Q: You recently suggested to Brian that alumine would be a good buy. You have generally been positive on lumine. I have some but have been hesitant to buy more. In contrast, I have a full 5% and even more in CSU. For an older person with a more or less balanced portfolio and with some risk tolerance, what percentage would you suggest?
Thanks as always for your great work
Thanks as always for your great work
5i Research Answer:
We can't provide personal position sizes, but would note LMN is 3.9% of our Balanced Model Portfolio as a guideline. It is much smaller than CSU and should be considered riskier than CSU overall.