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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: Telus has been in my portfolio following the BE Portfolio basically since 5i started (I joined the first day) and I think I actually even owned it before that.

With it getting completely smashed over the last while and seemingly overblown concerns about its dividend, should we be adding to it here? I have a 2.3% weighting currently (this started at a 5% weighting in the BE Portfolio) due to it underperforming the rest of the portfolio so much. Should we add to it here to take on the 9+% dividend or should we leave it and watch it or are there better suggestions to put new money to work today?

This stock is so hated today, it makes me wonder if we should be adding to it while no one likes it.
Read Answer Asked by Marc on December 02, 2025
Q: hello 5i
your analytics say that i need to increase my holdings in basic materials and the utilities sectors. I have avoided these in the past because I wanted to avoid dividends, favouring capital gains instead. but i am wondering whether i should top up a bit here and how to go about it.
can you advise me on whether i would be wiser to buy a handful of individual stocks rather than an etf for conservative| sectors like this/ if so, how many stocks would i need and can you suggest a few of the best
thanks
Read Answer Asked by joseph on December 02, 2025
Q: Hi 5i
With the current run up in the gold and silver markets , what is your outlook for this sector going forward and the potential impact of upcoming fed meeting. Are lower interest rates a positive or negative for gold/silver.
Would you be comfortable continuing to hold a company such as AYA with expectation of further gains and time frame, how far out would you be looking.

I am always wary of sudden surges in share prices and thus reacting by selling to early.

thx
Read Answer Asked by jim on December 02, 2025
Q: Hello, what do you think of something like VCSH to add to a fixed income portfolio that already owns US treasuries ? I am looking for stability with a bit of yield that will stabilize things. I am almost 60 and would like to take some risk off the table ? I am open to alternatives that are not specifically tied to the US govt.
Read Answer Asked by Robbie on December 02, 2025
Q: Hello to everyone
I am looking to simplify my portfolio. I would like to know your top 4 ETF picks in Canadian dollars for each account type (RRSP, TFSA, NON-REG).
Please included for each account type:
1 ETF for growth
1 ETF for dividends
1 ETF for conservative total returns
1 ETF for international markets
Thank you so much
Read Answer Asked by Dill on December 02, 2025
Q: I bought PAAS in the spring and have done well with it. Looking to add another silver stock. Thoughts on DSV vs. SVM? Thank you.
Read Answer Asked by Brian on December 02, 2025
Q: I own shares in bnt. I know the the shares are interchangeable with bn, thus the share move in tandem. The goal of Brookfield is to increase the insurance aggressively where it will be a material contributor going forward. At what point, if any , would you see bnt trade on its merit going forward as its insurance to grow and perhaps trade at a premiun
Read Answer Asked by Mario on December 02, 2025
Q: Hi 5i team,

With the Fed now ending quantitative tightening (QT) and possibly cutting rates, I'm wondering what the combination means for the market from your perspective.

1. How do you think the end of QT might affect U.S. and Canadian stocks in the short term and long term? Are there certain sectors or styles (growth vs value, cyclicals vs defensives) that you’d expect to benefit more? How about Crypto?

2. Some people are saying that stopping QT is almost like getting an extra rate cut in terms of liquidity. Do you agree, or is that overstated?


Thanks,
Matt
Read Answer Asked by Matt on December 02, 2025
Q: Thank you for answering my last question - and for answering it so quickly. I sold and took the 35% loss (a big one). Win some; lose some. I wish you and the 5i team the best this holiday season,

Jason
Read Answer Asked by Jason on December 01, 2025
Q: Good morning,

Could I please ask for your general thoughts on this company. Earnings seemed (?) strong but it plunged. Smaller-cap, but might it be a buy/hold? All your comments necessary!

Have a good day, and thanks!
Read Answer Asked by GeeMac on December 01, 2025
Q: Hello,

You have been a champion of DSG and less so of ENGH.

ENGH provides 5.94% dividend, might be a dividend trap??
Both are down 30% +/- 1 yr.

I would have punted DSG 6 months ago, but didn't, due to your endorsement.

Credibility is important - maybe I'm missing a subtle distinction.

And I made the decision to keep it.

Thank you
Feel free to modify my question re: DSG /ENGH to put you less on the spot. I think it was Buffett who said "if can't handle your equities dropping 50% you shouldn't be in the stock market". I can handle it, but still don't like it.
All the best
Read Answer Asked by Delbert on December 01, 2025
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