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Amazon.com Inc. (AMZN $219.36)
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Costco Wholesale Corporation (COST $985.84)
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Microsoft Corporation (MSFT $496.62)
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NVIDIA Corporation (NVDA $160.00)
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AbbVie Inc. (ABBV $189.77)
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AdvisorShares Focused Equity ETF (CWS $70.26)
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SPDR S&P 500 ETF Trust (SPY $620.34)
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Veeva Systems Inc. Class A (VEEV $280.63)
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ARK Innovation ETF (ARKK $70.90)
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CrowdStrike Holdings Inc. (CRWD $507.71)
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Jacobs Solutions Inc. (J $132.99)
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Unity Software Inc. (U $29.40)
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Upstart Holdings Inc. (UPST $76.07)
Q: Hi guys,
Here are my u.s. holdings and percentage; cost 5.5%, nvda 5%, msft 4.5%, J 3.5%, amzn 3%, crwd 2.75%, abbv 2%, U 1.5%, upst 1.5%, veev 1.5% plus 2 etf's, arkk 3%, spy 3.5%
(Also i2i fund 1.5%)
Are there any red flags here or changes that you would recommend for a growth/balance portfolio? The rest of my portfolio is a cross between your (5i's) balance and growth funds.
Happy new year and stay safe,
Jim
Here are my u.s. holdings and percentage; cost 5.5%, nvda 5%, msft 4.5%, J 3.5%, amzn 3%, crwd 2.75%, abbv 2%, U 1.5%, upst 1.5%, veev 1.5% plus 2 etf's, arkk 3%, spy 3.5%
(Also i2i fund 1.5%)
Are there any red flags here or changes that you would recommend for a growth/balance portfolio? The rest of my portfolio is a cross between your (5i's) balance and growth funds.
Happy new year and stay safe,
Jim
Q: I was looking for a similar US etf to CWS. I like this etf but 5i seems to feel that the fees are too high so I would like your opinion on an alternative.
Thanks James
Thanks James
Q: I would like your opinion on etf. Thx J