Q: Hi Peter and Team,
Thanks to 5i’s suggestion a while ago, our holdings in WSP have grown substantially. Recently, we initiated a small position in STN, which currently appears to have better momentum than WSP.
Since 5i approves of holding both, if this was YOUR portfolio, would you sell enough WSP to balance STN and WSP at 50/50?
Thanks as always for your guidance.
Thanks to 5i’s suggestion a while ago, our holdings in WSP have grown substantially. Recently, we initiated a small position in STN, which currently appears to have better momentum than WSP.
Since 5i approves of holding both, if this was YOUR portfolio, would you sell enough WSP to balance STN and WSP at 50/50?
Thanks as always for your guidance.
5i Research Answer:
Yes, we would be fine with such a strategy.