Investment Q&A

• BlackRock Inc. (BLK $1,165.00)
  • $1,165.00 P/E (TTM): 28.51X Cap: $180.40B
  • View BLK Profile
  • View Questions on BLK
• Blackstone Inc. (BX $162.46)
  • $162.46 P/E (TTM): 44.45X Cap: $119.74B
  • View BX Profile
  • View Questions on BX
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $81.50)
  • $81.50 P/E (TTM): 39.77X Cap: $133.47B
  • View BAM Profile
  • View Questions on BAM

Q: For ethical reasons I wish to no longer invest in this company
This company is part of your Balanced Portfolio.
I wish to keep my balanced portfolio balanced across the different sectors.
Please suggest an alternative stock keeping in mind the balanced nature of this portfolio

Upvote 4

Read Answer Asked by John on May 05, 2025

• BlackRock Inc. (BLK $1,165.00)
  • $1,165.00 P/E (TTM): 28.51X Cap: $180.40B
  • View BLK Profile
  • View Questions on BLK
• Brookfield Infrastructure Partners L.P. (BIP.UN $48.30)
  • $48.30 P/E (TTM): 1154.09X Cap: $22.27B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• KKR & Co. Inc. (KKR $124.73)
  • $124.73 P/E (TTM): 59.39X Cap: $111.12B
  • View KKR Profile
  • View Questions on KKR
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $54.10)
  • $54.10 Cap: $19.87B
  • View BEPC Profile
  • View Questions on BEPC
• Brookfield Corporation Class A Limited Voting Shares (BN $94.98)
  • $94.98 P/E (TTM): 159.61X Cap: $142.07B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $81.50)
  • $81.50 P/E (TTM): 39.77X Cap: $133.47B
  • View BAM Profile
  • View Questions on BAM

Q: If I were to replace my Brookfield holdings, would you be able to suggest some proxies? Thanks.

Upvote 3

Read Answer Asked by Brad on March 20, 2025

• Illumina Inc. (ILMN $97.78)
  • $97.78 P/E (TTM): 12.98X Cap: $15.02B
  • View ILMN Profile
  • View Questions on ILMN
• BlackRock Inc. (BLK $1,165.00)
  • $1,165.00 P/E (TTM): 28.51X Cap: $180.40B
  • View BLK Profile
  • View Questions on BLK
• TFI International Inc. (TFII $129.98)
  • $129.98 P/E (TTM): 21.15X Cap: $10.79B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $132.78)
  • $132.78 P/E (TTM): 20.16X Cap: $1.50B
  • View HPS.A Profile
  • View Questions on HPS.A
• Nutrien Ltd. (NTR $84.33)
  • $84.33 P/E (TTM): 196.25X Cap: $41.11B
  • View NTR Profile
  • View Questions on NTR
• Knight-Swift Transportation Holdings Inc. (KNX $45.87)
  • $45.87 P/E (TTM): 42.41X Cap: $7.44B
  • View KNX Profile
  • View Questions on KNX
• Powell Industries Inc. (POWL $315.40)
  • $315.40 P/E (TTM): 21.65X Cap: $3.80B
  • View POWL Profile
  • View Questions on POWL
• Brookfield Corporation Class A Limited Voting Shares (BN $94.98)
  • $94.98 P/E (TTM): 159.61X Cap: $142.07B
  • View BN Profile
  • View Questions on BN

Q: Would you have a proxy for HPS.A, TFII, BN, NTR, ILMN or just wait out the 30 days?

Thanks for your service!

Upvote 3

Read Answer Asked by Ozzie on March 10, 2025

• BlackRock Inc. (BLK $1,165.00)
  • $1,165.00 P/E (TTM): 28.51X Cap: $180.40B
  • View BLK Profile
  • View Questions on BLK
• KKR & Co. Inc. (KKR $124.73)
  • $124.73 P/E (TTM): 59.39X Cap: $111.12B
  • View KKR Profile
  • View Questions on KKR
• Blackstone Inc. (BX $162.46)
  • $162.46 P/E (TTM): 44.45X Cap: $119.74B
  • View BX Profile
  • View Questions on BX
• Apollo Global Management Inc. (APO $124.80)
  • $124.80 P/E (TTM): 23.47X Cap: $71.38B
  • View APO Profile
  • View Questions on APO
• Ares Management Corporation Class A (ARES $149.80)
  • $149.80 P/E (TTM): 84.66X Cap: $48.94B
  • View ARES Profile
  • View Questions on ARES

Q: What's going on with these companies? Ever since I bought all of them about a month ago, they are al tanking!!!

