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Celestica Inc. (CLS $270.25)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $195.60)
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Blackstone Inc. (BX $171.62)
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Meta CDR (CAD Hedged) (META $42.90)
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Goosehead Insurance Inc. (GSHD $86.06)
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Freshworks Inc. (FRSH $13.08)
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Powell Industries Inc. (POWL $254.64)
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Genius Sports Limited (GENI $12.91)
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Cellebrite DI Ltd. (CLBT $15.60)
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Brookfield Corporation Class A Limited Voting Shares (BN $90.48)
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GRAIL Inc. (GRAL $32.43)
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Nebius Group N.V. (NBIS $71.62)
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Amazon.com CDR (CAD Hedged) (AMZN $27.07)
Q: I would like to narrow this list down to the best 10 to hold in a long term taxable portfolio. What would you suggest be the top 10 stocks? I currently hold all of them but would like to sell this down to 10. I like holding 10 stocks with about 10% in each as a risk/reward balance. Thank you - and thanks for some of these names which came from you! I am only down on Amazon and BN at this time.
Jason
Jason