Q:
This question is prompted by concern I felt upon seeing portfolio consists almost entirely of growth companies, few dividend payers, and no bond holdings. After reading the notes, articles and opinions of several financial analysts and investment gurus, I gather:
— that “value investing” has not worked for the past decade; and
— that now however is the time for investors to adopt a Value-centric approach.
Do you agree with this sentiment? If yes, does 5i have screens (or links to them) of US-listed companies whose share prices have declined more than fundamentals justify AND whose prospects for share price appreciation look good going forward ?

Additionally, IF, and *ONLY IF*, you believe “value’s time has come” do you have a US-listed value-oriented ETF that you care to recommend? I reviewed these two ETFs: ILCV and VLUE. Do you like either one? If yes, do you prefer one over the other? Or do you have other suggestions? Thanks! :ao: sab

Q: Continues to move north. Anything on your radar to account for this?

Thx

Q: Hello Team,

I have been with the above stocks and seen their highs in my portfolio. The punishment for not selling however is to see them crash and burn. Some I still have some money left in and some I have lost 98% of the original investment (APPS).

So, should I just sell them all or is there an argument that one (thinking MGNI) may be worth keeping.

Thanks for all the help! :)