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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: In January you suggested a portfolio for 2025 could look like the one noted below. I’m 90% invested. position size is a high of 5% (full position) and 2.5% (half position) depending on my perception of size/risk. Based on the current climate, I lowered Nvidia is down to 3.5% - anything you would modify today? 5i - a mix of quality Cdn. and US stocks, with a lean to growth: GOOG, NVDA, VRT, CLBT, AXON, JPM, RTX, CRM, NBIS, ISRG, BKNG. CSU, TRI, BN, WSP, WELL, GLXY, CLS, ENB, TD, SLF, V, BAM, COST and CRWD. Calling out I also have a 4% position in Amazon and 2% Shopify.
Read Answer Asked by Don on February 26, 2025
Q: On the Balanced Portfolio, which stocks would you initiate positions in, given current risks and prices?
Read Answer Asked by kevin on February 26, 2025
Q: TOU has been range been bound between $60 and $70 for the past 2 years. Natural gas has hovered between $1.60 and $3 over that same timeframe. In the past 6 months, gas has more than doubled to $4.10 today and yet TOU has only grown 8.5% in that same time frame. What is holding back the price of TOU ?
Read Answer Asked by Mark on February 26, 2025
Q: I am looking to offset some equity risk with fixed incomes or proxies of the same that ideally have some capital gains potential. Could you please comment on the risk level of some of these bond proxies, as well as preferred shares, from a risk perspective?
Irrespective of whether we have tariffs coming it is difficult to say that the unpredictability will stop.
Read Answer Asked by Peter on February 26, 2025
Q: I believe Trump is bluffing about tariffs on Canada, especially tariffs on auto industry.
Even if enacted, they will be removed shortly.
What companies ie stocks would you see as especially poised to move up?
Please list them from most upside potential to least, please add others if applicable

Read Answer Asked by JR on February 26, 2025
Q: Hi 5i Team,

I'm looking for an ETF that would be similar to VE, to invest in Europe, that I could purchase with US funds in an RRSP. I would like the dividend/payout to be at least as high as VE. I might even prefer an ETF with top quality companies in Europe (e.g., top 50, or 100) with a tilt towards industrials/consumer disc/staples, if something like that exists with a decent payout? I'm already overweight in financials and US tech.

I'd appreciate any ideas you might have.

Thank you,
Lisa
Read Answer Asked by Lisa on February 26, 2025
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