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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: Hello 5i team,
Regarding REAL: you mentioned it is now a weighting decision. I am a patient investor who likes to buy quality companies while they are at bargain price. If a full position is 5% in an already diversified portfolio, up to what weighting would you recommend? What surprised (disappointed) you and the market in their quarterly results or conference call?
Thank you for your collaboration, Eric
Read Answer Asked by Eric on November 25, 2020
Q: Hi Peter !
My US holdings are ADBE,AMZN,TEAM,NFLX,MA,MSFT,AYX,ARKW and I would like to add 2-3 more US stocks to my US dollar portfolio. Could you please make some suggestions that would compliment the above.
I just started ARKW 5 days ago.
Thanks Andrew
Read Answer Asked by Andrzej on November 25, 2020
Q: Prior to the Covid pandemic I was stockpiling cash in anticipation of a long, overdue market correction. Still buying and selling but mostly selling. I can imagine that a lot of us retirees where doing the same. Most of my portfolio I left untouched assuming yield protected it from a major downturn. Wrong!!

I never really sold but waited for the portfolio to recover as value came back in fashion. I also bought beaten down value stock (banks, insurance companies and large, unloved tech companies, etc.) as this progressed.

My question to you is this. Has my generation (approx. 140 yrs. old) stockpiled enough cash going through this to continue driving this recovery up. I suspect that this is a difficult one to answer but I didn't have anything better to do since I was dropped from the Olympic Team.
Read Answer Asked by Larry on November 25, 2020
Q: In your reply to Dan regarding Amazon and high valuations you mentioned being cautious on companies with “commodity like” businesses receiving high valuations.
Could you give a couple of examples with a couple of explanatory comments so members will have a guideline on these things and know what to watch for.
Thank You for your great service
Clarence
Read Answer Asked by Clarence on November 25, 2020
Q: Hi 5i, Of these ETFs will you please help me pick 3 you think had a better outlook, for a 3 years hold, I would think, now that the vaccine is ready, cloud etfs would slow down
Thanks
Read Answer Asked by Fernando on November 25, 2020
Q: I own grt and tcn .recently i added BSRon very positive recommendation from a Fund manager on Bnn . how good is BSR?
REAL and Cjt are slipping .i own real and consider buying CJT if its good at the lower price
Read Answer Asked by thambirajah on November 25, 2020
Q: Looking to buy a stock in the clean and green space. Came across Capstone Turbine (CPST). Could you please comment on it
Read Answer Asked by Howie on November 25, 2020
Q: Hi team,
Cryptocurrencies seem to be gaining support. Not sure that I am ready to jump in and buy any bitcoin but thinking about perhaps a small position in perhaps an ETF.
Would be interested in your thoughts on this area and would you look at the cryptocurrency space, or is looking at the blockchain technology a better way to play this sector.
Can you recommend some ETFs in this area.

Your advice is much appreciated
Paula
Read Answer Asked by Paula on November 25, 2020
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