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NVIDIA Corporation (NVDA $186.60)
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Celestica Inc. (CLS $434.46)
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Vertiv Holdings LLC Class A (VRT $166.65)
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Nebius Group N.V. (NBIS $85.98)
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
Much appreciated!
Stefan
5i Research Answer:
Weightings of course need to be based on personal risk profiles. The issue here is that these stocks are quite highly correlated to the AI boom. If there is a shift in growth expectations, they will all likely take big hits. We are fairly confident in the mid-term, but at some point the spending boom will most likely slow down. WE (higher risk investor) would be fine at NVDA 7%, CLS 6% (watch our growth portfolio for suggested allocation on CLS), NBIS 5%, VRT 4%. We have let NVDA run higher than 7% in the past at times.
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.