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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: Greetings - To postpone tax liability from income, I would like to develop a balanced portfolio of stocks and ETFs for the medium term (3-10 years) that do not pay dividends or interest. Rather, I would prefer to incur the tax liability upon selling the holdings (capital gains). I am aware of Global X Total Return ETFs and stocks like BRK.B that do not pay annual dividends. Do you have any other suggestions? Thanks
Read Answer Asked by Alex on July 25, 2025
Q: Whitecap has crept up to 5.5% position in my portfolio and is now my 3rd biggest position. This is in part due to the combing with Veren.

I believe they have a good management team and balance sheet is fairly decent.

The dividend is quite nice as well.

If I think there is room to move is it too risky letting this run to 7% or is it time to rebalance and take a bit off the table.

If you can't give personal advice;)

Hypothetically if you had a 5.5% position in WCP would you let it run and monitor or trim it up a bit;)

Thanks, Colin.


Read Answer Asked by Colin on July 25, 2025
Q: What are your current top 10 Canadian and American stocks for a minimum 10 year hold?
Thanks
Read Answer Asked by Ben on July 25, 2025
Q: Hello there,
What are your thoughts on HIVE and its AI / high-performance computing business. Do they have any potential in developing that segment knowing the high amount of funding required to be competitive.
Thank you.
Read Answer Asked by Gilles on July 24, 2025
Q: Hi 5i, Trying to move into more ETFs in our RIF & LIF accounts from individual stocks for income and preservation of capital. Please rate these ETFs for a long term hold. Any additional suggestion would be appreciated. TIA
Read Answer Asked by Gary on July 24, 2025
Q: Hello,
From what i gather, VUN has similar performance to SPY except that it is in cdn dollars. Since SPY has greater exposure to tech companies, i was wondering if it is best to diversify slightly by putting one third in VUN (total us market), XQLT (ishares msci usa quality ) and VGG (US dividend appreciation ) or do you think it is best to just have one VUN , or VGG or XQLT. I am looking for an etf that is not too heavily weighted on technology. Much appreciated.
Read Answer Asked by umedali on July 24, 2025
Q: What would be your answer if today’s Roy’s question was about RRSP or RIFF account ?
What bond ETF would you suggest if any or is it just better to get sitting like CASH?
Read Answer Asked by JR on July 24, 2025
Q: Could you please provide an update on Teck. Copper is at a very high price while this company seems to be struggling. If the outlook is questionable do you have another recommendation in the sector?

Thanks for such a great service.

Dave.
Read Answer Asked by David on July 24, 2025
Q: Hello 5i
Could I have your assessment of PureCycle Tech?
The technology ,if effective, has a huge market.
Thank you
Dave
Read Answer Asked by Dave on July 24, 2025
Q: Good morning,

I am thinking of taking a capital loss on TOU, and with the proceeds buy WCP for 30+days. Plan is to take 2 months of the monthly dividend of WCP, and then buy TOU back in early September ahead of the $0.50 ex-dividend date. I know I will miss the TOU $0.35 dividend next month with this strategy, but from purely a dividend payout strategy, it is accretive.

Anything I am missing with this strategy?

Thx as always.
Read Answer Asked by Trevor on July 24, 2025
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