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Apple Inc. (AAPL $202.38)
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Amazon.com Inc. (AMZN $214.75)
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Visa Inc. (V $339.35)
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Constellation Software Inc. (CSU $4,718.31)
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Open Text Corporation (OTEX $39.15)
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Tencent Holdings Ltd. ADR (TCEHY $67.91)
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Block One Capital Inc. (BLOK)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.97)
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Pinterest Inc. Class A (PINS $37.76)
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Palantir Technologies Inc. (PLTR $154.27)
Q: I am concerned about 30% of my holdings being in IT and would like to reduce perhaps by half and cover some other sectors for balance. (Just read your year-end article about predicting 2021 - perhaps you would not be concerned about 30% going forward)
What order might you trim / sell these to raise cash?
Much thanks for steering us through a year full of uncertainty.
What order might you trim / sell these to raise cash?
Much thanks for steering us through a year full of uncertainty.