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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: Thanks very much for your really insightful answers.
Which ETFs capture the blockchain technology space? Any ranked recommendations?
Read Answer Asked by James on July 22, 2025
Q: Your take on bitcoin/ crypto. I’m 74 , financial advisor for 40 years. My mind doesn’t let me rationalize Bitcoin etc. so it is the world passing me by?
Read Answer Asked by Bill on July 22, 2025
Q: At today's price, for a 5 year hold, how would rate these stocks? In what order would you purchase and at what price?

Do you think that Fico price has now stabilized?
Read Answer Asked by V on July 22, 2025
Q: I have about a 6-7% position in each of bep.un, bip.un and BN. I am thinking of adding a bit of BAM (eg.3%) But i am wondering if adding bam would duplicate too much of the components of the other three. Would Bam add much to my portfolio is there too much duplication?
Read Answer Asked by arnold on July 22, 2025
Q: Back in May, Craig had asked a question about BRK.B and its current valuation, and the response was:
"Historical multiples have been in the range of 17X to 33X, with an average in the low 20s. It is 25X right now so on the high side of history."

A few questions:
- was this referring to a PE ratio?
- now that it has declined a bit, what is the current valuation multiple?
- is this ratio listed in the BRK.B "profile" page on 5i?
Read Answer Asked by Mike on July 18, 2025
Q: Good afternoon 5i team!

I watched an interview with Tom Lee from Fundstrat Capital regarding how he's been named chairman at BNMR. The company is discribed as the Microstrategy (MSTR) of Etherium. Can you offer your thoughts on the company. I've listened to Lee's commentary for the last few years and he's generally been spot on with respect to S&P performance, tech stock performance, and at the moment, seems fairly accurate with his Bitcoin/crypto call. It has had a wild ride over the past couple of weeks, but if it is, in fact another MSTR, then it might be worth dipping a toe in here.....albeit, a very small toe.(lol)
Read Answer Asked by David on July 18, 2025
Q: Good afternoon - I have several Brookfield positions. My BN and BAM positions have more than doubled. My BEPC and BIPC positions have done well but nowhere close to a double. I do get higher dividends in BEPC and BIPC but BAM pays almost 3% at current prices. I'm thinking of selling BEPC and BIPC and putting the proceeds into BAM. The tax consequences are manageable. Your thoughts, please.
Read Answer Asked by alex on July 18, 2025
Q: hi folks:

i try my best to avoid any counter party risk in my portfolio (because i am a luddite and think the derivative markets are in search of a pin)

2 questions:

are there any crypto etfs/funds that you are aware of that actually hold the underlying crypto asset?

seondly (with the same proviso) are you aware of a'one stop' crypto etf that would have say 50% BTC and the balance allocated amongst the 'others'

overall, looking for a one ticket solution with actual ownership

thank you

ps. as i understand it,. assets like IBIT, ETC ......do not meet the 'ownership criteria' noted; whereas FBTC (fidelity) and BTCC (purpose) do
Read Answer Asked by Robert on July 17, 2025
Q: What are your thoughts on IBKR as it's stock price seems to be breaking out and over 1/2 its business is retail investors.

Hood has done "tremendous" as of late, do you think IBKR could be next to outperform?

thnx

Dave
Read Answer Asked by David on July 16, 2025
Q: Hi 5i,

I am Canadian and holding the above stocks. I am so upset that brk.b not do well these days, because I am holding 2/3. 1/3 are holding the rest including RY, TRI, CNR, CP, ENB, DOL. would you please comment above stocks. I am not an aggressive person but look for re-balance to get better sleep.

Many thanks.
Read Answer Asked by kwokwai on July 15, 2025
Q: NVDA has now grown to 8% of my portfolio and I am considering paring it back down (again) to 5%. I don't have any crypto exposure, so am looking at investing the freed-up funds in HOOD. This would bring my investment in financials to just over 30%. I know you can't comment on individual allocations, but if this were your portfolio and you already held BN, BAM, X, V and HMAX...would you be concerned about putting too many eggs in the same basket? Or would you feel there is sufficient diversity within the already-held funds to add HOOD? Thank you.
Read Answer Asked by Maureen on July 14, 2025
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