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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 am beginning to transition my portfolio from a growth portfolio to a more defensive posture. My portfolio analysis indicates I am approximately 6% underweight in both Consumer Defensives and Consumer Cyclicals. I have some U.S, cash to deploy, what would be your top recommendations for these two areas? Thank you in advance!
Read Answer Asked by Sean on November 27, 2024
Q: Hello Team,

My TFSA is currently not getting the returns I'm hoping for, can you please rank the above companies to purchase today in a TFSA account.

Also if you feel strongly about any other high growth stocks I'm missing pls include 2 or 3 additional ideas.

Thanks!
Read Answer Asked by Kevin on November 27, 2024
Q: Your thoughts on keeping three out of 5 pharma names: ETF IHI, Gilead Sciences, Bristol Meyers, Abbvie and just bought Pfeizer few weeks ago - hopeful on the Seagen purchase in 2023. I have room only for 3,

Thank you!
Read Answer Asked by Nhung on November 27, 2024
Q: I am currently at loss with TLT in my cash account. I want to sell it as tax loss. I am thinking buying HYPT in margin account with interest rate of 7.95%. HPYT has yield of 17.27%. So, theocratically I can make 9.32% if I do not sell it. I want to hold it for a medium term 3-5 years. Does it make sense? Will it be more risky than investing in TLT?
Read Answer Asked by Numa on November 27, 2024
Q: Hi 5i Team,

It seems like your current view, including from your monthly commentary, is that small and mid caps are continuing to look attractive and the forward returns are historically attractive after past US elections. With this in mind, something I struggle with is a large proportion of my portfolio is in large cap stocks, including 10% of my portfolio in NVDA. A lot of this is due to the strength in large caps since 2022 and my bias has been to continue to hold them at a higher percentage as they have provided strong returns over the past few years. Although, these large caps, including NVDA continue to grow and execute my feeling is that I should trim stocks like NVDA down to 5% and use those excess proceeds to invest further funds into small and mid caps to potentially capitalize on the large gap in valuations between small and mid caps and other tailwinds like declining interest rates. For a growth investor with 20+ years of investment horizon would you recommend going the route of trimming NVDA and other large cap winners to a 5% portfolio weight and re-allocate into small and mid caps?

Thanks as always,
Jon
Read Answer Asked by Jonathan on November 27, 2024
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