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Q: Hi 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
Read Answer Asked by David on April 30, 2024
Q: Hello Folks:

Recently we purchased a position ($210) in BA feeling it had good upside....now $165.00
Our other option at the time was GE
Did we make the wrong decision?
How do you consider upside of each of these 2 companies; would you feel we should take a BA loss to invest in GE.
In the past we have been long term investors of each of these two companies.
Perhaps neither has much up-side.
Thank you so much
brian

Read Answer Asked by Brian on April 17, 2024
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