Thanks! Austin

Upvote 2

Read Answer Asked by Austin on February 25, 2025

• Broadcom Inc. (AVGO $345.50)
  • $345.50 P/E (TTM): 85.82X Cap: $1.63T
  • View AVGO Profile
  • View Questions on AVGO
• Costco Wholesale Corporation (COST $914.80)
  • $914.80 P/E (TTM): 53.43X Cap: $405.69B
  • View COST Profile
  • View Questions on COST
• Nasdaq Inc. (NDAQ $89.87)
  • $89.87 P/E (TTM): 33.89X Cap: $51.56B
  • View NDAQ Profile
  • View Questions on NDAQ
• AbbVie Inc. (ABBV $231.24)
  • $231.24 P/E (TTM): 110.14X Cap: $408.49B
  • View ABBV Profile
  • View Questions on ABBV
• Abbott Laboratories (ABT $134.27)
  • $134.27 P/E (TTM): 16.78X Cap: $233.69B
  • View ABT Profile
  • View Questions on ABT
• Accenture plc Class A (Ireland) (ACN $252.98)
  • $252.98 P/E (TTM): 19.74X Cap: $157.56B
  • View ACN Profile
  • View Questions on ACN
• BlackRock Inc. (BLK $1,165.00)
  • $1,165.00 P/E (TTM): 28.51X Cap: $180.40B
  • View BLK Profile
  • View Questions on BLK
• Salesforce Inc. (CRM $240.43)
  • $240.43 P/E (TTM): 34.85X Cap: $228.88B
  • View CRM Profile
  • View Questions on CRM
• The Walt Disney Company (DIS $111.89)
  • $111.89 P/E (TTM): 17.61X Cap: $201.17B
  • View DIS Profile
  • View Questions on DIS
• Home Depot Inc. (The) (HD $383.79)
  • $383.79 P/E (TTM): 26.3X Cap: $382.01B
  • View HD Profile
  • View Questions on HD
• Stryker Corporation (SYK $375.29)
  • $375.29 P/E (TTM): 48.91X Cap: $143.47B
  • View SYK Profile
  • View Questions on SYK
• Visa Inc. (V $351.36)
  • $351.36 P/E (TTM): 34.11X Cap: $681.61B
  • View V Profile
  • View Questions on V
• Synopsys Inc. (SNPS $489.36)
  • $489.36 P/E (TTM): 65.64X Cap: $88.75B
  • View SNPS Profile
  • View Questions on SNPS
• Brookfield Corporation Class A Limited (BN $68.04)
  • $68.04 P/E (TTM): 158.83X Cap: $101.82B
  • View BN Profile
  • View Questions on BN

Q: Please rank these stock for risk relative to the US Tariffs from High to Low....thanks....Tom

Upvote 5

Read Answer Asked by Tom on February 21, 2025

• Booking Holdings Inc. (BKNG $5,131.23)
  • $5,131.23 P/E (TTM): 36.54X Cap: $166.30B
  • View BKNG Profile
  • View Questions on BKNG
• BlackRock Inc. (BLK $1,165.00)
  • $1,165.00 P/E (TTM): 28.51X Cap: $180.40B
  • View BLK Profile
  • View Questions on BLK
• Blackstone Inc. (BX $162.46)
  • $162.46 P/E (TTM): 44.45X Cap: $119.74B
  • View BX Profile
  • View Questions on BX

Q: Could you rank these three, best to worst as strong compounders, if in fact you believe them to be.
Thank You,
Barry

