- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Visa Inc. (V)
- Constellation Software Inc. (CSU)
- Open Text Corporation (OTEX)
- Tencent Holdings Ltd. ADR (TCEHY)
- Block One Capital Inc. (BLOK)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Pinterest Inc. Class A (PINS)
- Palantir Technologies Inc. Class A (PLTR)
Q: I am concerned about 30% of my holdings being in IT and would like to reduce perhaps by half and cover some other sectors for balance. (Just read your year-end article about predicting 2021 - perhaps you would not be concerned about 30% going forward)
What order might you trim / sell these to raise cash?
Much thanks for steering us through a year full of uncertainty.
What order might you trim / sell these to raise cash?
Much thanks for steering us through a year full of uncertainty.