E. Nashton

Added to MSFT, SPGI, BAM and CSU. Funded by 2026 sales of CGL (gold).

Same - CSU, CMG.TO

@maxprogram Noticed it was not available on amazon.ca (Canada) even during pre-release. Any insight if it will be made available in Canada?

Honestly, it might sound weird, but once we bought our modest place and weren't renting anymore, a switch just flipped. Having the family home stability actually made me way more chill about getting aggressive with my investments. It felt easier—psychologically and literally—to funnel more of my extra cash into the portfolio.

Bold.

Just got that too - must be getting bled dry from WS and the like.

Sold the last tranche of my BAC position that was bought in 2012!

Sold a bit of my positions in PLTR, DIS, ATZ and TVK today/this week.

Bought some more OXY and re-started a position in CNQ.

Indices - 40% Cash - 20% Berkshire/Markel/FFH - 10% CP - 10% Joe - 5% BN/BAM - 5% Nintendo - 5% Multiple small positions - 5%

Ive been adding to this position but wow 45%...that takes some guts. Would love to hear your general contra thoughts on it as most everyone hates BNS. happy to take this to a BNS thread

It's ugly but buying some Bank of Nova Scotia...

I do something similar and have some overlap with your suggestions. I'll probably add some cdn office reits for punishment and have also added ATZ.

Basket of hated stuff because why not. Nke, dis and C.

Folks gonna hate this one. Added to DIS.