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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: I would like to buy a few US stocks but do not want to open a US account. Therefore, I believe my options are CDRs or purchase a US stock in a CDN account. Which is a better option in your opinion?

Carl
Read Answer Asked by Carl on June 20, 2025
Q: I hold the Franklin Quotential Diversified Income Portfolio Series F (TML3253) mutual fund in my RRSP. It accounts for about 10% of my entire portfolio. I pretty much ignore it, mostly because I find bonds hard to understand. Do you think retirees need bonds in their portfolio if they hold a lot of dividend stocks and funds like FIE and EIT, plus keep a years worth of cash to live on outside of the market? If yes, would you continue to hold this fund or move into a bond ETF? And what ETF would you suggest? And if no bonds, what would you suggest moving the fund into? Thank you.
Read Answer Asked by Kim on June 20, 2025
Q: Dear 5i
Which one of the above five stocks would be your preference for in a TFSA account ?
What would be your overall order of preference ?

Thanks
Bill C
Read Answer Asked by Bill on June 20, 2025
Q: David Picton is claiming the traditional 80/20 or 60/40 portfolio is history and investors should be thinking about having a 40, 30, 30 portfolio with liquid alternatives (alpha driven strategies). They suggest something that does not move in sync with bonds or stocks. What is your opinion on this and if you support this strategy what alternative investments would you suggest a novice in this area look into? Anything at Picton Mahoney? Thank you!
Read Answer Asked by Neil on June 20, 2025
Q: Hi
past questions at 5 i indicated that it had slow years in 2023 and 2024
B Gardiner on BNN market call made it one of her top picks
is it a mixture of gold, minerals and nickel and copper? as I have some gold stocks
and TCK.b
what do you think of ALS.ca in terms of investment for some dividend and hopefully a good prospect for the rest of 2025 (next 12 months)? does Mr Trump's tariff helps this stock
Michael
thanks
Read Answer Asked by Michael on June 19, 2025
Q: Good afternoon,

I am planning on rethinking the majority of my investment strategy (choosing my own stocks). I plan on switching to a more ETF focused approach where I have 20% in bonds/gic, 15% US ETF, 20% Canadian ETF, 20% Foreign ETF and the rest left to my whims. For the Foreign ETF I was think VXUS and SPY for the US but what would be your recommended ETFs for US, Canada and Foreign (and perhaps bonds)?
For reference I am in my early 20s so I have a bigger risk appetite and presumably longer time horizon.

Thank you very much,
Aidan
Read Answer Asked by Aidan on June 19, 2025
Q: What do you believe has the higher probability of greater return- 10 yr Hold. Is there a name that you call out as an alternative to these?

Thx as always for the excellent service.
Read Answer Asked by Chris on June 19, 2025
Q: What sectors would be your top pick for growth over the next year or two?
Read Answer Asked by ZIM on June 19, 2025
Q: With PNG's bought deal and the stock trading down close to the bought price of 2.66, is this an opportunity to add to position at a bit of a discount? The thesis is once the bought deal is finished, the company and stock should continue to perform as well, if not better, as it was before the deal. The new money will fund expansionary growth and as the company hinted at, perhaps finance an acquisition. Make sense?
Read Answer Asked on June 19, 2025
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