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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: Half of my RIF focuses on steady, monthly income and the other half on individual stocks. To balance safety with higher income, I am looking to have equal weight in FIE and HMAX. As I rely on this monthly income, what do you think of this approach for long term holding? Can you suggest better alternatives?
Read Answer Asked by Jean on December 19, 2025
Q: Greetings 5i, which companies do you consider to be NBIS's closest competitors? Out of this "peer group" how many of them do you think it is necessary to own to reap the benefits from exposure to the industry? Thank you.
Read Answer Asked by Barbara on December 19, 2025
Q: I have been considering selling the following companies for tax loss. Do you think they are reasonable candidates? Or do you think there is too much bounce potential going into 2026. Would you be able to rank them in the order you would consider selling them from most attractive for tax loss to least. Thank you.
John
Read Answer Asked by John on December 19, 2025
Q: Curious about how 5i adjusts their individual stock allocation in the portfolios. Do you annually take a broad look and make adjustments or do you just clip a stock if it becomes overvalued or to much within the portfolio. With the new money do you add to another stock or put the proceeds in cash.
Read Answer Asked by Mark on December 19, 2025
Q: If I do an in-kind transfer of a security from a non-registered account to my TFSA, and the security is at a loss, is there any way to eventually capture the capital loss, such as when the security is sold within the TFSA. Or is the capital loss gone forever?
Read Answer Asked by Donald on December 19, 2025
Q: Dear Peter and team:

Season's Greetings! Many thanks for all the words of wisdom. I am an "old man" and I have been part of many "services" like this. BUT Peter has put together a "different" team. I believe yours is a team that combines the "Art and Science" of investing very well with integrity. Bravo and Best wishes.

Question for the team: Hope this is not too "intrusive"!

What do you plan to buy with your TFSA contribution of 7000$ in 2026?!

Read Answer Asked by Savalai on December 19, 2025
Q: CLS: heading down - still very high P.E., very high price to C.F. etc. Selling due in part to profit taking for year-end? Lofty price going into 2026 of $600.00 per share? Buy for TFSA 100 shares? Risk vs potential as I do not follow this one and know very little about tech.
Read Answer Asked by James on December 19, 2025
Q: Hi, I’m looking to create a portfolio of dividend growth stocks split over Canada and Us stocks with 10-12 names. Can you make a recommendation on the names you would use?
Read Answer Asked by Ian on December 19, 2025
Q: GWO has done extremely well this year, up over 40%, while MFC is up over 11%. SLF, though, has lagged, down about 1.5% over the past year. What explains the wide gulf in their stock performance?
Read Answer Asked by John on December 18, 2025
Q: Hi,

The last question/answer about MEQ was in June. There was something about it on
BNN Bloomberg, and I'm interested in your thoughts. You earlier (June) mentioned debt, but that it's also a potential strong compounder.

I'm interested in your thoughts. A possible purchase today? As well as reasons why or why not, please.

Thank you for your service!
Read Answer Asked by GeeMac on December 18, 2025
Q: Reported U.S. core inflation is 2.7% for November and the trend appears to be downward. I think you have expressed the view that tariffs are inflationary. Given these numbers, would you be revising your opinion on this matter?
Read Answer Asked by Greg on December 18, 2025
Q: I was curious about the Private real estate investments. I have seen companies like EQUITON who advertise returns of 16 -20% annual on their development offering. Do they have good track record? Is that rate of return possible? Are they too risky for retail investor?
Read Answer Asked by ZIM on December 18, 2025
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