Q: Good morning. Thank you for your timely advice to trim AGX & CRS, as a result I have $16K U.S to re-invest.
Do I invest in this newer wave of investors in HOOD or do I choose something in line with the Ai theme?
Unregistered US account, current holdings are: AMZN, AGX, CRS, CLBT, FDD, ISRG, EWJ, JPM, MSFT, NBIS, SRAD, SYK.
Thank you. David

Q: Good morning. I bought these 2 last year around July or August in an unregistered 12 stock US account.
AGX is a triple, 9.8% of the portfolio ,CRS a double, 8.1% of the portfolio.
What do you see for them going forward? Do I trim? If so do add to NBIS , CLBT or SRAD. Thank you David

Q: Hi 5i Team,

Out of this basket of US small caps would you be able to rank these from best to worst for an investment? No need to provide details about what each company does but purely a ranking and whether there are any that you would stay away from.

Thanks as always,
Jon