Investment Q&A

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

Q: Hello, is this a good entry point for this stock ? It seems to have high multiples using any metric. They seem to have no debt on the books.

Q: Hello, which company would you have a higher conviction for if industry was of no concern for a long term hold ?

Q: Please rank the following from best to worst for a long term hold. Thanks

Q: Can you please rank the above companies for capital appreciation over the next 2-3 years. No worries on Risk or Industry. Thanks again!

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

Q: I have made some updates to my portfolio before heading into the new year and am looking for your thoughts on total portfolio. I have it all in TFSA and am 28 years old with a long time horizon. Could you give me your opinion over next 1, 3, 5 years of portfolio.

What changes might you make to this portfolio to stengthen it?

Portfolio Breakdown:
Stock Amount Invested (USD) % of Portfolio
NVDA $6,500 12.04%
SHOP $2,840 (converted from CAD) 5.26%
AMZN $2,650 4.91%
MSFT $2,520 4.67%
MELI $2,483 4.60%
PLTR $2,250 4.17%
TSM $2,000 3.70%
CRWD $1,830 3.39%
GOOGL $1,780 3.30%
TTD $1,767 3.28%
ISRG $2,180 (converted from CAD) 4.04%
META $2,150 (converted from CAD) 3.98%
BRK.B $1,470 2.72%
AXP $1,560 2.89%
LLY $1,500 2.78%
DIS $1,280 (converted from CAD) 2.37%
NBIS $840 1.56%
CELH $700 1.30%
SMCI $392 0.73%
SPCE $188 0.35%
XRP $120 (converted from CAD) 0.22%

Thanks,
Dan

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

Q: Everyone, if you could only have one stock in Canada for a long term hold what would it be? Same question for the US? Clayton

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

Q: Best holdings for a US dolar RRIF, I already have QQQ and SPY, up sustantially and think I should take some profit and redeploy the cash. lookings fior capital appreciation not dividends
Thanks for good advice as always

Q: Hello 5i
Could you rank the above stocks for a 3-5 year TFSA hold with a medium to high risk tolerance in mind.
Thank you
Dave

Q: For a three year or longer time frame I intend to buy two of these stocks: SYK, ISRG, UBER or AMZN. Which two would you pick and please give your reasons.

Merry Christmas to all your staff
Elliott

Q: Hi There, I am trying to stear my portfolio decisions going into 2025, and looking for some of your feedback. I am 28 with 55k in myTFSA ( all after home purchase, so longer time horizon), I have about 5K of the 55K to invest, and the other 50K in the stocks below with their respective weightings of the 55K. I am trying to decide if I should add any other specific stocks or top up weightings to 2% on BSX / BKNG / ISRG / TSM / CELH / SMCI and add to CRWD, DIS, GOOGl, another 1.0%.

Are there any other stocks you would recommend to diversify this portfolio some more. Do you have any concerns with any holdings or their weightings?

Please deduct however many questions you feel necessary, I don't often ask Q's.

NVDA - 15%
SHOP - 10.7%
MELI - 9.8%
TTD - 9.2%
PLTR - 9.0%
MSFT - 7.6%
AMNZ - 7.6%
META - 4.1%
GOOGL - 3%
DIS - 2.5%
AXP - 2.45%
CRWD - 2%
NBIS - 2%
SMCI - 1.75%
NU - 1.64%
CELH - 1.54%
BSX - 1.12%
BKNG - 1%
ISRG - 0.7%
TSM - 0.7%


Thanks,
Dan

Q: Please rank the following for purchasing (10years +)
Thanks

Q: If the stock market closed for the next 10 years, what 10-15 stocks in Canada or US would you own right now for total growth? Looking for top, highly predictable compounding businesses that have strong pricing power.

Q: Looking for growth. What do you think of Axon & Isrg for a 5 year hold and how would you split a $20,000 U.S.investment between them?

Q: At this time and for a long term hold, what 5 US large capital stocks or so would think would be a worthwhile investment?.....Tom

Q: Of the above companies which would you choose for a TFSA if you were to select only one? Please rank them in order (best to "less best") re your expectations for long term growth (say, over the next 10 years).
If you had only one pick for a long term TFSA hold of any stock (or ETF) without regard to CAD vs US, market sector or market cap, what would that be, assuming a young (mid-20's) investor with a currently well diversified, growth-oriented TFSA?

Q: I am losing patience with ULTA and am thinking of using this recent bump to top up my AXON and ISRG. I have a half position in both these later two stocks. Do you have any thoughts?