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Salesforce Inc. (CRM $247.49)
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Constellation Software Inc. (CSU $4,790.56)
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Kinaxis Inc. (KXS $206.76)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.16)
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Atlassian Corporation (TEAM $185.44)
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Veeva Systems Inc. Class A (VEEV $281.46)
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The Trade Desk Inc. (TTD $87.70)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.17)
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CrowdStrike Holdings Inc. (CRWD $441.75)
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Topicus.com Inc. (TOI $185.00)
Q: Thanks for your insights in structuring the TFSA for 2022 and going forward, dated October 26, 2022. To transition to the new "alignment", I will need to transfer a number of Technology stock positions, see above, to a trading account, or sell....and I would like your take on this matter as the intention is to transition is DSG and NVDA.
The present TFSA is tilted, well more than that, like 45% + to tech positions, including VEEV. As the TFSA is tilted to growth-eee positions which ones would be better now held in a trading account, aka lower growth going forward....or if there are any that are no longer high conviction, please let me know....Thanks for all the sound/solid insights......Tom
The present TFSA is tilted, well more than that, like 45% + to tech positions, including VEEV. As the TFSA is tilted to growth-eee positions which ones would be better now held in a trading account, aka lower growth going forward....or if there are any that are no longer high conviction, please let me know....Thanks for all the sound/solid insights......Tom