Investment Q&A

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Celestica Inc. (CLS $285.87)
- $285.87 P/E (TTM): 44.95X Cap: $32.87B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.82)
- $205.82 P/E (TTM): 124.21X Cap: $267.02B
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Amazon.com CDR (CAD Hedged) (AMZN $26.11)
- $26.11 P/E (TTM): 40.35X Cap: $3.26T
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Q: In a TFSA I have a small position in Celestica (0.75% of my overall portfolio), a “smallish” position in Shopify (1.5%), and a more sizeable position in Amazon (4.5%). I am trying to decide whether to free up some funds by selling some Amazon, to add to Celestica and Shopify (perhaps 2% each), whether to just let things ride, or perhaps sell Celestica and add to Shopify. The portfolio is fairly well diversified and the objective is growth. If you were me, what would you do? Many thanks for your excellent service.

Asked by Leonard on June 09, 2025

5i Research Answer:

We can't get personal but typically we would see a 0.75% position as a 'fish or cut bait'...

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