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Costco Wholesale Corporation (COST $1,014.53)
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Walmart Inc. (WMT $131.93)
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Dollarama Inc. (DOL $173.60)
Q: I own Wallmart Costco and Dollarama in the Consumer defensive sector. They each comprise about 2% of my portfolio holdings for a total of 6%. Would it make sense to just own the big two compounders Wallmart and Costco and sell Dollarama?