Investment Q&A

Q: What are the reasons that the growth portfolio for 2018 (-16.86%) underperformed the TSX(-11.64)? Shouldn't your growth portfolio done better considering it has some of the best rated stocks out there?

Q: As of today, what are your top 2 picks from each of your 3 portfolios?

Thanks as always

Dave

Q: Hi 5i,
My current strategy is to have a hybrid approach so that I have some of the income portfolio holdings, some growth and some from balanced. In addition I have taken the same approach with US holdings and UK/Australian (to a lesser extent) so my version is diversified (both by sector and geographically, well hopefully) and I think of it like a balance equity portfolio.
Generally how does this (balanced) approach compare to the income or growth portfolio which seems more targeted in its purpose. Are there persuasive arguments to follow one style over another?
Thanks
Mike

Q: As a follow up to a question on CLS, which stocks in the three portfolios are on your "intensive care list" for monitoring, or do you keep a close eye on all the holdings?

Q: I have about 100k in invest in a non registered account. Would like your recommendations on 10 small cap companies. Looking for growth companies for the next 5 to 10 years. Thanks

Q: Hello there , I recently joined the 5I research and I have 20K to invest. I like to the Growth Model Portfolio. Where should I start investing , should I just pick company at Random and start investing on it.. Suggestions / Advice very much welcome.

Q: Which 5 stocks from each of the balanced and growth portfolios would you recommend applying new money today. 20+ year horizon in TFSA.

Q: Along the same vein as Jeremy's question of July 18th, when it comes to the positions held in the 5iR Growth Portfolio, what would you suggest, or rank a most likely fine or some combination to achieve diversification to be held in a TFSA?......Thanks to 5iR for your outstanding service, like it's so real life educational about equity investing.....also to Jeremy's for his question, too......Tom

Q: Hi Peter/Ryan,

What is the current value of all 3 portfolios with an initial investment of $100,000 including any dividend income.

Thanks

Q: Which stocks in your growth portfolio might be the safest and suffer the least in a major market correction, or a prolonged bear market, thanks?

Q: Hi there,

I currently hold almost all of the names in the Balanced Equity Portfolio and would like to dip my toes into the Growth Portfolio. What are your currently top 5 ideas from the Growth Portfolio whose risk profile would be the most similar to the names held in the Balanced Equity Portfolio?

Thank you!

Q: Hi there, thanks for the updates on your portfolios! I mostly follow your Balanced Equity Portfolio with a few swap in towards growth (ie: KL, SHOP, PHO, PEO, COV, GSY, DOL etc) - in other words I dont' mind risk, but not on the extreme end of the risk spectrum. I like the names like PBH, KXS, SIS, TOY as well. That being said, If I wanted to buy 3 of 5 names that were added to the BE and Growth Portfolios, which would be best suitable for me: RHT, WEF, TCK.B, VB, LIQ

Thanks so much!

Q: In your different portfolios which stocks are dept free and have lots of cash
Thanks

Q: I am in the process of building the Balanced and Growth portfolios, and I would like to take advantage of the recent pullback. I had been waiting for a correction to buy SHOP, but I notice that not only did it not decline much, but that it has recovered extremely quickly. I was under the impression it would be very volatile. Apparently not.
Anyway, could you please help me order in terms of priority to buy the top three or so securities that I don't currently have in the two portfolios:
Balanced: CAE, Celestica, Altus, Parkland, Sun Life, Stella, Sylogist
Growth: Dollarama, Covalon, Photon, Shop, IWO
In terms of best in the sense that they were unfairly punished and therefore have the most potential going forward?
Thanks for always great insight.

Q: Considering the big drop today is a great buying opportunity, which would be your top picks from the balanced and growth portfolio ?

Q: Given the dump the market has taken the last few days, I would like your opinion on to the underlying reasons behind it and which companies, specifically from the growth portfolio, you feel are the best buys because of it.

Thank you in advance,

Brad

Q: S&P,DOW & NQ are up between 7% to 9% YTD after huge advances in 2017.But the TSX is up less than 1% YTD after 5.5% in 2017.A shameful display,being one of the worst performer in the world in 2017.Thank goodness for the consistently good results of 5I year after year since inception in 3/13.So I need your expertise here again.Please advise 1) BEPORTa)Best 5 overall & b) best 10,one from each sector. 2)GROWTH a)Best 5 overall & b)best 10,one from each sector. Please rank the best 5 from the above 2 portfolios.Thanks a lot for u usual great services & views.

Q: How do you like to determine the future growth of a company? What metrics do you feel gives the best projection of growth if you are looking at /comparing companies on Morningstar?

Q: Please name your top 3 growth names from the portfolio. How does PEO rank in your view?
Apologies for the lame question.
Thanks
Karim

Q: Hello Peter/5I Team
Please list your top 10 stocks from the Balance or Growth portfolio that you think will have the greatest upside potential in 2018.With no consideration to diversification or weighting.Thank you for your great advice in 2017.
Merry Christmas and a healthly New Year.
Regards
Claudio