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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.

Q: Portfolio Analytics has suggested I reduce of my exposure in the Utilities sector. My holdings consist of AEP, CPX, EIX and NI. Is there one you would sell or should I maintain a position in all.

Thank you

Asked by J Stephen on August 20, 2024

5i Research Answer:

These are all performing well and up nicely on the year so far. We think if selling a trim across the board makes sense rather than ditching any particular one.

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