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Nike Inc. (NKE $67.79)
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Dollarama Inc. (DOL $177.76)
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lululemon athletica inc. (LULU $164.73)
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Aritzia Inc. Subordinate Voting Shares (ATZ $88.94)
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Crocs Inc. (CROX $81.39)
Q: My total allocation in my portfolio is currently at 16%. However, it is inverse what the asset allocator recommend with nearly 4% in Cyclical and over 12% in Defensive. Would you recommend shifting some within Consumer? Do what extent does this matter since the boundary between both seems somewhat artificial? FYI - I own ABEV, BKGN, DOL, FDP, SAP all in my RRSP. If you recommend that I shift into Cons Cyclical, what would recommend as of today for my RRSP (US and CAN)?