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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Salesforce Inc. (CRM)
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Axon Enterprise Inc. (AXON)
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RTX Corporation (RTX)
Q: Role play. You're you giving yourself advice:
Assuming the market is going to puke all over itself today, what are you buying and how long are you waiting to pull the trigger on it?
Everything is long term hold.
Thanks
H
Assuming the market is going to puke all over itself today, what are you buying and how long are you waiting to pull the trigger on it?
Everything is long term hold.
Thanks
H
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Salesforce Inc. (CRM)
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Welltower Inc. (WELL)
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JPMorgan Chase & Co. (JPM)
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Visa Inc. (V)
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Enbridge Inc. (ENB)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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WSP Global Inc. (WSP)
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Celestica Inc. (CLS)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Axon Enterprise Inc. (AXON)
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Toronto Dominion Bank (The) (TD)
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CrowdStrike Holdings Inc. (CRWD)
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Vertiv Holdings LLC Class A (VRT)
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RTX Corporation (RTX)
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Cellebrite DI Ltd. (CLBT)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Lumine Group Inc. (LMN)
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TransMedics Group Inc. (TMDX)
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Costco CDR (CAD Hedged) (COST)
Q: BN is sitting at 7.5%, AXON - BKNG are 5% and the rest are 3% positions totaling approx. 83% of my stock assets. I have some 1-2% positions in my cash account (GSY, ATZ, PRL, CLBT, HPS.a, BNS,SU, TMDX, TVK and CNQ. I'm heavy tech, financials and industrials going into H2 2025. Would you add to, remove or change anything is this was your account (assuming you're 52 and plan to retire in 8 years). Not looking for a person allocation but rather if it was you, what might you be looking to adjust, if anything. Note I have no utilities currently. Thanks and have a great weekend.
Q: Hello, what is your opinion of CRM? The price trend is not too good these days but I hesitate to sell because their future still looks good. How patient should I be? Thanks
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