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5i Recent Questions
Q: Hi I currently hold these US companies. Can you please suggest your top 10 US companies that would compliment these the best for a long term hold? In order ideally. A growth rating 1-10 (10 being the best) and a risk rating 1-10(10 being the riskiest)

Thanks so much
Read Answer Asked by Nick on September 11, 2025
Q: My tech component of my portfolio is 43% and want to rebalance my portfolio so tech is about 33%. In tech CSU is 33% NVDA 20% Shop 15% Rest are about 6% to 8%. Is there 1 or 2 I should sell due to overlap? What should I do?
Also is there an argument that shopify fits into the consumer discretionary space?
Also am I missing a tech name?
Thanks take more credits if needed
Read Answer Asked by Stephen on August 25, 2025
Q: I'd like to either start a 4% position in TRI or bring the other 4 positions up closer to 5%. Also I could just start a smaller position in TRI and bring the others up a bit, distributing funds across the names. If you could rank order these names, it might help me decide. As is, now MSFT and AMZN are quite small positions. Would any be affected by Tariffs? Just not sure how bullish you are on TRI vs the others. Thank you very much for continued great investment analysis.
Read Answer Asked by Gordon on July 16, 2025
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