Upvote 4

Read Answer Asked by Barry on February 20, 2025

• BlackRock Inc. (BLK $1,165.00)
  • $1,165.00 P/E (TTM): 28.51X Cap: $180.40B
  • View BLK Profile
  • View Questions on BLK
• KKR & Co. Inc. (KKR $124.73)
  • $124.73 P/E (TTM): 59.39X Cap: $111.12B
  • View KKR Profile
  • View Questions on KKR
• Brookfield Corporation Class A Limited Voting Shares (BN $94.98)
  • $94.98 P/E (TTM): 159.61X Cap: $142.07B
  • View BN Profile
  • View Questions on BN

Q: Good morning 5i,

Thank you for being that "rock." I own BN and KKR. Following earnings and some downward pressure would you consider adding at this time? What would be your top 2 in this sector?

Please provide your comfortable weighting for both and preferred at this time. A good value for adding would be fabulous.

I am a little underweight in this area.
Thank you so much and please deduct accordingly.

Upvote 3

Read Answer Asked by Adam on February 10, 2025

• BlackRock Inc. (BLK $1,165.00)
  • $1,165.00 P/E (TTM): 28.51X Cap: $180.40B
  • View BLK Profile
  • View Questions on BLK
• CAE Inc. (CAE $39.89)
  • $39.89 P/E (TTM): 31.26X Cap: $12.79B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE

Q: I noticed BlackRock filed a report with the SEC that it held 16 million shares of CAE. Is there any significance
to this that you might know of?

Upvote 2

Read Answer Asked by JIM on February 10, 2025

• BlackRock Inc. (BLK $1,165.00)
  • $1,165.00 P/E (TTM): 28.51X Cap: $180.40B
  • View BLK Profile
  • View Questions on BLK
• KKR & Co. Inc. (KKR $124.73)
  • $124.73 P/E (TTM): 59.39X Cap: $111.12B
  • View KKR Profile
  • View Questions on KKR
• Blackstone Inc. (BX $162.46)
  • $162.46 P/E (TTM): 44.45X Cap: $119.74B
  • View BX Profile
  • View Questions on BX
• Apollo Global Management Inc. (APO $124.80)
  • $124.80 P/E (TTM): 23.47X Cap: $71.38B
  • View APO Profile
  • View Questions on APO
• Ares Management Corporation Class A (ARES $149.80)
  • $149.80 P/E (TTM): 84.66X Cap: $48.94B
  • View ARES Profile
  • View Questions on ARES
• Blue Owl Capital Corporation (OBDC $12.43)
  • $12.43 P/E (TTM): 8.3X Cap: $6.35B
  • View OBDC Profile
  • View Questions on OBDC

Q: At 71, I'm getting a little scared of the Market (Wednesday), and I'm 100% in equities mostly Tech. I'll keep the Mag 7 but want to sell the rest and move to safety in these Large Mgt. Firms. Please LMK if you agree with my strategy and can you kindly Rank them? Thanks!

Upvote 13

Read Answer Asked by Austin on December 22, 2024

• BlackRock Inc. (BLK $1,165.00)
  • $1,165.00 P/E (TTM): 28.51X Cap: $180.40B
  • View BLK Profile
  • View Questions on BLK
• KKR & Co. Inc. (KKR $124.73)
  • $124.73 P/E (TTM): 59.39X Cap: $111.12B
  • View KKR Profile
  • View Questions on KKR
• Blackstone Inc. (BX $162.46)
  • $162.46 P/E (TTM): 44.45X Cap: $119.74B
  • View BX Profile
  • View Questions on BX
• Apollo Global Management Inc. (APO $124.80)
  • $124.80 P/E (TTM): 23.47X Cap: $71.38B
  • View APO Profile
  • View Questions on APO
• Brookfield Corporation Class A Limited Voting Shares (BN $94.98)
  • $94.98 P/E (TTM): 159.61X Cap: $142.07B
  • View BN Profile
  • View Questions on BN

Q: Private Equity seems to be taking off and I want to protect my Tech gains. I still hold the Mag 7 but getting rid of others. Do you agree with this strategy, and can you recommend others? Thanks!

