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Q: With new funds, looking to allocate for growth - but bearing in mind risk.
Which ones would you focus on [what's their "add"], with your expectations over 3+ years, and entry prices.
Thanks
Which ones would you focus on [what's their "add"], with your expectations over 3+ years, and entry prices.
Thanks
- Old Dominion Freight Line Inc. (ODFL)
- Uber Technologies Inc. (UBER)
- Jacobs Solutions Inc. (J)
- RTX Corporation (RTX)
Q: Hello Team,
According 5i Portfolio Analysis, I need to increase US Industrials. Could you suggest three names please.
Thank you!
According 5i Portfolio Analysis, I need to increase US Industrials. Could you suggest three names please.
Thank you!
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Eli Lilly and Company (LLY)
- The Trade Desk Inc. (TTD)
- Axon Enterprise Inc. (AXON)
- CrowdStrike Holdings Inc. (CRWD)
- Jacobs Solutions Inc. (J)
- Vertiv Holdings LLC Class A (VRT)
- Amentum Holdings Inc. (AMTM)
Q: My portfolio contains the following securities: DRX, ATD, GOOG, AMZN, AMTM, AAPL, ATZ, AXON, BNS, BAM, BN, CSU, CRWD, DIR, EXP, LLY, ENB, GSY, HPS, ISRG, J, LMN, META, MSFT, NVDA, SHOP, TFII, TTD, TD, VRT, WSP. Most of these are under or at a full position except for AXON (higher). I have some cash I would like to deploy. Which would you add to today please for a long term investor age approx 40yr. Would you look to urgently sell any. Thanks!
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