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  5. CSU: I am donating some of my CSU shares (20% of holding) and am considering whether or not these should be replaced in my portfolio. [Constellation Software Inc.]
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Investment Q&A

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Q: I am donating some of my CSU shares (20% of holding) and am considering whether or not these should be replaced in my portfolio. Currently, CSU is 3% of my investment portfolio and 6% of my equity portfolio (before the donation). When you speak to 5% as a ceiling for exposure, is that in the total portfolio or the equity portion of the portfolio?
Asked by Greg on March 20, 2025
5i Research Answer:

We like to consider both percentages as information, but using total portfolio gives a truer picture of how much actual exposure one has to a single company.