Investment Q&A - 5i Research

Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOGL)
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Microsoft Corporation (MSFT)
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Netflix Inc. (NFLX)
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NVIDIA Corporation (NVDA)
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PayPal Holdings Inc. (PYPL)
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Walgreens Boots Alliance Inc. (WBA)
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Wynn Resorts Limited (WYNN)
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The Boeing Company (BA)
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Bank of America Corporation (BAC)
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BlackRock Inc. (BLK)
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Carnival Corporation (CCL)
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Salesforce Inc. (CRM)
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Delta Air Lines Inc. (DAL)
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The Walt Disney Company (DIS)
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Goldman Sachs Group Inc. (The) (GS)
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International Business Machines Corporation (IBM)
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JPMorgan Chase & Co. (JPM)
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Eli Lilly and Company (LLY)
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Mastercard Incorporated (MA)
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Morgan Stanley (MS)
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Pfizer Inc. (PFE)
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Royal Caribbean Cruises Ltd. (RCL)
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Visa Inc. (V)
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Wells Fargo & Company (WFC)
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Exxon Mobil Corporation (XOM)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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Tencent Holdings Ltd. ADR (TCEHY)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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JD.com Inc. (JD)
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Roku Inc. (ROKU)
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DocuSign Inc. (DOCU)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Healthpeak Properties (DOC)
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National Health Investors Inc. (NHI)
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Zoom Video Communications Inc. (ZM)
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CrowdStrike Holdings Inc. (CRWD)
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Unity Software Inc. (U)
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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.

Read Answer Asked by David on April 30, 2024