Q: My top holdings are:
GOOG 6.61%
AAPL 5.21%
AMZN 5.12%
NVDA 4.61%
V 4.23%
NPI 3.75%
WSP 3.58%
PBH 3.37%
XBB 3.21%
COST 3.1%
OHI 3.48 %
ENB 2.8%
JPM 2.72%

They make up 50% of my portfolio. I have 12% in cash. Would you add or reduce any of these positions? Long investment horizon(17 years). I’m over weight consumer cyclicals and FS (3% BMO and 3% BNS). Light industrials @7%.

Q: Hello there

can you suggest which canadian REITs you favor these days, and why.

second, I am looking for US etfs that covers the high tech sector and others for the health care sector. Your thoughts. please

as always. your guidance is appreciated

thanks

Q: Can you give your thoughts on this? I held it for a while and sold much higher but it's looking good again for income. Has it cut its dividend before? Do you have concerns about it? Thank you!