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  5. ATD: I am thinking of selling my full position in TCS and investing the proceeds in ATD. [Alimentation Couche-Tard Inc.]
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Q: I am thinking of selling my full position in TCS and investing the proceeds in ATD. This will reduce my Technology holdings to market weight and increase my Consumer Discretionary holdings to be closer to market weight. What do you think?
Asked by David on October 10, 2025
5i Research Answer:

We have sold our TCS from the growth model portfolio (update sent last night) and we would be fully comfortable with this switch. 

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