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Alphabet Inc. (GOOG $336.72)
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Micron Technology Inc. (MU $433.82)
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RTX Corporation (RTX $199.23)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.00)
Q: Hi,
In October ’24 I asked 5i to identify:
A) ~10 favourite stocks drawn from its 3 model portfolios
B) ~6 highest conviction US picks.
The answer was:
A) From portfolios: CSU, TRI, TFII, WSP, BAM, BN, GLXY, CLS, SHOP, DSG
B) US: NVDA, ISRG, BKNG, LLY, BRK.B, GOOG
If asked the same question today, what would the 5i response be?
( Goal is best total return, long term )
Thank you.
In October ’24 I asked 5i to identify:
A) ~10 favourite stocks drawn from its 3 model portfolios
B) ~6 highest conviction US picks.
The answer was:
A) From portfolios: CSU, TRI, TFII, WSP, BAM, BN, GLXY, CLS, SHOP, DSG
B) US: NVDA, ISRG, BKNG, LLY, BRK.B, GOOG
If asked the same question today, what would the 5i response be?
( Goal is best total return, long term )
Thank you.
5i Research Answer:
A) We would have to take TRI and DSG out, and replace with PNG and AEM
B) This would be largely the same. RTX could replace ISRG since LLY is also healthcare; MU could replace BRK.B if one is a pure growth investor.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in GOOG, MU.