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Apple Inc. (AAPL)
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Broadcom Inc. (AVGO)
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Microsoft Corporation (MSFT)
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UnitedHealth Group Incorporated (DE) (UNH)
Q: I am looking at rebalancing my portfolio. I am currently overweight Tech and financials and underweight health care, Consumer Discretionary, and Communication.
Can you please provide suggestions on which of the tech stocks you would recommend trimming (maybe Apple? priced as a growth stock but not growing much?) and which of the listed health stocks (or other) would you recommend starting a position in?
Thank you!
Peter
Can you please provide suggestions on which of the tech stocks you would recommend trimming (maybe Apple? priced as a growth stock but not growing much?) and which of the listed health stocks (or other) would you recommend starting a position in?
Thank you!
Peter
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Broadcom Inc. (AVGO)
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NVIDIA Corporation (NVDA)
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Celestica Inc. (CLS)
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Advanced Micro Devices Inc. (AMD)
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Vertiv Holdings LLC Class A (VRT)
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Nebius Group N.V. (NBIS)
Q: Hello 5i Team,
Looking into your crystal ball for 2025, is this the year for AMD to finally show some stock price appreciation? I have held it for several years now, and am still underwater by over 12%.
I’m losing some patience, considering the relative growth in NVIDIA (which I’ve done exceptionally well with and still hold, thanks to 5i). I notice that in recent questions, some 5i members also hold AMD, and I’m wondering if you guys are not losing patience, as well?
Do you have three other tech or AI-related picks (any cap size) that you have a much stronger conviction in than AMD, for a three-year hold? Or, is there a potential catalyst on the horizon that might indicate staying the course with AMD?
Thanks very much,
Brad
Looking into your crystal ball for 2025, is this the year for AMD to finally show some stock price appreciation? I have held it for several years now, and am still underwater by over 12%.
I’m losing some patience, considering the relative growth in NVIDIA (which I’ve done exceptionally well with and still hold, thanks to 5i). I notice that in recent questions, some 5i members also hold AMD, and I’m wondering if you guys are not losing patience, as well?
Do you have three other tech or AI-related picks (any cap size) that you have a much stronger conviction in than AMD, for a three-year hold? Or, is there a potential catalyst on the horizon that might indicate staying the course with AMD?
Thanks very much,
Brad
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Broadcom Inc. (AVGO)
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Micron Technology Inc. (MU)
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NVIDIA Corporation (NVDA)
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Pure Storage Inc. Class A (PSTG)
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Celestica Inc. (CLS)
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Vertiv Holdings LLC Class A (VRT)
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Arm Holdings plc (ARM)
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Nebius Group N.V. (NBIS)
Q: Other than the joint venture partners, what companies do think will benefit the most from the AI infrastructure plan introduced by Pres. Trump on Tuesday? I suspect VRT and CLS will benefit, but I am sure there are others in AI support businesses.
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