Investment Q&A

Q: Doing a rebalance in my portfolio. What % or weight would you consider as optimal with BN. Looking at it as an anchor that I will leave alone for 10yrs.

Q: Does this fund have a "Fund Facts" document? I mean the regulatory document not the company promotional one. Cannot seem to find it on their website. Actually looking to see if they have a trailing commission>

Q: does Tesla and Google have shares in Space X? If so is this a way to play the Space X story?

Thanks Dave

Q: My TFSA portfolio has done exceptionally well in large part due to the invaluable information and coaching provided by Peter and the rest of the 5i team since 2013. Thank you very much for helping to build our intergenerational legacy.

I plan to use a fraction of the assets in my TFSA to set up a high-growth, moderate high-risk concentrated 10 stock six-digit sub-portfolio with a 10 year time-frame and hoping for a 5-10 fold target. The idea is to select the best high conviction durable names, maximize capital gains compounding, and minimize dividend drag such as US withholding tax in the TFSA. With the help of my chatbot assistant, it looks like a base case of 17-25% annualized is required to reach the 5-10x target, even with periods of significant drawdowns and bull cases. Obviously stock selection and staying invested for the long term are key.

My initial tentative selection of 10 stocks NVDA, ASML, MSFT, AVGO, NBIS, GOOG, TSLA, CCO, NVO, and SHOP with weightings ranging from 6% to 16%

Could you please critique my strategy and the stocks selected. Suggest improvements including alternative names to consider as replacements that you feel might work better.

If you were creating such a portfolio for yourself which 10 names would you select.

Q: Is it still time to be in defense stocks today ? If yes, witch ones and please specify in order of preference. Thanks.

Q: Looking to add to my tfsa with one of these companies for a 2 to 3 year hold. Would you please compare their outlook and which mighty you prefer? Also,a recommended entry price for each . Thanx.

Q: Why did Prudential s stock go down ?I already hold some in my portfolio.Is it a good opportunity to buy more ,or is it better to sell?
Thanks !
Nancy

Q: Hey,

You guys often do some great research that includes lists of companies eg. Stock screeners and others.

What i think would be very helpful to you subscribers is hilite in yellow liner the 2 or 3 stocks that 5i research likes best in the grouping.

I know you list them in order of some quanitative data eg highest to lowest growth rates, but that doesn't necessarily mean that going forward the one with the highest past growth rates has the best future potential for growth.

Would like to hear if you think this would be feasible for you to use on future analysis and lists that you generate.

Thanks


Sheldon

Q: Would welcome your thoughts on the LPs that are offered to accredited investors- what is your experience in general - it seems like an attractive way to gain exposure to private co- but there are lots of fees and of course no assurance you are getting a good price

Q: With oil prices high what do you think of phx for growth and income.

Q: After last earnings report is Tractor Supply Company still a long term hold or sell?
Thanks

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?

Q: What does SCOT:CA have? Do you see it as a favourable investment, and why or why not? Thank you for your excellent service.

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.

Q: Good morning 5i,

At what price point does RTX become a favourable buy again? And has something crucial changed with it?

Thank you.

Q: A bit weak lately. I would have thought with all the world unrest and "ammo" in high demand and being expended that they would be showing more strength. Thoughts please. Thanks

Q: SPA Would love your thoughts and analysis of this small cap BC mine with Wheaton buying in on a 1.5% royalty!
Thanx as usual
Gary

Q: Psychedelic drug stocks are surging after Trump's order to fast-track development for medical use.

Any you would suggest to buy a small amount? Canada or US?
Thank you.

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

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