• Amazon.com Inc. (AMZN)
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• Costco Wholesale Corporation (COST)
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• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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• Intuitive Surgical Inc. (ISRG)
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• NVIDIA Corporation (NVDA)
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• Salesforce Inc. (CRM)
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• Eli Lilly and Company (LLY)
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• Visa Inc. (V)
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• Blackstone Inc. (BX)
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• Boyd Group Services Inc. (BYD)
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Q: Dear 5i Team I sold BYD recently. I would like to replace with something US. I have visa Costco, ISRG, Google, Lily Would you happen to know a few founder led companies I can do some research on? Thank you Brent

Upvote 15

Read Answer Asked by Brent on November 20, 2024

• Broadcom Inc. (AVGO)
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• Microsoft Corporation (MSFT)
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• QUALCOMM Incorporated (QCOM)
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• Salesforce Inc. (CRM)
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Q: Hi There,

I own the first 3 companies in equal weightings and have done reasonably well with each. I’d like to buy AVGO but I need to sell one of the three.

All things considered which 1 do you think I should sell with a 5 year horizon.

Thank you!

Upvote 8

Read Answer Asked by Robert on November 04, 2024

• Salesforce Inc. (CRM)
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• Oracle Corporation (ORCL)
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• Palantir Technologies Inc. Class A (PLTR)
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Q: If you were to replace CRM, what would you replace it with?

Thanks for your service!

Upvote 2

Read Answer Asked by Ozzie on September 17, 2024