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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: Struggling with strategy within this market. Does one ride the momentum trade of stocks tied to data centre build out with huge valuations that go up every day, or does one look at a hated sector like healthcare and slowly pick away? Seems like every time there is something negative, like the Open AI news, the hot stocks sell off, but then people quickly go back to those. What should the strategy be- pick away at unloved quality or wait for the odd pullback and choose things that have the momentum? Thanks for your wisdom.
Read Answer Asked by Neil on May 04, 2026
Q: Hi 5i,

How is the report, does the new CEO passed the exam? What do you think his grade?
Many thanks.
Read Answer Asked by kwokwai on May 04, 2026
Q: I own only 1 ETF (XQQ @ 10% of my portfolio). I'm looking to move to owning 3-5 ETFs to cover the broad market and then pick away at a few individual stocks for some extra growth.

Which few ETFs would you recommend to hold for 'adequate' and 'broad' market coverage. Note that I'm looking to hold 40-60% of my portfolio in these ETFs.
Read Answer Asked by Cameron on May 04, 2026
Q: If you were to create a portfolio of USA stocks or International ETFS for lets say a 68 year old person with $$1 million, what would buy for growth and safety protection in todays market. % would be helpful.
Thanks Again
Read Answer Asked by eugene on May 04, 2026
Q: What is your opinion of the potential for a turnaround for various of these Private Credit firms? I have already put a small percentage of my portfolio in ARCC but:
a) is this firm the solid alternative it seems or
b) would I be better off with a position in BXSL,
c) the others, or
d) None at all?
Thanks
Best regards,

David
Read Answer Asked by David on May 04, 2026
Q: Hello
Does 5i have a RSI recommendation for the above.. similar to the finviz screener ?
Read Answer Asked by Brant on May 01, 2026
Q: Hello,

VNP has pulled back from its high of $36. Results are expected on May 6th after the close. Given the solid fundamentals, the critical minerals theme, and the tailwinds from AI and defence, for an investor with a 3 to 5 year horizon, would you initiate a full position today ahead of results, or would you wait for post-earnings confirmation?

Thanks
Read Answer Asked by Charles on May 01, 2026
Q: I understand that when you buy stocks, etfs of mutual funds whose distribution includes all or some ROC, this reduces your ACB and increases your future capital gains when you sell the asset. Does this become an onerous task, tracking each and every ROC payment across your portfolio and deducting it from your each ACB each time. Is there an easy way to do this? I assume the CRA must track this to ensure you are not avoiding taxes?
Read Answer Asked by Scott on May 01, 2026
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