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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.

Q: thoughts about Evolve ETFs?
Read Answer Asked by William on September 14, 2023
Q: I have a well balanced portfolio, intentionally tech heavy. Recently I added 1/2% each of Cars, Hero, Cybr and Edge etfs. What do you think about selling my PEO and using it to bring my Evolve holdings up to 1% each?
Read Answer Asked by William on January 21, 2021
Q: Hello 5I Team
The following stocks/ETF makes up less then 5% of my portfolio in the green space theme . I am considering in adding PBW ETF to the group , do you see any concerns in the choices or in the weighting .Would you make any changes .Feel free in deducting additional credit in answering the questions .
Thanks
Claudio
Read Answer Asked by claudio on January 20, 2021
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