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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: If you were setting up a diversified unregistered account for yourself from scratch using US ETFs today, for a long-term hold:

How would you approach this?
What would ETFs would you pick?
What percentage would you put in each?

Please charge multiple questions as needed. Thanks very much.
Read Answer Asked by Chris on July 18, 2025
Q: Recently signed up for portfolio analysis. Trying to sort it out. Confused by the Gain $ and % columns in the portfolio details. Is this overall gain of company since inception? Numbers don't match my inputs. What are these numbers related to. Intraday numbers I understand. any option to have purchase date of stock inputed to give P&L of investment. Maybe I am missing something. thanks
Read Answer Asked by Dale on July 18, 2025
Q: Joby and Ramaco are each enjoying extreme price movements but for different reasons. Joby is partly owned by Baillie Gifford and Toyota; however, Ramaco has a fundamental history of success from its metallurgical coal operation. Which would be your choice for a speculative 5% purchase in an otherwise diversified portfolio?
Read Answer Asked by David on July 18, 2025
Q: Hi 5i
From what I understand google has changed its AI driven search algorithm which will impact reddits traffic and revenues.
How would you evaluate the risk to RDDTs business and what action has reddit taken to fight this.
Where do you see reddit and SP going from here and would 5i start a new position at this time?
How comfortable, (1-10 rating with 1 being highest) would 5i be holding this one heading into earnings?
thx
Read Answer Asked by jim on July 18, 2025
Q: Looking for best in breed in the energy midstream and distribution space, US geographically. For dividend stability and growth, which is a better long term play in a diversified US Rif. Duk is termed a utility and my take is that this may affect growth vs Williams. Your take?
Read Answer Asked by Harry on July 18, 2025
Q: COST has fallen about 10% in the last 6 weeks or so. This seems to be more than what I would expect from volatility in the course of things. Has there been any news to lead to this? Do you think it is a tariff story? In questions over time, even recently, you have given it a favourable endorsement; do you still have that view, and if so, why? Thanks for your excellent service.
Read Answer Asked by Leonard on July 18, 2025
Q: Wondering what you think of this fund. Read this manager was particularly good in materials. Would it be better to just buy AEM and Capstone for gold and copper, -I only own PAAS and PSLV for silver and have no other materials at the moment. You usually recommend AEM for gold exposure; what is a good entry point? Do you think there is room to grow from here? - it seems to be consolidating. Thanks.
Read Answer Asked by Pat on July 18, 2025
Q: Each of Joby, Rklb, and Metc have done well recently for various reasons. Does Metc's metallurgical coal business make it the more financially solid hence most conservative of the three? Which is best from your perspective?
Thanks!
David
Read Answer Asked by David on July 18, 2025
Q: Hello,
Any idea why Lumine Group and Topicus are surging? Lately Arc resources has been going down and is it simply due to the price of natural gas? Also, i was thinking i am down alot on brookfield energy partners from the time i bought it, should i stick to it for long term or take a loss and move the monies into the parent company? Thanks very much
Read Answer Asked by umedali on July 18, 2025
Q: AI is routinely reported as a massive resource drain both for electricity, space and other resources. Who is paying for this in the end and where has it proven to be profitable?
Read Answer Asked by Peter on July 18, 2025
Q: Good afternoon,

I’d like to commend 5i on the well thought out updates!

Looking to form a healthcare position. 3-5 positions. Long term growth in a TFSA.
These could be pharmaceutical, equipment etc etc.


Thank you very much.
Read Answer Asked by Adam on July 18, 2025
Q: ISRG has been limping along for the past several months. I am now down 2%. I also note this stock is not owned by any 5i staff. And yet 5i consistently recommends it as one of the solid high growth stocks to invest in for the next 3-5 years. What is it going to take to get the stock moving again...and (gazing into that crystal ball on your desk) how long before momentum shifts and it starts behaving better? Running out of patience here, especially when there are so many stocks out there that are performing better. Thank you.
Read Answer Asked by Maureen on July 18, 2025
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