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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: hello, wonder what you suggest for global diversification, currently my portfolio is about half Canadian (XIU, FCCM) and a third international (EWY,ILF,VEU, VA.TO, VIU.TO)
I had 15% in ZSP last year but was disappointed with the performance and FX hit.
I only have CAD$ left to invest would you suggest putting that into US funds in spite of the sluggish performance in the last year?
If so which fund would you suggest, ZSP, VFV, or perhaps an equal weight fund such as EQL.TO
Read Answer Asked by Rob on March 05, 2026
Q: In quarters in which HPS.A does particularly well, executive compensation tends to sink the shares. Earnings are due on March 18. Is this one of the quarters likely to produce significant executive compensation or will comparison to the previous quarter dampen the exec comp and help the shares?
Read Answer Asked by Ken on March 05, 2026
Q: Galaxy had a big jump today. Was this due to Kraken or price of bitcoin and if Kraken can you please explain this? Since delisting from TSX will TD investor services automatically convert shares to US like when Newmont delisted or do we need to call them. Do you know when it will delist?
Read Answer Asked by Neil on March 05, 2026
Q: What do you think of FNR?
Read Answer Asked by Marie-Noelle on March 05, 2026
Q: Hello 5i,

We are nearing our max contribution to our TFSA's by transferring excess RRSP funds. We have never used a non-registered account. Can you suggest 5-10 stocks that should be in a non-reg account and why they are best in a non-reg over a TFSA Would you add GLXY or ETHQ to a non-reg due to volatility?

Thank you

D&J






Read Answer Asked by Jerry on March 05, 2026
Q: I have owned this stock for a long time and it now accounts for 6% of my portfolio. I normally trim around that percentage unless the stock is seen as having continued growth and reasonable stability. I see that it is over 6% in the 5i income portfolio. However, I still bear the battle scars from a couple of past short reports on this company and although it has obviously recovered from those attacks, I can't help but wonder if something/someone is lurking in the weeds. I know you don't have a crystal ball but given its history, would you be comfortable letting this company grow to a 7% level which is about the max for me?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on March 05, 2026
Q: Greetings 5i team,
I see that CSU, SHOP, CLS and GIB.A account for about 83% of XIT but neither TOI nor LMN are held directly in XIT. Bit of a math question: if we were to break LMN and TOI out of CSU, what % break down of XIT would LMN, TOI and CSU (thus reduced) represent?
Thank you
SP
Read Answer Asked by Steve on March 05, 2026
Q: hi folks, thoughts on Q4 results for Genius Sports....seems to be getting stronger/better each Q....any thoughts on when big acquistion might close/ synergies....and are you still comfortable holding / buy....I see Sportradar reported seemingly good Q results, but took a hit to new lows.....currently have position only in Geni...thx as always, jb
Read Answer Asked by John on March 05, 2026
Q: If United States walks away from CUSMA how would you position your portfolio to shield it
Thanks for the help
Read Answer Asked by Sam on March 05, 2026
Q: I very much enjoyed reading your AI Stack report and have adjusted some of my holdings accordingly. I hold: NBIS, NVDA, AVGO, MU, TER, VRT, GOOG and MSFT. All between 2-3% weighting. Do I need to hold both NVDA and AVGO? If not, I would sell AVGO. Assuming AVGO is sold, which would you be inclined to top up: NVDA, NBIS, MU, TER, VRT or GOOG? Thank you.
Read Answer Asked by Maureen on March 05, 2026