Q: I was looking for a similar US etf to CWS. I like this etf but 5i seems to feel that the fees are too high so I would like your opinion on an alternative.
Thanks James
Thanks James
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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AbbVie Inc. (ABBV)
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AdvisorShares Focused Equity ETF (CWS)
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S&P 500 ETF TRUST ETF (SPY)
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Veeva Systems Inc. Class A (VEEV)
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ARK Innovation ETF (ARKK)
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CrowdStrike Holdings Inc. (CRWD)
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Jacobs Solutions Inc. (J)
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Unity Software Inc. (U)
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Upstart Holdings Inc. (UPST)
Q: Hi guys,
Here are my u.s. holdings and percentage; cost 5.5%, nvda 5%, msft 4.5%, J 3.5%, amzn 3%, crwd 2.75%, abbv 2%, U 1.5%, upst 1.5%, veev 1.5% plus 2 etf's, arkk 3%, spy 3.5%
(Also i2i fund 1.5%)
Are there any red flags here or changes that you would recommend for a growth/balance portfolio? The rest of my portfolio is a cross between your (5i's) balance and growth funds.
Happy new year and stay safe,
Jim
Here are my u.s. holdings and percentage; cost 5.5%, nvda 5%, msft 4.5%, J 3.5%, amzn 3%, crwd 2.75%, abbv 2%, U 1.5%, upst 1.5%, veev 1.5% plus 2 etf's, arkk 3%, spy 3.5%
(Also i2i fund 1.5%)
Are there any red flags here or changes that you would recommend for a growth/balance portfolio? The rest of my portfolio is a cross between your (5i's) balance and growth funds.
Happy new year and stay safe,
Jim
Q: I would like your opinion on etf. Thx J
Q: Hi Team,
Just wondering if you have any thoughts on the investment quality of CWS, an ETF created by Eddy Elfenbein of Crossing Wall Street. I see it is only around $14M US in size and about two years old. It’s meant to be a mid-cap growth fund with low turnover (5 trades once per year) and has a 0.68% MER. Thank you, Michael
Just wondering if you have any thoughts on the investment quality of CWS, an ETF created by Eddy Elfenbein of Crossing Wall Street. I see it is only around $14M US in size and about two years old. It’s meant to be a mid-cap growth fund with low turnover (5 trades once per year) and has a 0.68% MER. Thank you, Michael
Q: as a concentrated us a large cap US ETF what about this concentrated offering run by Eddie Efenbien - compare to others.
Q: Realizing that this is new and its hard to evaluate. What is your opinion. Thanks
Q: Hi Guys,
I believe that know of Eddy Elfenbein (from the U.S.), what do you think about his new ETF CWS?
thanks,
Jim
I believe that know of Eddy Elfenbein (from the U.S.), what do you think about his new ETF CWS?
thanks,
Jim