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  5. PNG: When you assess the weightings of your entire portfolio do you typically include ETFs as well as individual stocks or just stocks? [Kraken Robotics Inc.]

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Q: When you assess the weightings of your entire portfolio do you typically include ETFs as well as individual stocks or just stocks? I’m trying to assess if I need to trim any of my assets

Regarding PNG what do you think is a good entry price? Do you see good growth potential? Are there any other good robotics companies that may benefit from AI advancements?

Thank you!
Asked by Mark on September 18, 2025
5i Research Answer:
We would include ETF exposure with a view to the assets held. In other words, if an ETF is 100%...
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