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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: My tech component of my portfolio is 43% and want to rebalance my portfolio so tech is about 33%. In tech CSU is 33% NVDA 20% Shop 15% Rest are about 6% to 8%. Is there 1 or 2 I should sell due to overlap? What should I do?
Also is there an argument that shopify fits into the consumer discretionary space?
Also am I missing a tech name?
Thanks take more credits if needed
Read Answer Asked by Stephen on August 25, 2025
Q: Hello 5i team; I have recently retired and switching my portfolio to income. I have serious overweight to Canadian dividend payers, ENB,NTR, BNS,ZWU etc. for preferential tax treatment.Is this okay? Risky? Should US be growth to avoid withholding tax.Own VGG, suggestions? Tia Mike
Read Answer Asked by michael on August 25, 2025
Q: Can I get your opinion on BAT…I’ve held it for many years…mainly for the fat dividends paid in US dollars…sort of like a bond proxy. But this year the share price has risen sharply and considering it’s in the tobacco industry, I’m not sure what to make of it…my plan is to hold it for the long haul but I’m awfully tempted to take some profits.
Read Answer Asked by Scott on August 25, 2025
Q: Trimming down some NVDA to reduce weightings after big returns. What would be your top 2 stocks picks to add with the profits. Large - mid cap US stocks, any sector.
Read Answer Asked by Kyle on August 25, 2025
Q: I have done nicely holding Agnico Eagle, Aris Mining and Franco Nevada. I want to sell a bit and lock in some profits, But, I do want to have a good percentage in gold stocks. What name would you recommend?. Many thanks
Read Answer Asked by Patricia on August 25, 2025
Q: In 5i's recent video, it was suggested that - because of extreme volatility - an initial investment in crypto shouldn't exceed 1%. About six weeks ago, I took a 3% position in HOOD, reasoning that its diverse areas of business should insulate it somewhat from the wild crypto swings. Up 9% now in a TFSA. Given HOOD's high beta (>2.3), the likelihood that markets will go down in September, and the size of my current holding, if this were your portfolio, would you be inclined to take the small profit and reduce exposure down to the suggested 1%? I recognize you cannot provide personal advice, so hope I am not crossing the line with this question. Thank you.
Read Answer Asked by Maureen on August 25, 2025
Q: Please rank these natural gas producers from buy, hold and sell and your reasons why.
Read Answer Asked by Jean on August 25, 2025
Q: Hi,

I’m a real estate investor and I love monthly distributions—HMAX and UMAX felt a lot like collecting rent. However, after realizing a significant portion of their payouts is ROC, I’m exploring alternatives that offer high dividends, low ROC, DRIP eligibility, and potential capital appreciation.

My horizon is 20+ years. Could you suggest 2–3 ETF ideas in Financials and Utilities that fit this profile in the Canadian market ideally or global.

Thanks,

Read Answer Asked by Richard on August 25, 2025
Q: Hi 5i Team,

Would 5i Research consider publishing a full company report and rating for Brookfield Corporation (BN)? I currently hold BN, but I find it challenging to fully understand its multi-layered business model and strategic direction. A comprehensive 5i-style report would be invaluable to investors like me, helping us make more informed decisions about this important Canadian company.

I have the same request for AEM.

Best regards,
Matt
Read Answer Asked by Matt on August 25, 2025
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