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5i Recent Questions
Q: I have owned Costco for many years and have done well on my investment...
- I have Always kept Walmart on my radar, never purchased...

1. Should I Add to my Costco holdings or Add Walmart as well to my Portfolio...

2. Your thoughts on Valuations at current for both

Thanks in Advance,
Read Answer Asked by michael on March 18, 2024
Q: Hello 5i,
I need to increase my U.S. exposure in 1) healthcare 2) consumer discretionary and 3) consumer staples.
Can you please recommend 2 stocks and 1 ETF for each of these sectors for a 3-5yr hold.
Thank you.
Read Answer Asked by Trevor on February 08, 2024
Q: I hope you all had a great holiday. This is for when you get a chance.
I am planning trigger a loss by selling DG to help offset all the capital gains that I will have in 2024. Wanting to replace it with WMT, Cost, L, MRU or EMP.A. Looking for net return. Your thoughts please.
Happy New Year.
Read Answer Asked by Ian on January 01, 2024
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