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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: Hi 5i.

Thank your for this service.

I am looking an re-balanicng my etf portfolio for my kids.

Would you think these ETF and allocations are ok for 20 years for my kids

Zag 5%
QQC.F 15%
VDY 15%
VIU 10%
VEE 5%
VFV 40%
XFN 10%

Total 100%


Thanks for your guidance.


Read Answer Asked by CARMELO on February 11, 2026
Q: Hi,

I have all of my international equity in XEF with a small amount of VEE. I noticed that IDV has performed extremely well this past year and better than XEF. Can you please explain why?

And are the two different enough that it would make sense to own both or is this too much diversification with both being broad market ETFs?

thanks
Read Answer Asked by Everett on February 11, 2026
Q: Have an RRSP currently holding 2 bank positions (BMO and NA) that represent 11% of the portfolio Also hold XIU and XIC that total 15 percent of the portfolio and CDZ that is roughly 10 % of the portfolio.
Thinking of adding BNS or selling the two banks and buying ZEB. Which is better option given the other ETF’s ?What percentage holding in the banks would be appropriate?
Also should portfolio hold both XIU and XIC or should they be combined into one of the two. And if so how does this affect the direct holding in the banks? Perhaps not needed at all? Would appreciate your comments.Thanks.
Read Answer Asked by John on February 11, 2026
Q: I have watched many Youtube examples where jobs can be replaced with AI, whether it's call centers or financial analysts where Claude filled in forecasts exactly as an analyst would have. What stocks would you identify as leveraging the AI technology the most in the future? I would buy Anthropic if they were public (may occur this year yet). I'm assuming Google, Nvidia, but am I missing any? For example, Propel Holdings Inc uses AI... I would think that this would make Propel ahead of the game and be a very smart investment today.
Thank you,
Kevin
Read Answer Asked by Kevin on February 11, 2026
Q: Recognizing that it is higher risk than many companies, you seem to have a generally positive view of ZOMD. That said, unlike many other small caps that have followed market sentiment in these volatile markets, ZOMD has pretty much been in a steady state of decline since they released their earnings in late November. I note that the trading volume (in relative terms) has also significantly fallen off since then which might be a contributing factor.

As always, would appreciate your views for ZOMD going forward.
Read Answer Asked by karl on February 11, 2026
Q: Pre-market, KHC has really dropped on the earnings report, and they plan to pause the company split.

Do you see the dividend as being relatively secure going forward?
Comparatively, the stock price of other similar companies such as GIS and MDLZ are starting to gain momentum. Is most of the bad news now priced into KHC in your opinion?
Read Answer Asked by James on February 11, 2026
Q: - what are your projections on GSY? I am currently down over 30% on it and it makes up 4.2% of my portfolio. I am considering buying because it is undervalued at the moment and analysts seem to generally rate it as a moderate to strong buy. However, I am concerned about having it overweighted in my portfolio. What are your thoughts? I have a 20-25 year investment outlook and generally consider myself to be a moderate risk investor
Read Answer Asked by Robert on February 11, 2026
Q: To balance my portfolio what bond etfs and other fixed income would you recommend currently, give CAD And US options?
I have accumulated quite a lot of USD from good returns and I am seeking to broaden my exposure to non US stocks (e.g. Europe) are you okay with buying the US equivalent ETFs or do you recommend converting back into CAD?
Read Answer Asked by Mark on February 11, 2026
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