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Q: Hello 5i team,
I'm looking for small companies in the Science & Technology field.
Could you give me names in the Health/Bio/Med sector: 3 in US, 3 in Canada
Ditto in Tech/Soft/Serv?
Thanks and keep well
Antoine

Read Answer Asked by Antoine on September 17, 2020

Q: Good afternoon,

The technology portion of my portfolio has grown too large (about 37%) and I知 trying to figure out how to get it back to about 25%? My issue is that I知 interested in too many tech options (I.e., the ones that I own plus others I壇 like to buy). I知 looking for suggestions on which I should sell, add to or replace by buying a better option. Some were initiated with half positions that went down and some full positions grew so the proportions all over the place. I have a long time horizon and many are held in a registered account (except SHOP and NVDA). I own: KXS (3.5%), CSU (3.8%), SHOP (2.7%), PHO (<1%), ZS (3.3%), TEAM (1%), NVDA (6.1%), AAPL (11%), MSFT (4.6%) and I知 interested in buying REAL, DOCU and GOOG. I壇 like to own what are viewed as solid tech companies for future innovation and growth and I知 willing to add, remove or replace any of these companies.

I also need to add materials and REITs to my portfolio since I currently have no holdings in these. I値l use my tech trimmings to add to these sectors. Suggestions of top companies for these two sectors would also be greatly appreciated.

Many thanks for all the great work and suggestions you provide,
Lisa

Read Answer Asked by Lisa on September 08, 2020
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