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  5. DRX: Hi, All these companies are on 5i's recommended list and have been added to Growth portfolio, in the recent past and have done well. [ADF Group Inc. Subordinate Voting Shares]
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Q: Hi, All these companies are on 5i's recommended list and have been added to Growth portfolio, in the recent past and have done well. Kudos to your Portfolio Team !!!

If the Balanced Portfolio had Cash available and room to add to Industrial/Material sector, which one/ones of these will qualify and be your choice ?

Also, if one owns all above companies, in small positions, in what order would you add, based on their respective valuations, presently and why ?

Thank You

Asked by rajeev on May 23, 2024
5i Research Answer:

Today we would add HPS.A.

For adding, this order: HPS.A, TVK, DRX

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