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Photon Control Inc. (PHO $3.60)
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Kinaxis Inc. (KXS $203.12)
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Open Text Corporation (OTEX $39.84)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.46)
Q: Am I correct in being a bit nervous about the tech sector getting ahead of itself? I own the above stocks in tech. I have trimmed SHOP from about 12% down to 7%, and I own about 6% in the others, (all with good gains). So - still about 25% tech. I've thought of selling all tech and sitting on the sidelines for a few months, or, just making a trim to reflect a balance. How would you suggest I proceed to further? Thanks, as always.