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5i Recent Questions
Q: Growing economic inequality and an expanding class of super-rich seem to be basic global trends. Are there etfs targeted to luxury goods and if so, what are the best performers? If no etfs, can you recommend 3 companies?
Jack
Read Answer Asked by John on August 06, 2025
Q: 1. What percentage do you advise allocating to discretionary sector.
2. Included are non-US names because of pricing power/ controlled supply. If I missed any from your favs, please add to the list.
3. Recently you answered my question on industrial stocks based on
a) core [large, defensive names]
b) high growth regardless of size
c) recent strength and positive momentum.
Applying that to my list of discretionary stocks, please rank in each category (1-3, with 1 strongest)
Thanks
Sam

Read Answer Asked by sam on February 05, 2024
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