Upvote 5

Read Answer Asked by Austin on December 20, 2024

• Bank of America Corporation (BAC $49.84)
  • $49.84 P/E (TTM): 14.75X Cap: $369.16B
  • View BAC Profile
  • View Questions on BAC
• BlackRock Inc. (BLK $1,165.00)
  • $1,165.00 P/E (TTM): 28.51X Cap: $180.40B
  • View BLK Profile
  • View Questions on BLK
• Home Depot Inc. (The) (HD $383.79)
  • $383.79 P/E (TTM): 26.3X Cap: $382.01B
  • View HD Profile
  • View Questions on HD
• McDonald's Corporation (MCD $294.40)
  • $294.40 P/E (TTM): 25.39X Cap: $210.08B
  • View MCD Profile
  • View Questions on MCD
• Philip Morris International Inc (PM $155.27)
  • $155.27 P/E (TTM): 29.33X Cap: $241.69B
  • View PM Profile
  • View Questions on PM
• Vanguard Dividend Appreciation FTF (VIG $217.81)
  • $217.81 P/E (TTM): 24.54X Cap: $92.04B
  • View VIG Profile
  • View Questions on VIG
• Vanguard High Dividend Yield Indx ETF (VYM $141.25)
  • $141.25 P/E (TTM): 19.49X Cap: $60.86B
  • View VYM Profile
  • View Questions on VYM
• Schwab US Dividend Equity ETF (SCHD $27.18)
  • $27.18 P/E (TTM): 16.78X Cap: $71.06B
  • View SCHD Profile
  • View Questions on SCHD

Q: Please provide a suggestion for an US ETF that invests in basket of US dividend paying stocks such as PM, BAC, HD, MCD, BLK. Thank you

Upvote 6

Read Answer Asked by Ronnie on December 10, 2024

• BlackRock Inc. (BLK $1,165.00)
  • $1,165.00 P/E (TTM): 28.51X Cap: $180.40B
  • View BLK Profile
  • View Questions on BLK

Q: Does BLK have a good entry point today ?

Upvote 2

Read Answer Asked by Robbie on December 04, 2024

• BlackRock Inc. (BLK $1,165.00)
  • $1,165.00 P/E (TTM): 28.51X Cap: $180.40B
  • View BLK Profile
  • View Questions on BLK
• Blackstone Inc. (BX $162.46)
  • $162.46 P/E (TTM): 44.45X Cap: $119.74B
  • View BX Profile
  • View Questions on BX

Q: Are they both a buy today?
Thanks Again

Upvote 4

Read Answer Asked by eugene on November 11, 2024

• Amazon.com Inc. (AMZN $225.22)
  • $225.22 P/E (TTM): 33.81X Cap: $2.40T
  • View AMZN Profile
  • View Questions on AMZN
• Broadcom Inc. (AVGO $345.50)
  • $345.50 P/E (TTM): 85.82X Cap: $1.63T
  • View AVGO Profile
  • View Questions on AVGO
• Alphabet Inc. (GOOG $245.46)
  • $245.46 P/E (TTM): 26.81X Cap: $2.97T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $524.85)
  • $524.85 P/E (TTM): 38.41X Cap: $3.90T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $189.11)
  • $189.11 P/E (TTM): 52.72X Cap: $4.59T
  • View NVDA Profile
  • View Questions on NVDA
• BlackRock Inc. (BLK $1,165.00)
  • $1,165.00 P/E (TTM): 28.51X Cap: $180.40B
  • View BLK Profile
  • View Questions on BLK
• Constellation Software Inc. (CSU $3,869.33)
  • $3,869.33 P/E (TTM): 96.25X Cap: $81.99B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Crocs Inc. (CROX $81.10)
  • $81.10 P/E (TTM): 21.62X Cap: $4.30B
  • View CROX Profile
  • View Questions on CROX
• Berkshire Hathaway Inc. (BRK.B $499.84)
  • $499.84 P/E (TTM): 17.21X Cap: $1.07T
  • View BRK.B Profile
  • View Questions on BRK.B
• Vertiv Holdings LLC Class A (VRT $167.38)
  • $167.38 P/E (TTM): 77.89X Cap: $63.91B
  • View VRT Profile
  • View Questions on VRT
• Celsius Holdings Inc. (CELH $62.91)
  • $62.91 P/E (TTM): 179.12X Cap: $15.75B
  • View CELH Profile
  • View Questions on CELH
• Cellebrite DI Ltd. (CLBT $18.99)
  • $18.99 Cap: $4.54B
  • View CLBT Profile
  • View Questions on CLBT

Q: Morning, you wonderful people.

