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  5. GSY: I own both of these and they are now about 12% of my account. [goeasy Ltd.]
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Q: I own both of these and they are now about 12% of my account. Given the uncertainty of the rate cap rumors I am thinking it might be a good time to reduce this to 5-6%. Trim both or sell one? Which one is the most likely sell candidate?

Thanks folks
Asked by Robert on December 04, 2024
5i Research Answer:

We doubt there will be rate caps, but it could still weigh on sentiment. We would prefer diversity here, and if reducting exposure we would prefer to trim both rather than keeping just one. 

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