- Costco Wholesale Corporation (COST)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- AbbVie Inc. (ABBV)
- Home Depot Inc. (The) (HD)
- Nike Inc. (NKE)
- Verizon Communications Inc. (VZ)
- Williams Companies Inc. (The) (WMB)
- Walmart Inc. (WMT)
- CrowdStrike Holdings Inc. (CRWD)
- Jacobs Solutions Inc. (J)
Q: Hi 5i,
Thanks for your great service over the last two years. I’m very happy with how I’m doing based on your insights.
My portfolio analytics suggest I am underweight in consumer cyclicals and consumer defensive.
Please recommend your top 3 US buys in each area.
Also, please suggest your top 3 US buys right now regardless of sector.
Thanks for your great service over the last two years. I’m very happy with how I’m doing based on your insights.
My portfolio analytics suggest I am underweight in consumer cyclicals and consumer defensive.
Please recommend your top 3 US buys in each area.
Also, please suggest your top 3 US buys right now regardless of sector.