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  5. H: Your opinion please regarding portfolio construction. [Hydro One Limited]

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Q: Your opinion please regarding portfolio construction. Better to add to an existing position in X.TO to bring it from 3% to 4%, or better to initiate a 1% position in H.TO? Separately, which of these two is trading at a better valuation relative to their historical average?

Thanks
Asked by Joel on May 13, 2024
5i Research Answer:
We like X, but we also like H, and we like diversification more than either alone. We would be...
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