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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: Hello,
I am pretty well diversified across sectors, except for Materials, and have missed out on the past year's gains.
I already hold 25 individual positions and am reluctant to add more stocks to follow.
Was thinking of adding iShares Capped Materials XMA as an eventual full long-term position. Thoughts?
How would you approach buying XMA now after the year's gains? All at once? Over 3-6 months? Over the next year?
Thanks as always
Read Answer Asked by Roman on November 28, 2025
Q: Suggestion. Would it possible in your Portfolios to identify companies which are foreign (not based in Canada), eg GLXY, KSI. Some kind of flag may be. Thanks.
Read Answer Asked by Denise on November 28, 2025
Q: I’m only interested in Canadian compounders. Compounding companies that are mid to large cap that I am invested in are CSU, TOI, LMN, TFII, and ATD. Can you recommend 5-10 possibilities for 5-10 year compounders in the Canadian small cap space?
Read Answer Asked by Todd on November 28, 2025
Q: Let's say a conservative investor (i) wants to invest US dollars in US ETFs, (ii) wants principal protection above all, for example by investing primarily in BIL.

If this investor wants to move a little bit up the risk ladder with a view to getting more yield, by adding one or two other conservative ETFs (while continuing to hold BIL as the primary holding): what would you suggest?
Read Answer Asked by Chris on November 28, 2025
Q: Knowing someone who works for Palantir I bought in at about 12$ in 2020. I am now seriously contemplating selling those shares for only one reason. The P/E is off the charts. I understand that there is a cult following around Alex Karp and Peter Thiel. However, does it make sense to own a company whose earnings per share are so far away from the cost of a share and where this difference only seems to increase over time.
Read Answer Asked by Neil on November 28, 2025
Q: Hello 5i - please take the number of credits you need. I began investing last year and have the following portfolio/down rounded up: GOOG: 6%, BN 7%, CSU 4%, DOL 4%, ENB 7%, HXS 9.5%, IFC 5.5%, META 4%, SHOP 7%, WSP 5%, AXON 4%, BRKB 6.5%, ISRG 6.5%, NVDA 2.5%, CRM 2%, AEM 1.2%, BAM 6%, H 1%, LMN 2%, AMZN 5%. I have about 40% cash to add in. Can you please advise of the following: 1. any key stocks you would recommend I add? Please prioritize with 1 being highest recommendation and 5 being lowest recommendation. 2. Any stocks you would recommend I sell? I am interested in a 5 year view. Thank you so much!
Read Answer Asked by Kathryn on November 28, 2025
Q: Hello 5i,

We currently have IEMG and AIA at 2% positions. Would EMM be a complimentary ETF to increase foreign exposure as it also has NDIA (India) and BRAZ (Brazil),

Would you have any concerns if all three were @2% positions?

Thank you
D&J
Read Answer Asked by Jerry on November 28, 2025
Q: Similar to how you don't like giving price targets, isn't having a "starter" position a similar sin? Like how lump sum is better than DCA, wouldn't it makes sense to just go all in (to the goal % of portfolio you'd like to have).
Read Answer Asked by B on November 28, 2025
Q: I had been eyeing both of these to add to a TFSA, and they have been rising steadily, especially Couche-Tarde after earnings. Which do you prefer for TFSA for 25 year old? Or, do I add a little of both? Suggested buy price? Thank you for your great work!!
Read Answer Asked by Neil on November 28, 2025
Q: i own barrick stock and options. could you give me your favorite mid cap gold canada or u.s and one small cap again canada and u.s.
i was thinking iamgold for mid cap but i am open to your recommendation. dave
Read Answer Asked by david on November 28, 2025
Q: Super article in the blog Is this the end of the market party or just a regular correction? Thank you for for sharing your knowledge. Much appreciated.
Read Answer Asked by Hali on November 28, 2025
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