Looking to add with your help. I am a believer in tech and growth in my TFSA. Other accounts are balanced.

I hold CSU, AMZN, NVDA, MSFT, GOOG, COST, AVGO, BRK.B, BLK.

Regardless of sector etc. Please let me know your top 3-5 to add to this portfolio. Longterm and conviction!

Thank you muchly.

Upvote 27

Read Answer Asked by Jemma on September 04, 2024

• BlackRock Inc. (BLK $1,165.00)
  • $1,165.00 P/E (TTM): 28.51X Cap: $180.40B
  • View BLK Profile
  • View Questions on BLK

Q: Level's Deadlift ETF comprises eight major American companies, each holding a 12.50% allocation within the fund.

This ETF has outperformed the S&P 500 index by 140% over the past four years.

Is this true?

What is the symbol?

Thank you.

Upvote 3

Read Answer Asked by Ross on August 23, 2024

• BlackRock Inc. (BLK $1,165.00)
  • $1,165.00 P/E (TTM): 28.51X Cap: $180.40B
  • View BLK Profile
  • View Questions on BLK
• Blackstone Inc. (BX $162.46)
  • $162.46 P/E (TTM): 44.45X Cap: $119.74B
  • View BX Profile
  • View Questions on BX
• Apollo Global Management Inc. (APO $124.80)
  • $124.80 P/E (TTM): 23.47X Cap: $71.38B
  • View APO Profile
  • View Questions on APO
• Ares Management Corporation Class A (ARES $149.80)
  • $149.80 P/E (TTM): 84.66X Cap: $48.94B
  • View ARES Profile
  • View Questions on ARES
• Brookfield Corporation Class A Limited Voting Shares (BN $94.98)
  • $94.98 P/E (TTM): 159.61X Cap: $142.07B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $81.50)
  • $81.50 P/E (TTM): 39.77X Cap: $133.47B
  • View BAM Profile
  • View Questions on BAM

Q: Hello,

Can you please compare each of these companies using the valuation metric you believe to be the most appropriate given their business models?

Thank you

Upvote 3

Read Answer Asked by Keith on July 18, 2024

• AbbVie Inc. (ABBV $231.24)
  • $231.24 P/E (TTM): 110.14X Cap: $408.49B
  • View ABBV Profile
  • View Questions on ABBV
• BlackRock Inc. (BLK $1,165.00)
  • $1,165.00 P/E (TTM): 28.51X Cap: $180.40B
  • View BLK Profile
  • View Questions on BLK
• Boston Scientific Corporation (BSX $96.79)
  • $96.79 P/E (TTM): 57.56X Cap: $143.41B
  • View BSX Profile
  • View Questions on BSX
• Xylem Inc. New (XYL $148.19)
  • $148.19 P/E (TTM): 38.58X Cap: $36.07B
  • View XYL Profile
  • View Questions on XYL
• Trane Technologies plc (TT $426.37)
  • $426.37 P/E (TTM): 33.58X Cap: $94.87B
  • View TT Profile
  • View Questions on TT

Q: good day to 5iR....my question is this - how would you rate these US stocks as income, balance or growth? the stocks are -
ABBV-N, BLK-N, BSX-N, TT-N, and XYL-N
thanks for your suggestions....Tom

