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  5. EIF: CDN margin account I’m up 126% on NEO which is 14. [Exchange Income Corporation]

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Q: CDN margin account
I’m up 126% on NEO which is 14.7 % of portfolio.
US margin account
I’m up 187% on OR Royalties which is 85% of portfolio (total of two stocks).
TFSA
I’m up 78% on EIF; 34% of portfolio
I have enough capital loss carry forward to offset 100% of the accrued gains in the CDN and US margin accounts. What is your advice? Click on the “sell” button for the two margin account stocks? What about the TFSA EIF stock? Should one sell, trim down?
I would appreciate your comments/guidance.
Thank you

Asked by Gilles on September 02, 2025
5i Research Answer:
Position sizes need to be personal but we think anyone would consider these very large bets....
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