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5i Recent Questions
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
Read Answer Asked by David on June 26, 2025
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
Read Answer Asked by David on June 06, 2025
Q: Merry Christmas. I'm doing some trimming in my unregistered U. S. account early in the new year. I have had a great run with both these stocks. Does either 1 have any headwinds ? Which has more upside ? Trim both, or sell 1?
Have a great new year gents.
David
Read Answer Asked by David on December 31, 2024
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