Q: Hello 5i

Back in 2019 I asked if you could provide a "growthy" USA portfolio.
The above stocks were your recommendations.
Could you provide an updated "growthy" USA portfolio for 2025?
Thank you!
Dave

Q: Hi 5i team,
I was ready to sell AYX, I am at 40% loss in RRSP, and your previous answers didn't seem too encouraging., but I read the following news "Alteryx said on Monday it has agreed to be acquired by private-equity firms Clearlake H Group and Insight Partners, in a deal valued at $4.4 billion including debt...Alteryx stockholders will receive $48.25 per share"
What is your advise, sell/hold?

Q: These are the big losers in my portfolios.
So sick of looking at them and waiting for improvement (which I know is unlikely and a bad idea). My wife’s analysis of my investment strategy is “break even quick”. Are any worth holding, or is it time to just jettison the works?
I don’t mind a bit of risk, but am thinking they’re just mistakes, at this point. I believe I have a diversified portfolio over all, with none of these being overweight.

Thanks for your help.
Len