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  5. CGY: Have made my tfsa contribution for 2026 and trimmed some winners and added some themed growth ideas. [Calian Group Ltd.]
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Q: Have made my tfsa contribution for 2026 and trimmed some winners and added some themed growth ideas.
It's now a decision to add MDA or CGY. Both are performing well which would you choose or split the position between them both at this time.
Thanks
David
Asked by David on January 30, 2026
5i Research Answer:

Both have potential. MDA is both larger and more expensive, and more volatile. But we would be fine owning MDA rather than splitting, on the belief that concentration in a TFSA can work well when stocks perform. We think the 'space' theme will continue to be very strong this year and next.