skip to content
Detailed Quote
Questions on this company?
Become a Member
Company Profile
Interactive Chart
Key Ratios
Earnings
Analyst Recommendations
5i Recent Questions

Q: Making some adjustments based on portfolio analytics.
Whats your best growth suggestions for:
Health care (us/ international)
Industrial (us/ international)
Consumer defensive (us/ international)
Consumer cyclical (us/ international)
And what is your favorite way to add a fixed income component?
Take appropriate credits as nessacary.
Thx for the great service.

Read Answer Asked by Todd on October 15, 2021

Q: About 1 year ago you provided some general guidance on a retirement portfolio and Im wondering what changes, if any, you might recommend given another year has passed. Im not looking for specific guidance but rather suggestions for me to investigate further given how the investing landscape has changed this past year. Retirement horizon is 5 years and the portfolio has the following holdings: ZAG(26%), ZSP (3%), CDZ(65%), ZEA(6%). We have a large cash position that were ready to deploy. First, what is your take on the viability and allocation of the current holdings? Second, what are some ETF suggestions for the cash - add to existing ETFs or do you have alternative funds youd recommend for us to investigate. Thanks so much!

Read Answer Asked by Warren on October 04, 2021
Insiders
Share Information
News and Media