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Illumina Inc. (ILMN $99.50)
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AbbVie Inc. (ABBV $232.06)
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Eli Lilly and Company (LLY $808.96)
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Constellation Software Inc. (CSU $3,709.99)
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Kinaxis Inc. (KXS $178.31)
Q: Thanks to strong performance largely from CSU and KXS, I am both overweight in Tech and also have outsized positions in both - CSU along with the spin offs is ~13% of total now.
While I like to let the winners run this position feels too oversized and would appreciate considerations around taking some earnings off here . Since I am also underweight in Industrials, Utilities, and Healthcare what would be good long term options here (I'm 41) to transition into?
While I like to let the winners run this position feels too oversized and would appreciate considerations around taking some earnings off here . Since I am also underweight in Industrials, Utilities, and Healthcare what would be good long term options here (I'm 41) to transition into?