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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: Re: Non-registered account. If a BUY transaction was done within the prior 30 days and now a PARTIAL SELL transaction is done resulting in a loss.....

QUESTION: Is the tax loss claimable or does the loss amount need to be considered superficial and added to the adjusted costbase of the remaining position? No further transactions would be contemplated for at least 30 days after the most recent PARTIAL SELL transaction.
Read Answer Asked by Richard on May 13, 2025
Q: Hello 5i,
In response to Christopher's comment pertaining to Retirees - impending or current - another option would be to create that specific topic in the Forums. The forums have some extremely knowledgeable and helpful folks who contribute regularly and if members were directed to that venue, then perhaps even more folks could contribute with "real life, real time" input and share resource information, experiences, etc.
Cheers,
Mike
Read Answer Asked by Mike on May 13, 2025
Q: Please rank the following US and CAN names in order of preference today for a growth oriented investor.

US: NBIS, GSHD, SYM, CTLP, FOUR, SRAD, PLTR, APP, GENI
CAN: KSI, HPS.A, GLXY, DTOL, SYZ, DEFI

Thank you!
Read Answer Asked by Andrew on May 13, 2025
Q: I have above stocks in my RRSP I like to drop FFH and trim CSU LMN (i'm up 150% on both), like to add AD.UN DIR.UN or T, trying to increase my income as I'm retired, the idea is to preserve capital, is it a good time to add this new stocks ? thanks
Read Answer Asked by Fernando on May 13, 2025
Q: Hi 5i,

In response to Marcel's question on retirement planning:

This link takes a little trial and error based on variables set by the user. I found it very useful for Meltdown strategies for RRSP's. .

https://mayretire.com/

D&J

Read Answer Asked by Jerry on May 12, 2025