked by Kenneth on January 13, 2026
Q: Thoughts on Mastercard? I've had a "medium"-size position for several years and treated it more as a "buy-and-forget" stock. I'm thinking the recent 10% cap proposed in the US is likely just noise, but made me look at Mastercard again.

Do you think this is a good time to add to a long-term position in Mastercard or better to wait for a larger potential pullback?
Read Answer Asked by Patrick on January 13, 2026
Q: I would like to confirm that income from covered call ETFs is treated as capital gains and/or ROC, and income from preferred shares is treated as eligible dividends. If this is correct, I would see them as candidates for both non-registered and registered accounts.
Thank you.
Read Answer Asked by Dennis on January 13, 2026
Q: I'm interested in possibly buying Giax but would like your assessment of this etf. Thanks for your valuable information/opinion
Read Answer Asked by Gilles on January 13, 2026
Q: What implications do you see on the upcoming Supreme Court ruling for Tariffs? What markets or sectors do you see as being the most affected.
Thank you
Read Answer Asked by Marty on January 13, 2026
Q: Hello 5i. I'm below on my fixed income. ZAG is almost 7% of my total portfolio but I am looking to increase this to almost 10%. Is this too high for a single ETF, and/or are you still happy with ZAG, or would you suggest an alternative. I'm looking for something fairly safe with a reasonable yield. Thanks again for your excellent service. John.
Read Answer Asked by John on January 13, 2026
Q: Hello
I have owned CNQ for awhile
it is volatile and not going anywhere as compared to SU

is it worth while to switch to IMO.to and CVX (US); for abit of dividend and capital growth, very disappointed by CNQ's performance
the pipeline, if being built, shovels will not be in the ground until 2029
thanks
Michael
Read Answer Asked by Michael on January 13, 2026
Q: We have accumulated 11 healthcare stocks and 1 ETF, While LLY and ISRG are at half positions the rest are at initial 25% positions. Please advise [help!] us get to a more concentrated portfolio with a 3+ year horizon for reasonable opportunities in healthcare
Read Answer Asked by sam on January 13, 2026
Q: I've been going through my portfolio and reevaluating if some of the stocks should continued to be held or sold; one such is BYD. I've held it for over 5 years, earned some money on the dividends but its still in the red. Do you think BYD should still be held or do you have any recommendations for its replacement?
Read Answer Asked by Gord on January 13, 2026
Q: Just for fun. In your opinion what is the:

Best time of day to buy a stock? And to sell?
Best day of the week to buy a stock? And to sell?
Best week of the month to buy a stock? And to sell?
Best month of the year to buy a stock? And to sell?

Thanks,
David
Read Answer Asked by David on January 13, 2026
Q: I wanted to get your take on RKLB. I’m currently up 95% on my position, but with the recent parabolic move, I’m starting to feel it’s taking on 'meme stock' characteristics and getting ahead of its fundamentals.

My instinct is that a hard pullback is coming soon. I’m considering closing the position now to lock in these gains and looking to re-enter after a period of consolidation. Given the upcoming Neutron flight window and the Feb 26th earnings, how would you approach 'top-slicing' here versus holding through the volatility?"
Read Answer Asked by Cyril on January 13, 2026
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