Investment Q&A

Q: The above stocks make up 80.4% of my holdings. Goog and BN @7% each. The next 5 @ 4% each and the rest at or close to 3% each. For a 10 year horizon, with risk/reward in mind, where would you invest if you had 10% of the portfolio in dry powder- new cash. Any you would sell? Note, I have been trimming CLS, VRT and NBIS to control AI exposure.

Thanks again for all the insights - love the service you provide.

Q: what is the best way to invest in stable coins ? does the genius act(USA) and the proposed similar legislation by carney 's liberals have any positive material effect on companies in Canada and the USA and if so what companies do you like? thanks Richard

Q: Conspiracy Theory???
For decades I have heard and read that JPM, as a bullion bank, has an enormous inventory of silver bullion actually owned by the firm. This is in addition to the bullion they store for other parties making a nice fee. Further, it is suggested that JPM backstops other institutions that may require an infusion of bullion to meet an emergent demand. ie. The London Metal Exchange. Fortunately, this rumour was what motivated me to choose JPM as my US bank stock a 2+ decades aqo.
I have searched JPM's 2004 Annual Report (330+ pages) in vain looking for some record of massive silver holding which would show up as a major asset on the Balace Sheet. As the price of silver has appreciated I would expect that this growing value would be reflected in the financial statements.
Can you explode the myth or confirm any of the above?
With appreciation,
Ed

Q: Is this primarily a tech company or more of a 50/50 hybrid with the financial sector?

Appreciate your insight.

Paul F.

Q: Hi there,

I'm looking for an indirect (and somewhat conservative) play on crypto. What do you think of these?

Q: Please rank these financials in order of preference with the sole consideration being overall return potential for a 5 year hold.

Thank you.

Q: Hi 5i, Would you please suggest a couple of USA dividend/growth stocks/etfs for my RRSP. Thank you!!!!

Q: In a recent response to a question, you suggested that US financials were your second highest conviction sector, after tech.


With that in mind, could you please share your top six U.S. financial picks, ranked by conviction? Does BRK.B make the list? I’d appreciate a brief justification either way.

Thank you,

Q: What sectors do you think will do well in the USA in the following months? Could you recommend 10 of your top picks in these sectors.

Q: Hello 5i,
New to portfolio analytics, can’t say enough about this team! Bravo.

Circumstances forced me to shuffle financially this past year.
43, pension, rentals. 55 freedom or forget it.

Highest conviction, growth, maj; tech, leaning themes to the next decade, a sprinkle of sector diversity, large/mid/small caps, predominantly US. I’m aware of course of all the caveats here lol. A 12-15 starter pack would be fabulous.

This is you starting today; You have 300k.
I do add 700 per week, please exclude
BN, TRI, ISRG, COST, HIMS, NBIS, NVDA, BKSY.

Eagerly waiting! Thank you.

Q: These stocks are all losing ground lately in my portfolio. Please reply in what order and at what price you would add to them I want to ensure I add valve at this point;

Also should i add to my holding in GDXJ? or start a position a silver stock (please recommend several in order of preference ) same recommendation for US bank ETF....Thanks

Q: Hello ,
Are the US banks still a good buy or are the PEs getting too high? I was thinking of an etf or JPM? Any thoughts please. Also, what is causing the renewables to surge as the etf is perking up.. Much appreciate it.

Q: Hey everyone, I have a nice amount in my TFSA account. What I’m trying to do is grow the account over time, let’s say a 25yr time period as I don’t need the money. With your crystal ball in hand and a mindset of holding forever what twenty companies would you buy today? Companies can be anywhere in the world and be in any sector but they need to trade on a North American exchange. Appreciate you playing along.

Q: I am overweight in financials. Can you order the noted stocks in terms top to bottom ranking?

Q: Hello 5i research
Do you think JPM and RY are correlated with the market even that one is in the USA and the other is in Canada?
Thank w

Q: For a 5-10 year hold within a TFSA could you please provide your top 10 Canadian stocks or CDR’s ranked by total return/compounding potential? For a non-registered account with a 3-5 year timeframe could you also do a top 10 list including both Canadian or US equities (no CDR’s), again ranked by total return/compounding potential? Thanks.

Q: With interest rates potentially going lower in the US I was wondering about your crystal ball thoughts on where this ETF might peak this cycle ? I bought in when it cratered a couple years ago.

Q: Hi
I am looking to start a small position 1/4
in JPM
it is a solid bank
what would be a reasonable entry point?
thanks
Michael

Q: I have 30000 to reinvest in a RRIF account.
I’m well diversified but wondering if I should put it all into RTX, JPM or half into each. This amount represents about 5 percent of my portfolio. Thanks.

Q: Hello 5i Team,

What are your top 12 more conservative or dividend-generating US stocks to buy in an RRSP for a 3-5 year hold?

Thanks in advance for your always helpful advice!