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  5. MISC: 5i has been a terrific resource for many things, including recommendations for great stocks that I would never have owned otherwise. [Miscellaneous]

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Q: 5i has been a terrific resource for many things, including recommendations for great stocks that I would never have owned otherwise.. But... I now have too many 'favourites' and need to reduce the number of equities in each of these 3 sectors : Financial, Industrial and Tech. Your suggestions as to a rational approach to the decision making process would be appreciated . I assume there will be different factors for different sectors as well as adjustments to be made depending on whether the preference is for growth, income or a balanced approach. I have reached decision making paralysis - HELP !!
Asked by Alexandra on January 15, 2026
5i Research Answer:
One high level 'trick' to help guide an investor on which names to remove can be to act as...
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