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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I'm heavily weighted in the Qs.

Would you see a swap from ADBE or GOOG into LILY a good move?

Thanks
Asked by Mark on July 24, 2023
5i Research Answer:

Sector weightings need to be based on personal needs, but we strongly believe in diversification. As much as we like GOOG, it does move very similarily to the tech sector, and may not help diversification much. Same with ADBE. LLY we think would be a good swap if one is looking to improve diversity over a highly concentrated tech portfolio. 

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in ADBE, GOOG.