Investment Q&A

Q: UPST, LSPD, and NVEI are my biggest losses. The recovery is little to none. In order to recover my money over time, would I be better off selling UPST and replacing it with NVDA; selling NVEI and replacing it with TFII; selling LSPD and replacing it with ATZ? Hoping to hear from you.

Q: Hello,
Are you able to rank these companies (best to worst) for entry today for long term hold.
Thank you

Q: Hi, I am considering adding Nvidia to my TFSA. Since it is an US stock, other than the withholding tax for the divi's, are there any other issues that I need to be aware of? Thanks Len

Q: Hi 5i!

Which high quality stocks would you look at to take profit of the recent dip?

Many thanks,

Frank

Q: What is a good price point to buy UPST, GOOGL, NVDA, LSPD.TO, ATZ..TO and SHOP.TO and NVEI.TO for 2022?

Q: Hi guys,

Here are my u.s. holdings and percentage; cost 5.5%, nvda 5%, msft 4.5%, J 3.5%, amzn 3%, crwd 2.75%, abbv 2%, U 1.5%, upst 1.5%, veev 1.5% plus 2 etf's, arkk 3%, spy 3.5%
(Also i2i fund 1.5%)
Are there any red flags here or changes that you would recommend for a growth/balance portfolio? The rest of my portfolio is a cross between your (5i's) balance and growth funds.
Happy new year and stay safe,
Jim

Q: It's time to make my annual TFSA contribution. The goal of my TFSA is long term capital appreciation utilizing a concentrated, high-conviction portfolio of US equities, with risk profile somewhere between that of the 5i Growth and Balanced portfolios.

Currently, my TFSA holds: ADBE, GOOG, FIVE, NVDA, PAC, PYPL, SLQT, TOL.

Are any of these in the 'don't need to be owned' category? I am looking at SLQT in particular, still languishing amidst ongoing legal woes. Should this be kept? If not, would you please suggest a replacement? If so, then which of these should I add to: ADBE, NVDA, SLQT, TOL? I am full/overweight the other positions. Please disregard sector and market cap considerations; I am fully diversified in my other portfolios.

Please deduct as many credits as deemed appropriate for a complete answer, thank you very much and all the best for 2022.

Q: The above mentioned companies make up my US portion of my companies for a buy and hold retired growth investor. Given that they are evenly held, not well diversified and weighted to tech, Looking forward to 2022 do any of these cause any concern to you. NIO and UCTT have been underperforming the most. Would you trim or remove any of these?

Q: Could you name a couple of growth stocks with a 3-5 time horizon ?

Q: If you were to add just one more stock to the Technology portion of your growth portfolio. Which of these two would you add and why please? Thanks again.

Q: Hello 5i
I want to re arrange my TFSA and seek your advice, I own a lot of Topicus in my TFSA and have been considering selling it to buy something else, for two reasons. First, it is close to CSU and I have a lot of that, too. so, I would like to delute that concentration. Also, I want a US company with high premiums that I can sell options on. My preference would be Nvidia. But, because Topicus has gone down so much, lately, I would like to get someting good that has gone down as much as it. Therefore I was looking mostly at Square. APPs might give me a faster ride. < in both directions, thought!> but Square might be more reliable for a retired person. Appreciate any suggestions and, as always, respect and value your judgement

Q: With the recent pullback and the seemingly never ending concerns around inflation and interest rates, what 5 US and CAD positions do you see as oversold with excellent upside potential in the short term right now?

Q: Good morning
I have some cash in my TFSA that i would like to put to work before the end of the year and then in early January to complete the position with my contribution for 2022.
What are your 3 favorite picks for a TFSA in 2022 in Canada and 2 picks in the US?
Thks 5i for all your help over the years and a MERRY CHRISTMAS to all at 5i
Thks
Marcel

Q: When you answered Chris' question yesterday about the top 6 picks for US stocks for a 5 year horizon, did your list of stocks come in your estimation of best performing? If not, Please do so.
Thanks!!!

Q: What would your top two picks for the 2022 TFSA contribution be? Please answer as if it was YOUR TFSA. Thanks

Q: What a dilemma. Apple is the best performing stock in what is supposed to be a relatively safe and balanced RRSP portfolio. But it has grown to represent 20% of the portfolio. I feel I have to sell a good chunk of this high performance stock in order to correct the balance. Can you suggest what I could buy to replace the shares of Apple I sell?

Q: Hi 5i,
I’m in the process of rebalancing my RRSP and TFSA and looking to be greedy while others are fearful.
Specifically moving TD, FTS, T, and LNF to an RRSP so that my TFSA can be growth oriented.
My remaining TFSA positions would be as follows:
- Half Positions: NVEI, EGLX, LSPD, WELL, U, APPS, BAM.A, SIS, DND, BYD, MITK
- Full Positions: GSY, TOI, CRWD, ATZ

I am planning to deploy as follows:
- Complete existing positions: NVEI, LSPD, APPS, U
- New Partial Positions: AT, XYL
- New Full Positions: DOL, SHOP, VEEV, ANRG, ATD, TIXT
Would you swap out anything on this list that would better compliment my existing positions? I have a 10+ year horizon so I’m leaning towards aggressiveness.

Thanks!

Q: What are your top 3 U.S. stocks that look promising both in 2022 and beyond. I must admit, other than 2008 and March 2020 I do not recall a period in time where small and mid cap stocks have been crushed like this. Would you consider us in a bear market, even though the large caps mask this and markets at near all time highs?

Q: hi, could I get your top 6 picks for US stocks for a 5 year horizon, cheers, chris

Q: Hello 5i,
My investments have grown nicely in 2021: thank you!
I’ve categorized the above assets into three buckets:
Technology: nvda,kxs,toi,csu =12.8%

Communication: goog,apps,kind =6.5% (goog is 5%)
Consumer discretionary: appl,shop,lspd =8% (lspd=<1)
Total= 27%
Please comment on outlay and provide ideas for improvement. Am I being too cute with my categorization buckets?
Many thanks for your opinion.