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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 am trying to set up moderately conservative portfolio for my sister who is close to retirement. What do you think about the following portfolio: XBB 20%, CBO 10%, VBAL 15%, XIU 20%, CDZ 10%, XTR 10%, VGRO 10%, BAM 5%.

Thank you,
Milan
Read Answer Asked by Milan on January 04, 2022
Q: Is there a place I can compare margin interest rates?

Will any of the brokerages negotiate that rate?

Thanks
Read Answer Asked by Mark on January 04, 2022
Q: Hi 5i team. Thanks for the great service over the years and looking forward to a great 2022!!

What would be your top 5 ranked stocks both US and Canada for growth in the next 5-10 years+ with strong balance sheets and strong management ?
Read Answer Asked by Andrew on January 04, 2022
Q: How do you see the airline industry objections to the rollout of 5G by companies like Verizon affecting VZ's stock? Also, how is it possible to invest what sounds like so far billions to just now get to this potential non-starter? Why wasn't this 5g conflict with aircraft uncovered by the telcos in early days? Thank you.
Read Answer Asked by William on January 04, 2022
Q: Here are two telecom companies...one French and the other Russian. I have herd several experts say that telecoms are not good investments because they always have to reinvest all there free cash and profits in upgrading there equipment and technologies. So is there any advantages in owning them in the next year or two besides the dividend? Would they hold up during a recession? Thanks for your insight which is always helpful.
Read Answer Asked by Ernest on January 04, 2022
Q: Considering the purchase of one of these two companies.
Both have had a nice pullback recently and Oracle has made a big purchase. Could you give me your opinion of both (plus and minus) and which would be your favourite for a 4 to 5 year hold.
A happy new year to all and a healthy and a prosperous year.
John
Read Answer Asked by John on January 04, 2022
Q: Hi guys,

Here are my u.s. holdings and percentage; cost 5.5%, nvda 5%, msft 4.5%, J 3.5%, amzn 3%, crwd 2.75%, abbv 2%, U 1.5%, upst 1.5%, veev 1.5% plus 2 etf's, arkk 3%, spy 3.5%
(Also i2i fund 1.5%)
Are there any red flags here or changes that you would recommend for a growth/balance portfolio? The rest of my portfolio is a cross between your (5i's) balance and growth funds.
Happy new year and stay safe,
Jim
Read Answer Asked by jim on January 04, 2022
Q: Please give me your analysis of AC and BA. Would you buy at these levels? Any alternatives? Long term growth, mid - high risk investor. Thanks in advance.

Wishing all of you at 5i and also the contributors here Happy Holidays and a Prosperous 2022!!!
Read Answer Asked by K on January 03, 2022
Q: Dear 5i,
Is TEC ETF CAD hedged?
Does TEC ETF hold all stocks directly?
The MER for TEC is 0.39 and the MER for QQC.F is 0.26.
If one already owned 8% VFV and 10% VVL in an RRSP and wanted to increase technology exposure by 2% which one would you choose?

thanks
Read Answer Asked by Ian on January 03, 2022
Q: Looking for guidance on 2022 TFSA contribution. Currently have partial positions in these Tech companies of roughly equal amounts. Could you rank in order of best investment opportunity from current levels?
Do any of these companies overlap in their target market and if so which one should I focus on for better opportunity.
Read Answer Asked by Bruce on January 03, 2022
Q: Can you buy and keep us securities in a TFSA?
Read Answer Asked by Doug on January 03, 2022
Q: Hi Peter and staff, Happy Holidays.

These are my holdings in TFSA account. Can you please suggest two more names, Canadian or US to add for the 2022 contribution.

Thank you.

Joe
Read Answer Asked by Joe on January 03, 2022
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