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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 5i

Back in 2019 I asked if you could provide a "growthy" USA portfolio.
The above stocks were your recommendations.
Could you provide an updated "growthy" USA portfolio for 2025?
Thank you!
Dave
Read Answer Asked by Dave on January 15, 2025
Q: Can you give suggestions for your three best Canadian and us quality value, largecap stocks ?
Similarly your three best Canadian and US quality growth large cap stocks?
Pls give a compelling entry point and rank best first
Appreciate all your advice
Read Answer Asked by Indra on January 14, 2025
Q: Hi team, Amazon DSP.. I think people just assume it’s always going to be a two-way race between Google and TTD. Can I get your take
on Amazon’s DSP and if it *could* become the 2nd most dominant player after Google? I have a 3% position and looking to make it 5%. Are you a buyer today? I have a 3.4% position in Apple which I’m considering selling completely to fund this.
Read Answer Asked by Don on January 14, 2025
Q: As Google spent US$48 Bn a year (2024) it should have very robust search engines. The startup, perplexity.ai, is reportedly valued at US$9 Bn now. Mr Bezos and others back the firm. Personally, I haven't noticed big change for quite a while in Google's searching features. Do you if / know when perplexity might be brought public, and whether is looks at this point to be close to being knock Google's searching feature away? If it could, would you expect this to have much impact on Google's profitability?
Thanks for your valued insights.
Read Answer Asked by TOM on January 13, 2025
Q: hey guys happy new year hope all is well in my rrsp i currently have all Canadian equities. i would like to start adding some US content my 1st question would be is this even viable with the exchange or wait until its better. In current atmosphere i am thinking there would be more upside. My second question would be in what sector. I have been looking at TECH i.e. QTUM UBER NVDA AND SNOW.i would appreciate your thoughts and any equities you would suggest other than ones listed above.Thanks as always
Read Answer Asked by michael on January 07, 2025
Q: I have some money sitting on the sidelines. What would be your top 5 stocks to buy this year? Looking for modest growth and not high risk.

Thanks
Read Answer Asked by David C. on January 07, 2025
Q: I understand CRM, a software company, is getting into AI via software. Does 5iR know any other S&P 500 software companies doing the same thing???.....Happy New Year ......Tom
Read Answer Asked by Tom on January 06, 2025
Q: Happy New Year to all at 5i and fellow members as well,

For this year's 7K TFSA contribution, I'm considering adding Alphabet. Due to the decline in both BCE and T, we are very underweight in this sector. Also, we're underweight in USA holdings as well. Would you endorse this strategy? Thanks as always for your insight.
Read Answer Asked by Jerry on January 06, 2025
Q: Happy New Year !
What are a handful of top picks please for this year's TFSA and RRSP contributions? Max long term growth is the goal here.
Thanks very much.
Read Answer Asked by Chris on January 06, 2025
Q: AAPL, MFST, GOOGL & AMZN are 24% of my portfolio. What would you considered a proper allocation for the Magnificent 7?

My financial position is 30% of my portfolio and include V (6%). Where would you classify V? financial or consumer?

Best regard for the New Year
Ray
Read Answer Asked by ray on January 06, 2025
Q: I was thinking of adding my recent TFSA contribution to EQB however then started wondering if some of the growth oriented US$ holdings in the account would be a better option. 5I has been positive about EQB but I wonder if it will have a lack lustre performance due to it being in the weak Cdn economy….that is, it may be a good company but limited to how well it can do. Your thoughts about all this, please. Thank you for your excellent service.
Read Answer Asked by Leonard on January 06, 2025
Q: The 6 stocks are down from their peak
Which of these would you buy at today's price and in what order? Can you order them in terms of growth potential for a 5 year hold and also for risk. Thanks
Read Answer Asked by V on January 03, 2025
Q: Happy New Year to 5i and members, wishing all a prosperous investing year ahead.

It's time to make my annual TFSA contribution. I own AAPL, ADBE CRM, GOOG, NVDA, PYPL, QCOM, and TOL in my TFSA.

I would like to add to one position, which do you recommend? I am overweight NVDA so do not wish to add to that one.

Does 5i consider any of these positions in the 'do not need to own' category? If so, please recommend a replacement (not LLY, MDT, IBM, or MSFT; I own full positions of these in another account). The focus of this account is US equities with a risk profile somewhere between that of the 5i Balanced and Growth portfolios, and the objective is long-term capital appreciation.

Thank you very much.
Read Answer Asked by Walter on January 02, 2025
Q: Good Morning and Seasons Greetings to the 5i team and everyone out there.
If you had to start a new TFSA account what 15 to 20 stocks, ETF,s Etc. would you buy in order of first to last. US and Canadian mix?

Thank You
Read Answer Asked by Joe on December 30, 2024
Q: Peter, our one true source of help in this investment purgatory, thank you for your response to David yesterday regarding covered calls. Moving forward, could you please provide us with some companies that you use in this endeavor?

Merry Christmas, everyone!
Read Answer Asked by sorin on December 30, 2024
Q: If you have to create new balance portfolio that includes CDR and CDN stocks.. Which 20 to 25 stocks portfolio would you recommend that includes both.


Thanks for the great service
Read Answer Asked by Hector on December 21, 2024
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