Q: For industrials, currently hold TFII, ATS, TRI. In that order of weighting. Also have WSP, NVEE, AXON on my watchlist.
I'm happy just sticking with 3, but 5-6 is great if they may improve my performance or diversification (if the new companies are similar quality).
If it was you, would you add more to the 3 holdings, or add one of the others? How would you rank the 6 names as far as quality and resiliance of the companies go?
I'm happy just sticking with 3, but 5-6 is great if they may improve my performance or diversification (if the new companies are similar quality).
If it was you, would you add more to the 3 holdings, or add one of the others? How would you rank the 6 names as far as quality and resiliance of the companies go?