Investment Q&A

Q: portfolio strategy
the Buffet quote / instruction to his heirs, is to put 90 % of the portfolio in a S&P 500 etf and the remaining 10 % in a fixed income ETF.
I believe his arguments are
1. simplicity for the non professional heir (and not likely to be too interested in managing a portfolio)
2. the S&P 500 is adequately diversified in sector and global diversification is accounted for by virtue of the majority of companies having a global presence, example apple products sell everywhere.

Assuming same parameters, heirs who receive a sizeable portfolio who are too busy with no interest in managing it and don't want to hire "professional" help.

Please provide your opinion on this "Buffet" approach Pros - Cons and how would you perhaps editorialize or tweak this approach to optimize it,

Q: Strategy question - portfolio rebalancing
specific time of year to rebalance, is one month better than another?
Frequency - rebalance once or twice per year ?
How much off of the allotted percent of portfolio is the threshold for rebalancing- if target for a stock is 5 % of portfolio, is the cut off for selling and deploying elsewhere - 6 %, 7 % or more?

Q: Can you comment on your thoughts on gold, silver and how their big moves might affect other commodities such as copper, or oil? How are oil fundamentals and are massive amounts of copper needed during electrical/data centre build outs.. You've hit some massive winners in tech and just what stocks might work given leverage to these commodities?

Q: hello 5i:
President Trump is going to go ahead with the Golden Dome, whether Canada participates or not. It sounds as if most Democrats also support and would continue the program. In your estimation, which companies would participate or benefit most from this undertaking?
thanks
Paul L

Q: Greetings,

Team 5i seems to be regularly optimistic on TRI and yet I see nothing on the 12month, 6 month or 1 months charts that reflects this.

Insider buys seem scant, however, BMO asset management added 18.7% more shares (simplywallstreet) over 4 months ago, while prices were taking elevator downwards.

Can you kindly explain why you think this business will flourish in the future?

Cheers
A

Q: Based on your recent comments, after a near 50 % drawdown from its peak, CSU stock should find a bottom soon. Could you please take a look at the price action, volume and technicals, during this week's trading, specially, last 3 days, if it confirms your assessment and would you recommend adding at current levels.

Thank You

Q: Can you please provide an opinion on $peng? Is it an overlooked gem?

Q: What is your opinion of this Bond Fund CIG4102 - is it worthwhile to own? What are the pros / cons. What are better options Mutual Fund or ETF.

Q: May i please have your updated opinion on RBRK as a company related to AI threat management?

Q: Please provide your insight into ARC resources.

Q: Per some recent member questions for 2026 it appears 5ii is suggesting to take some profits from TIH (trim or 100% exit?) and reallocate to a new FTT position ?
Thoughts ?

Q: I am thinking of buying some Pan American Silver or First majestic Silver on the US market.
Which is better or do you have another silver company I should buy in the US.

Q: Hi I’m 37 years old, considering myself a moderate risk investor. Can you recommend your top 5 ETFs in order? (CND or US) I prefer to buy and forget.

Thank you

Q: I only hold MSFT for technology sector. What 2or 3 more technology stock would you recommend for a RRSP which will be converted into a RRIF in 5 years?

Thanks

Q: Please comment on their recent quarterly earnings and the outlook for this company.

Q: Apologies for yet another comparison question but i need to consolidate some holdings. These aren't exactly apples to apples, but at current prices, could i get your preference from most to least attractive.

Q: What are your thoughts on this company now? They have a 30% interest in Red Chris mine which is going to have a very large expansion, their Huckelberry mine and Mt Polley mine are both making positive headlines now.

It appears to be making money and making more positive steps in the right direction.

Q: Capital One just announced that it will acquire the fintech company Brex for $5.15 billion. My understanding is that this price is significantly lower than Brex’s valuation about a year ago.
1. Does this acquisition make COF shares more or less attractive as a buy right now?
2. How would you rate COF following this announcement and after it missed expectations in its January 23 earnings report?
3. What do you see as the key risks to the stock beyond political noise?
4. If you would rate COF a buy after all the recent updates, your rationale please?
5. How do you view COF’s business model and competitive moat relative to peers, such as American Express (AXP)?
6. What do you have for *current* (post earnings. release today) for forward P/E and PEG? Debt levesl if acquisition goes through ?

Your thoughts on COF in light of the latest news would be much appreciated, thank you. :ao: .

Q: I would like your top 3 selections to invest in (and why) under the following scenario.

In your view moderate risk Canadian stocks, with a clear pathway (sjt externalities) to forecast stock price gains of >15% annually, yet having an annual dividend of 3% or greater. Exclude Oil stocks and major Bank stocks.

I know...it is asking a lot and if we could do this reliably we'd already be retired and on a beach somewhere! Thanks for all you do...

Dave

Q: Your analysis of Groupe Dynamite Inc please? How do you view this company in the next 3,5,10 years?
Current Buy/hold/sell?

Thank you