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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: I know 5i doesn't like to give portfolio weighting advice so I will approach this is a different way ..... Hypothetical situation . YOU have a RRIF with no fixed income component. You have chosen HPYT to represent that sector . You would be comfortable between "X" and no more than "Y" weighting of HPYT ..... Please solve the equation and provide a value for X and Y ? .... Thanks for your terrific service .....
Read Answer Asked by Garth on March 06, 2025
Q: Hi, can you please comment on their recent quarters?
Anything to be concerned about with either company going forward?
I have owned both for several years (full positions) but SIS has seen a bit of slow growth (for me) the last year and I'd like to reduce to a 1/2 position. Can you please suggest an alternate stock(s) (any sector) given today's environment that should offer better growth potential.

Cheers,
Steve
Read Answer Asked by Stephen on March 06, 2025
Q: Regarding the superficial loss question that V asked on March 5, in his case since they bought the stocks on Feb 3 and sold at a loss on Feb 10 ( i.e. less than 30 days), would it imply superficial loss by default?

Maybe they could buy the same stock again and adjust their ACB? What would be the rule that apply in this case regarding ACB adjustment, number of days, etc... ?
Read Answer Asked by Anca on March 06, 2025
Q: Hi team,
I am looking to invest for my kids resp. Currently only hold a balanced fund and Ppl which I bought in the 2020 collapse. Now I am wondering about buying a quality stock which has been unjustifiably (as far as we can tell) sold off in the recent sell off of growth names. I am thinking of Prl. Would you consider it safe enough to invest in a resp account? I also note that its div is decent while I wait for recovery . I have about 4-5 years before I would have to sell it . If you don’t think Prl is a good fit do you have better suggestions ?

Thanks ,
Shane
Read Answer Asked by Shane on March 06, 2025
Q: In my non-registered account, If I buy 10 stocks of XYZ (new to the account )on Feb 3 and sell all 10 stocks at a loss on Feb 10. when is the soonest that I can buy the stock again to avoid superficial loss?

March 13 is 31 days after Feb 10.
April 5 is 61 days from Feb 3.
April 12 is 61 days from Feb 10.

My confusion stems from the 60/61 day restrictions. I understand the 30/31 day restrictions.

Also, if I still own XYZ in other accounts (TFSA, RESP, RRSP), could such a sale be considered superficial loss?
Read Answer Asked by V on March 05, 2025
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