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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: Making some adjustments based on portfolio analytics.
Whats your best growth suggestions for:
Health care (us/ international)
Industrial (us/ international)
Consumer defensive (us/ international)
Consumer cyclical (us/ international)
And what is your favorite way to add a fixed income component?
Take appropriate credits as nessacary.
Thx for the great service.
Read Answer Asked by Todd on October 15, 2021
Q: According to portfolio analytics I need to increase my allocation to healthcare.
Have MRK. Please rank the following from 1. growth perspective 2. safety perspective: MDT SYK ABBV ZBH REGN
Read Answer Asked by Doug on October 13, 2021
Q: Your Portfolio Analyzer tells me that I need more 'Healthcare" since I only have UNH and Well. Can you suggest an addition?

It also noted that I have zero consumer defensive. Can you suggest two for this sector.

A further note was being over weight in Canada.

Thanks again! Dan
Read Answer Asked by Danny-boy on October 08, 2021
Q: I recently took profits in IBB and ARKG. I like the sector but would prefer a more focused approach. What are your 5 best biotech stocks for a long term hold. Thanks for this great service. I tell everyone that the best value around is a 5i membership.
Read Answer Asked by Christopher on October 07, 2021
Q: Now that Knight is no longer part of the BEPORT is 5i looking at a sector replacement and if so what is it? If not, since we are not restricted by borders, should we look to the U.S. for a sector weight?
Read Answer Asked by Jeff on September 22, 2021
Q: I would like to start a Growth portfolio, with 60% US and 40% Canadian stocks. I have approximately $300,000 for this account and a long term view. Would appreciate some suggestions. thanks
Read Answer Asked by Joanne on August 09, 2021
Q: On CNBC on Friday Tom Lee disclosed these 20 as his "Epicentre Stock Portfolio" and opined that the bottom is in. He seems to be quite revered and apparently his calls have been more correct than not. Could you list your best seven from this list that you would buy today in order. Any other comment of course welcomed as well - Ken
Read Answer Asked by Ken on May 17, 2021
Q: I have similar weightings of MDB, DOCU, PAYC, CRWD, GH, NET, and TWLO in my US RRSP account. As per the recent report recommendation from 5i, I would like to rotate some of my lesser quality stocks into strong value stocks or ETFs. Can you suggest 2 of 3 of the above that you would recommend I reduce or sell out and what strong value plays would make sense to backfill them with? Am I interpreting the guidance of the report correctly? Thanks!!
Read Answer Asked by Marc on March 22, 2021
Q: Hi 5i team,
My nephew turned 18 last year and has now 11K in his TFSA ready to invest.
What would be your suggestion (s). It can be a mix of CDN and USD stocks/ETFs.
Obviously, it would be several years before needing any of the money so some risk can be taken.
Thanks
Read Answer Asked by Marco on March 08, 2021
Q: I am looking to rebalance my non-registered portfolio, which will mean taking capital gains and transfer to my TFSA. Today, my position is about equal in RY, BMO and CNR.
I would like to reinvest the cash from these capital gains in Tech and Health sectors from 5i's balanced portfolio. I do not have either sector in my TFSA today.
Which of the 3 non-registered stocks would you suggest selling?
What would you recommend buying for TFSA?
Read Answer Asked by George on January 28, 2021
Q: I am considering the above to add to my tfsa, please advise in order which are best suited today or please add your own suggestions. Thanks
Read Answer Asked by Peter on January 20, 2021
Q: My portfolio is a little out of balance when it comes to healthcare stocks.

I am considering: WELL.CA, VEEV.US, GH:US, SYK.US, BIIB.US, ABBV:US, AMGN:US. (I already own IHI and BAX)
Are there others that you would add to the list?
Is there an ETF that you would recommend?
Could you please rank the above stocks with regards to 3-5 year hold?
I sold my position in GUD about a year ago.

Thanks!!
Read Answer Asked by Brian on November 10, 2020
Q: HI 5i Team,
In my USD account I hold REGN and ABBV @ 3.5%. I am considering adding ALXN growth. What is your opinion of this stock? If not this then any alternative? Dividends are not a priority.
Over the last 3 year of my membership, have immensely benefitted from your advice. Keep up the good work.
RR
Read Answer Asked by Rajinder on November 02, 2020
Q: hi group I asked a question on bio tech last Wed - no response as of yet ? - please follow up. The question was do you like the sector/ and what ETFs /top 3 individual stocks do you recommend thanks
Read Answer Asked by Terence on October 19, 2020
Q: I currently have PFE, GILD, MDT and ABBV in my Healthcare sector. I am looking to add a couple of names - I have been looking at MRK and BMY - your opinion please on these AND can you provide some other US healthcare companies that might be of interest to you at this time. Greatly appreciate your comments.
Thanks
Read Answer Asked by JOHN on October 06, 2020
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