Upvote 1

Read Answer Asked by Tom on June 10, 2024

• Apple Inc. (AAPL $258.06)
  • $258.06 P/E (TTM): 38.92X Cap: $3.82T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $225.22)
  • $225.22 P/E (TTM): 33.81X Cap: $2.40T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $717.84)
  • $717.84 P/E (TTM): 25.87X Cap: $1.80T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOGL $244.62)
  • $244.62 P/E (TTM): 26.7X Cap: $2.97T
  • View GOOGL Profile
  • View Questions on GOOGL
• Microsoft Corporation (MSFT $524.85)
  • $524.85 P/E (TTM): 38.41X Cap: $3.90T
  • View MSFT Profile
  • View Questions on MSFT
• Netflix Inc. (NFLX $1,214.25)
  • $1,214.25 P/E (TTM): 50.75X Cap: $515.96B
  • View NFLX Profile
  • View Questions on NFLX
• NVIDIA Corporation (NVDA $189.11)
  • $189.11 P/E (TTM): 52.72X Cap: $4.59T
  • View NVDA Profile
  • View Questions on NVDA
• PayPal Holdings Inc. (PYPL $76.13)
  • $76.13 P/E (TTM): 16.01X Cap: $72.73B
  • View PYPL Profile
  • View Questions on PYPL
• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
  • View WBA Profile
  • View Questions on WBA
• Wynn Resorts Limited (WYNN $121.57)
  • $121.57 P/E (TTM): 35.42X Cap: $12.64B
  • View WYNN Profile
  • View Questions on WYNN
• The Boeing Company (BA $225.32)
  • $225.32 Cap: $170.37B
  • View BA Profile
  • View Questions on BA
• Bank of America Corporation (BAC $49.84)
  • $49.84 P/E (TTM): 14.75X Cap: $369.16B
  • View BAC Profile
  • View Questions on BAC
• BlackRock Inc. (BLK $1,165.00)
  • $1,165.00 P/E (TTM): 28.51X Cap: $180.40B
  • View BLK Profile
  • View Questions on BLK
• Carnival Corporation (CCL $28.92)
  • $28.92 P/E (TTM): 14.57X Cap: $39.21B
  • View CCL Profile
  • View Questions on CCL
• Salesforce Inc. (CRM $240.43)
  • $240.43 P/E (TTM): 34.85X Cap: $228.88B
  • View CRM Profile
  • View Questions on CRM
• Delta Air Lines Inc. (DAL $57.12)
  • $57.12 P/E (TTM): 8.21X Cap: $37.29B
  • View DAL Profile
  • View Questions on DAL
• The Walt Disney Company (DIS $111.89)
  • $111.89 P/E (TTM): 17.61X Cap: $201.17B
  • View DIS Profile
  • View Questions on DIS
• Goldman Sachs Group Inc. (The) (GS $776.51)
  • $776.51 P/E (TTM): 17.4X Cap: $235.06B
  • View GS Profile
  • View Questions on GS
• International Business Machines Corporation (IBM $289.46)
  • $289.46 P/E (TTM): 47.55X Cap: $269.63B
  • View IBM Profile
  • View Questions on IBM
• JPMorgan Chase & Co. (JPM $304.03)
  • $304.03 P/E (TTM): 15.78X Cap: $836B
  • View JPM Profile
  • View Questions on JPM
• Eli Lilly and Company (LLY $845.72)
  • $845.72 P/E (TTM): 55.14X Cap: $800.43B
  • View LLY Profile
  • View Questions on LLY
• Mastercard Incorporated (MA $576.44)
  • $576.44 P/E (TTM): 39.1X Cap: $521.10B
  • View MA Profile
  • View Questions on MA
• Morgan Stanley (MS $155.65)
  • $155.65 P/E (TTM): 17.64X Cap: $248.46B
  • View MS Profile
  • View Questions on MS
• Pfizer Inc. (PFE $25.68)
  • $25.68 P/E (TTM): 14.06X Cap: $146B
  • View PFE Profile
  • View Questions on PFE
• Royal Caribbean Cruises Ltd. (RCL $308.31)
  • $308.31 P/E (TTM): 23.35X Cap: $85.49B
  • View RCL Profile
  • View Questions on RCL
• Visa Inc. (V $351.36)
  • $351.36 P/E (TTM): 34.11X Cap: $681.61B
  • View V Profile
  • View Questions on V
• Wells Fargo & Company (WFC $79.73)
  • $79.73 P/E (TTM): 13.92X Cap: $255.41B
  • View WFC Profile
  • View Questions on WFC
• Exxon Mobil Corporation (XOM $114.02)
  • $114.02 P/E (TTM): 16.23X Cap: $486.09B
  • View XOM Profile
  • View Questions on XOM
• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $181.12)
  • $181.12 P/E (TTM): 24.09X Cap: $418.25B
  • View BABA Profile
  • View Questions on BABA
• Tencent Holdings Ltd. ADR (TCEHY $86.83)
  • $86.83 P/E (TTM): 29.41X Cap: $809.34B
  • View TCEHY Profile
  • View Questions on TCEHY
• Veeva Systems Inc. Class A (VEEV $301.80)
  • $301.80 P/E (TTM): 61.68X Cap: $50.19B
  • View VEEV Profile
  • View Questions on VEEV
• The Trade Desk Inc. (TTD $54.07)
  • $54.07 P/E (TTM): 64.02X Cap: $26.15B
  • View TTD Profile
  • View Questions on TTD
• JD.com Inc. (JD $34.98)
  • $34.98 P/E (TTM): 9.25X Cap: $50.83B
  • View JD Profile
  • View Questions on JD
• Roku Inc. (ROKU $99.93)
  • $99.93 Cap: $15B
  • View ROKU Profile
  • View Questions on ROKU
• DocuSign Inc. (DOCU $71.54)
  • $71.54 P/E (TTM): 54.26X Cap: $14.06B
  • View DOCU Profile
  • View Questions on DOCU
• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $304.52)
  • $304.52 P/E (TTM): 41.05X Cap: $1.52T
  • View TSM Profile
  • View Questions on TSM
• Healthpeak Properties (DOC $18.85)
  • $18.85 P/E (TTM): 76.56X Cap: $13.09B
  • View DOC Profile
  • View Questions on DOC
• National Health Investors Inc. (NHI $75.04)
  • $75.04 P/E (TTM): 24.59X Cap: $3.72B
  • View NHI Profile
  • View Questions on NHI
• Zoom Communications Inc. (ZM $79.85)
  • $79.85 P/E (TTM): 21.38X Cap: $23.79B
  • View ZM Profile
  • View Questions on ZM
• CrowdStrike Holdings Inc. (CRWD $509.95)
  • $509.95 Cap: $121.61B
  • View CRWD Profile
  • View Questions on CRWD
• Unity Software Inc. (U $36.58)
  • $36.58 Cap: $15.37B
  • View U Profile
  • View Questions on U

