Q: I see you have ATZ in your tariff stock screener for discretionary. I have a 5.5% position - would you be reducing this if you had such a position? Thanks!
5i Research Answer:
Position sizes need to be personal, but we had a 5% ATZ position in our Balanced Model Portfolio in January and it has risen since then to above 6%. We will likely trim it soon as a risk reduction measure, likely back to 5%.