skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: BN is sitting at 7.5%, AXON - BKNG are 5% and the rest are 3% positions totaling approx. 83% of my stock assets. I have some 1-2% positions in my cash account (GSY, ATZ, PRL, CLBT, HPS.a, BNS,SU, TMDX, TVK and CNQ. I'm heavy tech, financials and industrials going into H2 2025. Would you add to, remove or change anything is this was your account (assuming you're 52 and plan to retire in 8 years). Not looking for a person allocation but rather if it was you, what might you be looking to adjust, if anything. Note I have no utilities currently. Thanks and have a great weekend.
Read Answer Asked by Don on June 24, 2025
Q: According to Grok: “Over the past ten years, the technology sector’s share of the S&P 500 has grown from ~18% to ~32% (or ~40% including tech-related firms), driven by the dominance of mega-cap companies and innovation in AI, cloud computing, and software.”

Do you think BRK has a reasonable prospect of outperforming the SPY given that BRK has a low level of tech exposure. I am concerned that BRK will underperform going forward unless they gain greater exposure to the technology sector.

Thanks.
Read Answer Asked by Joel on June 24, 2025
Q: I hold these in roughly equal amounts totalling around 30% of my RRIF where income is more important than growth. Should I consolidate these or just leave alone ? Thanks . Derek.
Read Answer Asked by Derek on June 23, 2025
Q: Everyone, my purchase price was $43.10. Due to the recent changes in cryptocurrency by the US, should I reduce or delete my exposure to Visa and purchase a cryptocurrency stock. If yes to reducing or deleting my exposure to Visa please recommend a cryptocurrency stock(s). Clayton
Read Answer Asked by Clayton on June 23, 2025
Q: Here are two stocks that well performed since the last weeks. In view of rebalancing somewhat a portfolio, do you consider it's a good time now to envisage some trimming, or do you think the momentum has a good probability to be continued on the mid term?

Thank you very much in advance
Read Answer Asked by Gabriel on June 23, 2025
Q: Reliable dividend hunting
I currently hold a variety of solid dividend payers like ENB, PPL, some banks, MSTY - and a few more. With MSTY I have taken on extra risk and counting on the current high monthly dividend to justify that risk.

I am looking to add substantially to these and specifically NLY, JPMO (which shows a yield of 30% on RBC DI, and JPM.PR.O (6%).

Your assessment of the these candidates in light of my objectives to increase dividend income and reduce the growth portions of my portfolios.

Thanks
Read Answer Asked by Donald on June 23, 2025
Q: What are your top 3 sectors (ex tech) to invest in the US right now for the next 3 years ? I am looking to hold 3-5 years.

Please name your top 3 ideas (ranked if possible) in each of your preferred sectors for an investor with moderate to high risk appetite, regardless of market cap.

Thank you
Read Answer Asked by Karim on June 23, 2025
Q: Can you please comment on Sprott Silver Miners & Physical Silver ETF (SLVR). The ETF is new as of early 2025: does it pay a dividend? I am looking for small cap silver miner exposure and SLVR appears to hold 64% small caps less than $2B. Most of the holdings are in Canada. I don't know how much Eric Sprott has control over the holdings. Or is SILJ a safer bet: it has about 34% small caps, $300M to $2B and pays a nice dividend of about 5%.
Read Answer Asked by Grant on June 23, 2025
Q: Role play. You're you giving yourself advice:

Assuming the market is going to puke all over itself today, what are you buying and how long are you waiting to pull the trigger on it?

Everything is long term hold.

Thanks
H
Read Answer Asked by Harrison on June 23, 2025
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!