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Investment Q&A

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Constellation Software Inc. (CSU $2,722.00)
- $2,722.00 P/E (TTM): 65.08X Cap: $59.14B
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Q: Sorry for yet another CSU question! As a long-term holder of CSU, we've made a hefty profit….not as much as it was, but still hefty.

Having said that, I need to rebalance our portfolio, which I can easily accomplish by selling some, not all, CSU.

Is portfolio rebalancing justification in this scenario?

Thanks in advance for your valuable insight.

Asked by Jerry on January 20, 2026

5i Research Answer:

We would consider rebalancing to a desired optimal portfolio position more important than stock picking, timing and taxes. While selling into a decline is never fun, we would consider weightings and exposure first, and proceed to rebalance if needed, rather than wait/hope/pray for perfect timing.

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