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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: 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: Both TOU and ARX have access to LNG producers through contracts already in place. Do you see these contracts as any kind of hedge or insurance against possible US tariffs on natural gas?

I'm a big believer in the future of natural gas, and therefore hold these companies as my second and fourth largest holdings. Do you like any other Canadian gas producers better than these two?
Read Answer Asked by Jack on January 06, 2025
Q: Are SPDR ETFs as reliable and well established to build a portfolio as Vanguard or Blackrock ETFs ?
Read Answer Asked by Jean-Yves on January 06, 2025
Q: Which would you prefer and why?

VST or VRT, EQT or CTRA

Thanks!
Read Answer Asked by Austin 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: I have too many stocks and am doing a downsizing exercise to reduce the count. Using only growth prospects as a criteria, how would you rank these holdings. I need to consolidate these 4 into 2.

Carl
Read Answer Asked by Carl on January 06, 2025
Q: Greetings 5i Team and HNY,
I see that DCBO is rated 'B' on the Gr Model Portfolio and that recent Q&A has it as a top pick. What would need to happen for the company to be upgraded to 'B+'?

Also, DSG is rated as 'A-' on the BE Model Portfolio; is it safe to assume that you prefer DSG over DCBO or would this be conditions based?

Thank you very much.

Steve
Read Answer Asked by Steve 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: I do not know if it me doing it wrong, when checking the chart for ERE.un on Itrade from Scotia bank, I found a really weird chart , on 10 years it shows the price was never much over 2.50 cad, when chequing other sources ERE was above 4 cad in 2022, is anybody experiencing these strange problems with Itrade ?
Read Answer Asked by Alejandro (Alex) on January 06, 2025
Q: FINN is an actively managed etf from Fidelity Global. It has a high MER but its returns so far in its short life have been impressive. What do you think of this ETF? What risk level would you place on it?
Read Answer Asked by John on January 06, 2025
Q: Hello
I would like your opinion on managed bond ETF's vs passive bond ETF's? Are they worth the extra fees in your opinion?

Also I have some short duration bond ETF's and 5 year ladder ETF's in my portfolio, should I just sell these and replace them with longer duration bond ETF's?

Thank you
Read Answer Asked by Stephane on January 06, 2025
Q: If you were setting up your investment portfolio for 2025, what would you want as your optimal concentrations per sector?
1
All the best in 2025!
Read Answer Asked by John on January 06, 2025
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