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Broadcom Inc. (AVGO $397.51)
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Alphabet Inc. (GOOG $346.89)
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Microsoft Corporation (MSFT $423.02)
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NVIDIA Corporation (NVDA $207.82)
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Constellation Software Inc. (CSU $2,426.45)
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Cameco Corporation (CCO $156.12)
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Celestica Inc. (CLS $501.04)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.74)
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Tesla Inc. (TSLA $371.15)
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Novo Nordisk A/S (NVO $39.89)
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Aritzia Inc. Subordinate Voting Shares (ATZ $138.90)
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Kraken Robotics Inc. (PNG $7.64)
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ASML Holding N.V. (ASML $1,378.67)
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Robinhood Markets Inc. (HOOD $70.38)
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Brookfield Corporation Class A Limited Voting Shares (BN $59.02)
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Nebius Group N.V. (NBIS $139.97)
Q: My TFSA portfolio has done exceptionally well in large part due to the invaluable information and coaching provided by Peter and the rest of the 5i team since 2013. Thank you very much for helping to build our intergenerational legacy.
I plan to use a fraction of the assets in my TFSA to set up a high-growth, moderate high-risk concentrated 10 stock six-digit sub-portfolio with a 10 year time-frame and hoping for a 5-10 fold target. The idea is to select the best high conviction durable names, maximize capital gains compounding, and minimize dividend drag such as US withholding tax in the TFSA. With the help of my chatbot assistant, it looks like a base case of 17-25% annualized is required to reach the 5-10x target, even with periods of significant drawdowns and bull cases. Obviously stock selection and staying invested for the long term are key.
My initial tentative selection of 10 stocks NVDA, ASML, MSFT, AVGO, NBIS, GOOG, TSLA, CCO, NVO, and SHOP with weightings ranging from 6% to 16%
Could you please critique my strategy and the stocks selected. Suggest improvements including alternative names to consider as replacements that you feel might work better.
If you were creating such a portfolio for yourself which 10 names would you select.
I plan to use a fraction of the assets in my TFSA to set up a high-growth, moderate high-risk concentrated 10 stock six-digit sub-portfolio with a 10 year time-frame and hoping for a 5-10 fold target. The idea is to select the best high conviction durable names, maximize capital gains compounding, and minimize dividend drag such as US withholding tax in the TFSA. With the help of my chatbot assistant, it looks like a base case of 17-25% annualized is required to reach the 5-10x target, even with periods of significant drawdowns and bull cases. Obviously stock selection and staying invested for the long term are key.
My initial tentative selection of 10 stocks NVDA, ASML, MSFT, AVGO, NBIS, GOOG, TSLA, CCO, NVO, and SHOP with weightings ranging from 6% to 16%
Could you please critique my strategy and the stocks selected. Suggest improvements including alternative names to consider as replacements that you feel might work better.
If you were creating such a portfolio for yourself which 10 names would you select.
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $279.00)
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Aritzia Inc. Subordinate Voting Shares (ATZ $138.90)
Q: I adhere to a portfolio construction strategy where 5% is a full position but I allow for a "rock star" stock like a SHOP, NVDA or GOOG, to go to 7% at which time I will trim a point or two.
When you suggest a small-cap stock, you often warn against buying too big a position initially, given the inherent instability and risk of a smaller company. My question is, at what point do you "loosen the reins" and allow that stock to assume a full position and when do you allow it to go to (in my case, for example) rock start status? I'm thinking of companies like ATZ and HPS.A. Is it based on capitalization, number of business cycles management has gone through, profitability ratios or is it as much art as science?
Appreciate your insight.
Paul F.
When you suggest a small-cap stock, you often warn against buying too big a position initially, given the inherent instability and risk of a smaller company. My question is, at what point do you "loosen the reins" and allow that stock to assume a full position and when do you allow it to go to (in my case, for example) rock start status? I'm thinking of companies like ATZ and HPS.A. Is it based on capitalization, number of business cycles management has gone through, profitability ratios or is it as much art as science?
Appreciate your insight.
Paul F.
Q: At this point what would be a good entry price for ATZ:CA.