Q: Hi 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.

Upvote 9

Read Answer Asked by David on April 30, 2024

• Apple Inc. (AAPL $258.06)
  • $258.06 P/E (TTM): 38.92X Cap: $3.82T
  • View AAPL Profile
  • View Questions on AAPL
• BlackRock Inc. (BLK $1,165.00)
  • $1,165.00 P/E (TTM): 28.51X Cap: $180.40B
  • View BLK Profile
  • View Questions on BLK
• Berkshire Hathaway Inc. (BRK.B $499.84)
  • $499.84 P/E (TTM): 17.21X Cap: $1.07T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: BRK.B currently comprises 15% of my portfolio. Within the Portfolio Tracking and Analysis tool, it suggest that this a financial sector, and as such I am above the recommend allocation. However would not BRK be consider more diversified. Should I rebalance my portfolio away from Financials if this is to be considered?

Upvote 4

Read Answer Asked by Gary on April 24, 2024

• BlackRock Inc. (BLK $1,165.00)
  • $1,165.00 P/E (TTM): 28.51X Cap: $180.40B
  • View BLK Profile
  • View Questions on BLK
• Berkshire Hathaway Inc. (BRK.B $499.84)
  • $499.84 P/E (TTM): 17.21X Cap: $1.07T
  • View BRK.B Profile
  • View Questions on BRK.B
• Brookfield Corporation Class A Limited (BN $68.04)
  • $68.04 P/E (TTM): 158.83X Cap: $101.82B
  • View BN Profile
  • View Questions on BN

Q: The 3 BN, BLK and BRK.B are the largest financial holdings in my portfolio. I would like to consolidate 3 holdings into 2 only. Which 2 do you recommend? I have 20+ years horizon and have high risk tolerance. Priority is growth, no need for div for 20+ years.

Upvote 5

Read Answer Asked by Anh on April 23, 2024