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  5. CSU: Hello Peter, I am undecided over how to handle my Constellation software holding. [Constellation Software Inc.]

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Q: Hello Peter,

I am undecided over how to handle my Constellation software holding. I have done well with it and it is 15% of my portfolio. I am vacillating between trimming some and letting it ride until there is a threat from a black swan event. You must have encountered such situations before and your opinion and reasoning may help me take a decision.
Regards
Rajiv
Asked by Rajiv on May 02, 2025
5i Research Answer:
By definition, it is hard to time a Black Swan event. CSU continues to do its thing and...
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