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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Balanced Equity Portfolio (BEPORT)

Q: I follow the Balanced Equity portfolio and have enough new money to add to three of my underweight positions. Of the following, which would be good to add to now?

CAE, CCL, KXS, MG, RCH

Thank you.

Asked by Walter on March 26, 2024

5i Research Answer:

We think KXS looks best today for an add.

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