Nvidia CDR (CAD Hedged) (NVDA)

Nvidia CDR (CAD Hedged) (NVDA $40.43)
- $40.43 P/E (TTM): 57.92X Cap: $5.90T
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Broadcom Inc. (AVGO $344.94)
- $344.94 P/E (TTM): 88.31X Cap: $1.62T
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Applovin Corporation (APP $649.59)
- $649.59 P/E (TTM): 86.3X Cap: $210.22B
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Nvidia CDR (CAD Hedged) (NVDA $40.43)
- $40.43 P/E (TTM): 57.92X Cap: $5.90T
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Q: Good morning,

If an investor has done very well with NVDA (thanks to 5i) and it has grown to 12% of a portfolio, would it make sense to reduce one's NVDA position and invest in either AVGO or APP at this time? If so, which might you lean to?

Thanks,

Brad

Read Answer Asked by Bradley on September 09, 2025

NVIDIA Corporation (NVDA $176.67)
- $176.67 P/E (TTM): 54.93X Cap: $4.29T
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Nvidia CDR (CAD Hedged) (NVDA $40.43)
- $40.43 P/E (TTM): 57.92X Cap: $5.90T
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Q: Please ignore if other have asked. Your thoughts on NVDA's earnings and conference call. Thank-you.

Read Answer Asked by Alex on August 28, 2025

Constellation Software Inc. (CSU $4,417.32)
- $4,417.32 P/E (TTM): 105.73X Cap: $91.35B
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Descartes Systems Group Inc. (The) (DSG $140.27)
- $140.27 P/E (TTM): 58.89X Cap: $12.05B
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Kinaxis Inc. (KXS $183.29)
- $183.29 P/E (TTM): 155.6X Cap: $5.18B
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Thomson Reuters Corporation (TRI $224.00)
- $224.00 P/E (TTM): 46.63X Cap: $100.95B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.60)
- $211.60 P/E (TTM): 82.66X Cap: $274.94B
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Topicus.com Inc. (TOI $163.00)
- $163.00 P/E (TTM): 76.83X Cap: $13.57B
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Nvidia CDR (CAD Hedged) (NVDA $40.43)
- $40.43 P/E (TTM): 57.92X Cap: $5.90T
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Alphabet CDR (CAD Hedged) (GOOG $41.57)
- $41.57 P/E (TTM): 31.08X Cap: $4.20T
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Q: My tech component of my portfolio is 43% and want to rebalance my portfolio so tech is about 33%. In tech CSU is 33% NVDA 20% Shop 15% Rest are about 6% to 8%. Is there 1 or 2 I should sell due to overlap? What should I do?
Also is there an argument that shopify fits into the consumer discretionary space?
Also am I missing a tech name?
Thanks take more credits if needed

Read Answer Asked by Stephen on August 25, 2025