Q: For a 3% position and a 2-3 year hold which would you pick regardless of risk in regards to share appreciation/growth which one of these companies would u pick and why? Thanks for all your work

Q: Hello,
I was lucky enough to invest in NVIDIA 3-4 years ago but it has grown to around 15% of my portfolio. I’m considering trimming it to 6-7%. I want to replace with other companies in the tech sector, which ones would you recommend for a 10+ year hold? My only other tech holding is Kinaxis.
Thank you for your help.

Q: Can you share your top 3 Canadian and US growth picks over the next 5yr timeframe?