Investment Q&A

Q: This is a follow up to Dennis‘s question on the number of stocks to hold in a portfolio. You have suggested that about 20 (15-25) is all that you need. This may be correct for a conservative investor, but I feel your client base is a little bit more aggressive. Hence 20 conservative stocks, and a dozen more aggressive ones. I have used your advice to help me invest in a dozen smaller or unknown companies of which some have done great, some have done well, some are treading water and some have done poorly. I have started all these at a quarter position, which has worked well over the years. My biggest problem is knowing when to trim the great stocks as a fourfold increase only brings them to a full position. A great problem to have. Thanks for your advice over the years.

Q: I'm down on all of these. Simply, buy more, sell or hold

Q: Looking to increase holdings in GLXY from 1.5 to 3%. Any reason to wait until after quarter results announced before starting to add ?
Would appreciate your comments.
Thank you., as always.

Q: I see that you sold your full position of Galaxy in your growth portfolio recently. How come? And do you advise or notify your subscribers about your trades in advance or shortly thereafter?

Q: If YOU were starting a portfolio right now in this market, which 10 stocks (more or less in order) would you buy with pure growth on your mind? Ignore diversification for the purpose of this question. 3 - 5 year hold. Canadian or US Stocks.

A brief explanation for each.

Thanks so much!

Q: Understanding the difference between these. What order would rank these as adds to a diversified portfolio. > 5 yr hold.

Q: One of the members mentioned feeling bad that he had missed the boat on the rising tide. I am also in that boat. I had planned to buy something but kept putting it off. That being said, are there still some bargains around? I am thinking of the usually favoured stocks such as Shop, Google, CSU etc.
Thanks for the greatest service

Q: With the quick change in the market, I feel like an idiot. On the days when things were tanking I was very nervous and didn't really add to any positions. When a growth stock goes from very high to so low it is hard to add more or start a new position. Any wisdom on this? Five that corrected a lot and are now catching a bid. What is your order of purchase for TFSA?

Q: I am looking to deploy cash sitting in my TFSA. I have "full" positions in NVDA, SHOP and GOOG. "Partial" positions in BN, CLS, BANK, NBIS, RKLB and PNG. And finally, "starter" positions in HOOD, GLXY and App.

1) Would you be comfortable with the overall balance in the account?
2) Would you deploy the funds into 2 or 3 of the existing holdings and if so, which ones?
3) Would you start a new position(s) to increase diversity and if so where would you go?
4) Would you eliminate any of the current position dues to overlap or other reasons?

Thanks,
Terry

Q: In your answer to Neil on April 2 you said Galaxy is becoming the “ Goldman Sachs “ of the crypto industry. Would you expound on this.
Thanks. Derek.

Q: Can you please explain if you still like this company and why? Happy to hold for future growth, but just want to understand it a little better and risks associated with it. Thank you!

Q: Hi team,

On Dec. 9, 2025 in a reply to Clayton, you listed stocks which could be multi baggers in the next 10-20 years.

Which stocks, in order, would be in your list of multi baggers now ?

Would you consider to update that list every 3 months ?

Gratefully,

Jacques IDS

Q: For investors already active in US names, would you endorse continuing to hold GLXY into and after the TSX de-listing? Or, for example, do you feel there are more compelling names in the US crypto space to consider for a portfolio?

Q: Hi,
Down by quite a bit on these two about 35% in my TFSA. Asking what you would do knowing weights are personal.
Would you add to one or both?
Would you sell one or both?
Would you have them in equal weight? Right now I'm at 60% GLXY and 40% HOOD between the two with both combined at 3.5% of my whole portfolio. If not, what would be your suggestion.

Would appreciate your view. Thanks

Q: Hello 5i,

We are nearing our max contribution to our TFSA's by transferring excess RRSP funds. We have never used a non-registered account. Can you suggest 5-10 stocks that should be in a non-reg account and why they are best in a non-reg over a TFSA Would you add GLXY or ETHQ to a non-reg due to volatility?

Thank you

D&J

Q: I read this morning that Galaxy is being delisted from the TSX. How does one handle this move? Do I sell and re-buy on the Nasdaq, or will the Canadian shares be automatically converted to the US equivalent? And, ... why is this happening?

Q: What are your thoughts on these stocks?Would you be buying any of these today or do you see more downside before things settle out?

Q: As of today do you consider each of these a buy/hold /sell?
Would you start a new position in any of these or wait till the market settles somewhat?

Q: Do you like this company and if so would you purchase the Canadian or U.S. version?

Q: Your thoughts on these stocks:buy/hold/wait?Entry points?
Thank you