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  5. CLS: Huge thank you for directing me to NBIS, VRT, CLS, and NVDA. [Celestica Inc.]

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Q: Huge thank you for directing me to NBIS, VRT, CLS, and NVDA. With all of their success, I find that I have been slowly trimming these companies quite regularly. Currently I want to let them run for a bit longer than I normally would. So with that said, what is the maximum percentage of your portfolio you would feel comfortable holding the above companies before trimming?

Much appreciated!

Stefan
Asked by Stefan on October 27, 2025
5i Research Answer:
Weightings of course need to be based on personal risk profiles. The issue here is that these...

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

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