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Sangoma Technologies Corporation (STC)
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Sylogist Ltd. (SYZ)
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Photon Control Inc. (PHO)
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BCE Inc. (BCE)
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TELUS Corporation Common (T)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Real Matters Inc. (REAL)
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Lightspeed POS Inc. Subordinate Voting Shares (LSPD)
Q: Hi, I feel my Tech. Sector 30+% is getting too big, in case a correction is in the future.
T- 3.5 - Kxs- 5 - Lspd- 4.4 -Pho -4.3 - Real -4.1
Csu- 3.5 - Syz - 3.4 - Stc- 2.1 -Bce - 3.4%
Would you consider all these Tech. Stock? I like to keep my sector allocation to 9 or 10 sectors for simplicity ,but I do know there are sub- groups.
Would you sell any of these positions ,or trim all or some? Thinking a 18-22% sector weight, would you agree?
Thanks
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NexGen Energy Ltd. (NXE)
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Bank of Nova Scotia (The) (BNS)
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Bank of Montreal (BMO)
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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Canadian Imperial Bank Of Commerce (CM)
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TC Energy Corporation (TRP)
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National Bank of Canada (NA)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Cameco Corporation (CCO)
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Peyto Exploration & Development Corp. (PEY)
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North West Company Inc. (The) Variable Voting and Common Voting Shares (NWC)
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Alimentation Couche-Tard Inc. Class B Subordinate Voting Shares (ATD.B)
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Pizza Pizza Royalty Corp. (PZA)
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Lassonde Industries Inc. Class A Subordinate Voting Shares (LAS.A)
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Inovalis Real Estate Investment Trust Units (INO.UN)
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Nutrien Ltd. (NTR)
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Redwood Asset Management Inc. (MJJ)
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WELL Health Technologies Corp. (WELL)
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Flutter Entertainment Plc (PDYPF)
Q: I am looking to "trim the fat" from my TFSA, which currently holds 20 stocks: ATD, BCE, BMO, BNS, CCO, CM, ENB, FFH, PDYPF, INO.UN, LAS, NXE, NWC, NA, NTR, PEY, PZA, MJJ, TRP, WELL. Are there any positions that raise red flags with you? In addition, could you suggest 3 or 4 value picks suitable for a long-term hold (20 years plus)?
Thank you!
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Royal Bank of Canada (RY)
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BCE Inc. (BCE)
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Vanguard Balanced ETF Portfolio Redeemable transferable units (VBAL)
Q: Good Day,
My fiancé has recently begun investing. Currently she has:
254 shares of VBAL
16 shares in Royal Bank
27 shares of BCE
She has $1300 available to invest in her TFSA and $500.00 to invest in her RRSP. She is a conservative investor.
We are wondering:
What would you suggest for next steps in terms of shares/etf to purchase in this small portfolio? Or should we just buy more VBAL?
In addition, would it be best to wait a little to see if there is a ‘better deal’ in a few months?
Please take as many of my questions as you see fit.
Regards,
Ryan