As of now my Canadian portfolio is outperforming my US portfolio, a reversal as of this month's bloodbath.
My US portfolio is heavily weighted in tech, (tsla, nvda, amzn, googl, msft). With msft and tsla as my top gainers. Canadian holdings are mostly energy and financial (enb, td) Enbridge being the biggest winner.
This seems to be a balancing act that the market desperately needed, considering insane valuations.
The saying, “Sell in May and go away” may have come a month early. I see the current scenario as a great buying opportunity in nasdaq stocks. But my current sentiment is hold, also I'm a stupid ape so don't take my advice.
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