Investment Q&A

Q: I currently have APPL at 1.47%, APPS at .37% and SHOP at .69% of my total portfolio. If I were to consolidate these three stocks into one, which would suggest?

Secondly, I know technically GOOG is classified as a communications stock. For the purposes of portfolio management, would you classify GOOG as 100% communications...or assign at least part of it to the tech sector? Thank you.

Q: What is the best ETF to obtain the highest possible exposure to MSFT. GOOG. AMZN. NTFX and what are the respective portfolio percentages for each company held in this ETF? thanks Richard

Q: I hold these in an RESP with the following weighting (BIP 18%, Goog 18% VGRO 23%, XAW 41%) and I am considering selling to purchase a 3 year GIC as my eldest child is approaching post-secondary education.

Which holding would you reduce?
Can you rank these holding in terms of risk?
Is there an alternative security other than a GIC that should be considered?

Thanks!

Q: Of the CDR’s listed on the NEO exchange what would be your top two picks, regardless of sector, for total return over the long term (at least 5-10 years) for a TFSA of a 25 year old? Thanks.

Q: My portfolio could use some more tech. Would you being buying now or would you be waiting? And which stocks would you be leaning to if buying right now? 3 CAD and 3 US stocks would be appreciated.
Thanks

Q: What options would you consider, as a moderate risk-tolerant investor for maximum return on an unexpected $40K windfall? This would be for at least a 2-3 year period in a non-registered account. Interest-paying vehicles are not preferred. Please provide your preferred strategy, specific names, and reasons.

Thanks so much for the invaluable service provided by 5i.

Q: Four Cnd. stocks, Four US. stocks, that you feel will return 10% in the next year.

Q: Hi,
OECD will implement new international minimum taxes in 2023 and 2024.
Any idea which canadian or US companies will be most impacted, I guess negatively. Any positively? Thanks

Q: I’ve trimmed some winners and stocks that have run up in the reverb rally and I’ve had some good energy names. Can you suggest any laggards that might come up on your screens? They could be growth , cyclical or value, etc but just some names that have upside but might play catch up.

Q: How would you characterize the large cap technology stocks today and for the next year. FYI I sold my FB stock years ago - I can’t stand the companies impact on personal health! Clayton

Q: I wish to take a tax loss on Microsoft. Can you please suggest one or 2 proxies for a 30 day hold until a repurchase? Thank you for your excellent service

Q: Hi group i would like to add to the above names. In what order /why would you recommend. Would you do it now or wait for further clarity in the market I am sitting on 35% cash Thanks for your help with this.

Q: What is your outlook for GOOG if we get a "hard economic landing" ? Will their Cloud business help soften the blow?

Maybe 5i can have a bit of fun with this........ Looking out into an uncertain future, what would you currently see as a screaming buy, and what would be a good stink bid (you know, a crazy bid that has a slim, but not impossible odds of hitting)?
I'm not worried whether or not it actually strikes that price. If I get it, it's a bonus.

One other comment. Although I read comments from the odd subscriber voicing their displeasure when things don't pan out, and attempt to hold you accountable for your advice, I am one to realize that not a single investor / advisor / expert on this entire planet has a perfect investment record.... not even close !

Q: Can you rank these companies from most attractive to least attractive to purchase for a long term hold in an rrsp? Thank you

Q: Hi 5i
Earlier today you offered Amazon and Meta as possible proxies forAlphabet. I thought i saw some ambivalence regarding Meta in recent questions. At least much more ambivalent than you have ever been towards Alphabet. I know that you must feel that your readers sometimes have a tendency to parse every answer you give. Sometimes right down to each syllable! But, that’s because we respect your knowledge and want to be really clear :).

Q: What a remarkable market. GOOG has been my largest holding. I have a significant loss and am looking to take a tax loss. First, with a FOMO fear that it might bounce, I am thinking of selling 1/2 my position; if you were me, would you simply sell 100%? Second, would Apple be a suitable substitute? For 30 days or long term? Thanks much.

Q: Regardless superficial losses, RBC Wealth MGMT states "Generally, two different classes of shares of a corporation would not be considered identical if they do not have the same interests, rights and privileges. For example, if class A shares of CompanyCo have voting rights but class B shares do not, they would not be considered identical."

Does this mean I can dump my GOOG for a loss and immediately buy GOOGL? Thereby utilizing the tax-loss...

Q: Hello

Want to sell GOOG and AMZN in my cash account for the tax loss.

Replace them with FTS, PPL and ZEB. for dividend and safety.

Your comments thank you.

Mike

Q: Hello 5i!
At this point in the cycle can you please rate the following as buy, sell or hold. I know you sometimes say in a different kind of market high growth can do well. Can you please comment on whether one should decrease technology holdings in general or just wait for tech to shine again one day. Thank you!

Q: I retired last year and then setup a consulting company which keeps me busy less than half time. My accountant advised that setup an investment portfolio within the business banking account. I am looking at one CND bank ETF (25%), One dividend ETF (40%), and one growth ETF. (25%) I would like to add one or two CDN or US growth stocks representing 10% of the portfolio. Can you please give me some choices for the one or two growth stocks? Thanks again!