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5i Recent Questions
- Apple Inc. (AAPL)
- Alphabet Inc. (GOOGL)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Crocs Inc. (CROX)
- Uber Technologies Inc. (UBER)
- TransMedics Group Inc. (TMDX)
Q: Hello 5i,
NVDA is our largest position. GOOGL is 2nd and AAPL is 5th . With potential headwinds for GOOGL (except for Waymo) and AAPL (lower sales and China bs), would it be prudent to trim a full position of GOOGL and/or AAPL to a ¾ or ½ position and reallocate funds to other stocks?
We have a few options for those funds. Sector allocation is not important.
Increase positions in 1 or 2 of: CROX, ASPN, TMDX, CLBT, UBER, AMD, AVGO
Add new positions in 1 or 2 of: CECO, CRM, SMCI, VRT, SNOW, AAON, BKNG
Thank you
D&J
NVDA is our largest position. GOOGL is 2nd and AAPL is 5th . With potential headwinds for GOOGL (except for Waymo) and AAPL (lower sales and China bs), would it be prudent to trim a full position of GOOGL and/or AAPL to a ¾ or ½ position and reallocate funds to other stocks?
We have a few options for those funds. Sector allocation is not important.
Increase positions in 1 or 2 of: CROX, ASPN, TMDX, CLBT, UBER, AMD, AVGO
Add new positions in 1 or 2 of: CECO, CRM, SMCI, VRT, SNOW, AAON, BKNG
Thank you
D&J
- Apple Inc. (AAPL)
- Alphabet Inc. (GOOGL)
- Microsoft Corporation (MSFT)
- Visa Inc. (V)
- BCE Inc. (BCE)
- TELUS Corporation (T)
Q: Hi folks,
I hold BCE and Telus in my RRSP. Would like to reduce my weighing in BCE. With that money I am looking at adding to one of... GOOGL, MSFT, AAPL or VISA which would bring one of these to a 9% weighing which I'm okay with. May I have your opinion as to which one you would add to and why.
Thanks
I hold BCE and Telus in my RRSP. Would like to reduce my weighing in BCE. With that money I am looking at adding to one of... GOOGL, MSFT, AAPL or VISA which would bring one of these to a 9% weighing which I'm okay with. May I have your opinion as to which one you would add to and why.
Thanks
- Apple Inc. (AAPL)
- Intuitive Surgical Inc. (ISRG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- JPMorgan Chase & Co. (JPM)
- Eli Lilly and Company (LLY)
- McDonald's Corporation (MCD)
- Visa Inc. (V)
- Exxon Mobil Corporation (XOM)
- Axon Enterprise Inc. (AXON)
- Berkshire Hathaway Inc. (BRK.B)
- Palantir Technologies Inc. Class A (PLTR)
Q: I am currently doing my quarterly rebalancing of my portfolio. I need to up my US equity holdings. My current US holdings are AAPL, BRK.B,XOM, JPM, MSFT, MCD, V. What are your favorite long term US holdings right now ?
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