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Visa Inc. (V)
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TMX Group Limited (X)
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goeasy Ltd. (GSY)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: At 21.55%, I'm overweight financials. My problem is that I like all my stocks in this sector: BAM (2.9%), BN (4.9%), GSY (4.4%), X (5.2%), V (4.2%). In addition, all save V are in a non-registered account and would incur capital gains when sold.
In my view, all will do well when the market turns. Is there enough difference in terms of their drivers than I can continue to hold all 5? And if you would suggest I (reluctantly) trim, which stock(s) would you reduce? Thank you.
In my view, all will do well when the market turns. Is there enough difference in terms of their drivers than I can continue to hold all 5? And if you would suggest I (reluctantly) trim, which stock(s) would you reduce? Thank you.