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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: Looking to increase exposure to the infrastructure theme by either adding to a 3% position in BIP or taking new position in PWR. Are they too similar to hold both or can holding both add diversification strength to a portfolio? Which one would have greater growth potential over 3-5 year timeframe? Thanks for all you do.
Read Answer Asked by Tony on January 09, 2025
Q: Good Afternoon
Today a well known analyst predicted, in the Globe and Mail, that we could get a correction on the TSX worst than the one in 2018 when the index fell 11.64 % if Trump implements his 25% tariff.
Further, if the tariffs stay longer, a TSX loss of 35%, as we saw in 2008, is possible.
What is your reaction to these comments and what is your prediction for the TSX in 2025 ?
Read Answer Asked by Terry on January 09, 2025
Q: 5i,

With the caveats of personal advice a given.

I'm short materials and under represented in the financial sector.

Would you be comfortable adding PRL and LUG at 2% positions for growth.

This is a taxable account. Thank you.
Read Answer Asked by Adam on January 09, 2025
Q: Dear 5i:
Please provide your two choice picks for holding physical silver bullion. Also please explain the differences and similarities between the above. Would you provide your two choices for silver miners.
Thanks,
Ben.
Read Answer Asked by BEN on January 09, 2025
Q: Not only are preferred share ETFs seeming to hold their stability well of late but they're outperforming just about any other ETF I own, be they Canadian dividends, US tech, or international. Obviously, there's a market reason for this. Would you know it and whether it's likely to continue?
Read Answer Asked by John on January 09, 2025
Q: Hi

My partner has funds to invest in a TFSA for a 3–5+-year hold starting now. Can you please suggest several diversified ETFs that would be worth considering both USD and CAD hedged that are likely to see growth, including any mid-cap ETFs to consider. Please also suggest any bond ETFs to consider providing balance.

Thank you for the great service!
Read Answer Asked by Mark on January 09, 2025
Q: Hello 5i
I currently own CSU LMN TOI SHOP VHI (which I consider tech'ish).
Do you see a compelling reason to add any of the other tech holding from the 5i balanced or growth portfolios? Would you avoid the concentration of the CSU family in favour of others?
Read Answer Asked by Dave on January 09, 2025
Q: Hi, I am parking some cash in an investment account both CAN and US $, I will not need the funds for quite a few years, I am thinking 50% of the amount in each account to PSA and PSU.U. Could you suggest a CAN etf and US etf that I should consider for the other 50% in each.
Read Answer Asked by Peter on January 09, 2025