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Celestica Inc. (CLS $216.88)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $176.54)
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Blackstone Inc. (BX $168.25)
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Meta CDR (CAD Hedged) (META $39.13)
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Goosehead Insurance Inc. (GSHD $102.23)
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Freshworks Inc. (FRSH $14.82)
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Powell Industries Inc. (POWL $224.30)
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Genius Sports Limited (GENI $11.52)
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Cellebrite DI Ltd. (CLBT $14.61)
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Brookfield Corporation Class A Limited Voting Shares (BN $91.48)
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GRAIL Inc. (GRAL $35.07)
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Nebius Group N.V. (NBIS $56.78)
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Amazon.com CDR (CAD Hedged) (AMZN $26.69)
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