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Apple Inc. (AAPL $278.12)
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Amazon.com Inc. (AMZN $210.32)
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Visa Inc. (V $331.58)
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Constellation Software Inc. (CSU $2,434.02)
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Open Text Corporation (OTEX $34.26)
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Tencent Holdings Ltd. ADR (TCEHY $71.49)
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Block One Capital Inc. (BLOK)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.65)
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Pinterest Inc. Class A (PINS $19.60)
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Palantir Technologies Inc. (PLTR $135.90)
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.