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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: Hi, Could you please post the earning estimates for the quarterly results expected later this week. Thanks
Read Answer Asked by rajeev on July 30, 2019
Q: Hello 5i,
I’ve changed my investment goals for my children’s resp. It will be spent within the next 6 years, so after the December correction I plan to liquidate. At this point, I have $5 k more than I promised them. The stocks listed above are those that remain in the account.
Going forward should I:
1) sell all the stocks and buy an etf for 5k?
2) if an etf, which one for max growth?
3) if one were to keep only one or two stocks, which would be kept for most potential for gains? (This would be instead of the etf).

I would not have grown the resp to its current value had it not been for 5i. Thank you for helping me fund my kids education!
Read Answer Asked by Kat on March 28, 2019
Q: I hold the following technology companies for a 31.66% weighting in my portfolio. I need to reduce this to a maximum weighting of 20%. Given the holdings are long term, and I wish a balance between stability and aggressive growth in this sector, which of the above companies would you cut down or eliminate to achieve this goal? Current individual weights are; CSU 4.88%, GOOGL 4.94%, AAPL 4.8%,GIB.A 3.2%, SHOP 2.57%, PHO 2.56%,MU 3.27%, NVDA 3.22%, KXS 2.21%.
Read Answer Asked by Terry on March 18, 2019
Q: Hi 5iR TEam, I am struggling a bit with the concept of having a diversified portfolio, versus holding the highest quality stocks regardless of their sector. Ok, as a practical example I already own GIB and KXS and would like to add ENGH. The result for my portfolio would mean I'm overweight in the Technology sector. I have been overweight the Financial Services (Banks) for years and never regretted it. Is there an argument to be made for over weighting a sector when you can select high quality stocks and can't find that same quality stock by diversifying?
Lastly, am I correct in assuming that ENGH, GIB, and KXS are some of the best IT companies trading on the TSX.
Thanks Team. Cheers, Chris


Read Answer Asked by Chris on February 13, 2019
Q: I have CSU, KXS, CSCO, QCOM + PHO (small position) IT companies that make 10% of my portfolio. I am planning to increase the IT portion to 15-20% by adding 2-3 more IT companies. Is it OK to increase the IT portion now or wait? Which one should I add, delete or swap (both US and CAN companies)? Can you please rank the above-mentioned companies? I am looking for good companies with top management but not risky small cap companies.
Read Answer Asked by Dev on February 12, 2019
Q: Hello 5I
Which one would you like best going forward as I’m looking to reduce my Tech holding to approximately 10%?
Thanks

Sylvain
Read Answer Asked by Sylvain on January 23, 2019
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