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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: Just a comment, So now we have preliminary numbers for the quarterly reports, we have quarterly report numbers. What next? I thought we were supposed to be investing for the long term. What happens if a company doesn’t provide preliminary numbers, you may think something might be wrong? Investing is definitely getting complicated thanks for your help, but where does it end. I’m surprised they can even do that.
Sorry for my rant but that caught me by surprise.
Publish only if you want to.
Read Answer Asked by Brad on January 24, 2025
Q: Hello, with the coming of the US tariffs and counter tariffs, which CDN sectors are insulated and which are vulnerable?
What would be you best stock recommendations to invest new money?
Thanks
Carlo
Read Answer Asked by Carlo on January 24, 2025
Q: VRT has now grown to 9.5% of my total portfolio. (Thank you for the recommendation!) Would you let this winner run? Or would you be inclined to trim? If trim, what one or two US equities would you purchase (any sector) with the proceeds with a similar risk/growth profile...and why? The following US/international equities are already held: GOOG, NVDA, AMZN, MSFT, V, COST, AXON, ISRG, CLBT, and NBIS. Thank you.
Read Answer Asked by Maureen on January 24, 2025
Q: Hi 5i Team, If you could only pick one of the 3 above large Tech companies, which would you choose for a 10 +year hold. Could you please provide your reason for your choice.
Thank you
Read Answer Asked by Mark on January 24, 2025
Q: Good Morning

I would like to increase my US position in my RRSP. I currently cover this US exposure through VBAL(core position) VFV approx 4.5%, Legacy positions of ZLU and ZWH approx, 3%, totaling approx. 31% US. My thoughts were to replace ZLU/ZWH and increase VFV and add EQL to gain broader exposure to US market. Would this give me a good exposure without over duplication? I am retired and 65 and would like a balanced plus approach. Your thoughts or other ideas would be appreciated.

Thank you,
Mike
Read Answer Asked by Mike on January 24, 2025
Q: Hello 5i,

I have been retired for 4 years and i am now am about to turn 65. i have a DB pension from my previous employer with a bridge benefit that carries until my 65th birthday in a few months.

I have done some projections on maximizing both income over the course of my retirement. I have determined that in my case it appears that these results are optimized if i defer OAS and CPP until age 70...and i am fortunate that i can afford to do this.

At this point i am in the process of converting a enough of my investments to fixed income products to cover income requirements until age 70 (to avoid short term market volatility and help me sleep better at night). One of the products i am looking at is using laddered USD GICs as they have better returns than CAD GICs at this point. I understand you don't give personal advice but i am wondering if there are other options i should consider? Bonds for example? Other?

Thanks!!

Peter

Read Answer Asked by Peter on January 24, 2025
Q: I hold a small position of CROX in my TFSA and non-registered accounts with a small gain. With slowing growth in the forseable future, I am contemplating selling. Am I too quick to give up on CROX? If I sell what could you recommend I replace it with?Either Canadian or US exchanges. I would be leaning for a suggestion more suitable for TFSA account.
Many thanks
Read Answer Asked by Francisco on January 24, 2025
Q: Can you recommend some global ETF's in both USD and CAD?
Read Answer Asked by Wes on January 24, 2025
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