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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: Hi,

Do you think that the Growth Portfolio is poised to outperform the balanced portfolio moving forward? You've mentioned in other threads that small caps have underperformed in the past 5 years; is that compared to large caps, or is that compared to an index?

Also, when comparing both portfolios to American ETFs such as VFV, they both seem to underperform. Which portfolio would you recommend for a long-term 40-year hold in a TFSA to maximize returns? Or would you recommend a different investment into an American fund to maximize returns over that same time horizon?

I like the strategy of investing in small-cap stocks for higher growth but also don't want to disregard the balanced portfolio if you believe that small-caps will continue to underperform moving forward.

Looking forward to hearing your thoughts
Read Answer Asked by Bill on September 27, 2024
Q: Hi 5i team,

What would be your current 5 best (highest conviction) buys in each of the following categories please.
1. small cap
2. mid cap
Hold target is 3-10 years or longer.
I prefer these categories as they seem to have the most torque (in the right environment) albeit also the most risk.


Cheers,
Steve
Read Answer Asked by Stephen on September 25, 2024
Q: Peter and His Wonder Team
This gold company is up 12% on high volume. Your opinion please...what do you think? Thanks for your help.
Read Answer Asked by Ernest on September 24, 2024
Q: With the markets at all time highs, are there certain stocks you think people can scoop up or add to that have good growth opportunities at a reasonable price? I know 5i is not usually worried about buying companies at 52 week highs, but it is still something difficult for me!
Read Answer Asked by Mike on September 24, 2024
Q: What are your comments for current new money in these small caps
Read Answer Asked by JOHN on September 24, 2024
Q: I own both Propel and Goeasy. Goeasy I've owned for quite some time, Propel I have been adding to slowly for the last 4 months. I would like to continue to own both. Would you balance the two out by selling some Goeasy to equal out the value of the two? If not, what sort of ratio would you suggest.
Read Answer Asked by Ric on September 24, 2024
Q: THIS EQUITY IS GAINING SOME SOLID MOMENTUM. UP 25% IN JUST 2 WEEKS.
MAY I HAVE YOUR OPINION?
Read Answer Asked by terrance on September 24, 2024