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Constellation Software Inc. (CSU $4,568.78)
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Descartes Systems Group Inc. (The) (DSG $135.80)
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Kinaxis Inc. (KXS $188.12)
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Thomson Reuters Corporation (TRI $244.88)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $191.71)
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Topicus.com Inc. (TOI $176.54)
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Nvidia CDR (CAD Hedged) (NVDA $39.14)
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Alphabet CDR (CAD Hedged) (GOOG $34.58)
Q: My tech component of my portfolio is 43% and want to rebalance my portfolio so tech is about 33%. In tech CSU is 33% NVDA 20% Shop 15% Rest are about 6% to 8%. Is there 1 or 2 I should sell due to overlap? What should I do?
Also is there an argument that shopify fits into the consumer discretionary space?
Also am I missing a tech name?
Thanks take more credits if needed
Also is there an argument that shopify fits into the consumer discretionary space?
Also am I missing a tech name?
Thanks take more credits if needed