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  5. MISC: Hi 5i Team - Your three portfolios for Canadian stocks are very valuable and this includes the updates which I pay close attention to. [Miscellaneous]
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Q: Hi 5i Team - Your three portfolios for Canadian stocks are very valuable and this includes the updates which I pay close attention to. Just wondering if you have considered developing one or more portfolios of U.S. companies, not necessarily using all the same criteria as for the Canadian ones, but something along the same lines.
Thanks.
Asked by Rob on November 05, 2024
5i Research Answer:

It is not likely, but always something we discuss. The main issue is compliance. We are not allowed to own Canadian individual stocks. If we set up a US portfolio we would want the same criteria, yet no staff would stick around if we told them they couldn't buy ANY stocks. The other issue is that the US market is so big, we are not convinced we could cover it as closely as we would want to with our current staff complement.