Palantir is mentioned for its integration into government systems and its impact on the geopolitical landscape, as part of a broader discussion on AI's material impact.
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Canadian Stock Portfolio For Passive Income TFSA & RRSP Wealthsimple Trade Updates
Jul 31, 2026
The creator discusses their investment strategy, focusing on taking profits from "hyper scalers" and rolling them over to pay off their mortgage. They plan to adjust their TFSA and RRSP with ETFs and may speculate on individual stocks in their corporate account. The creator highlights the current growth period, their personal investment returns, and their experience with Wealthsimple's broker services, while also mentioning Steve Eisman's skepticism towards the AI boom. They also touch upon their holdings in VDY and VOO.
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Coca-Cola is mentioned as an example of a staple stock that has outperformed the broader S&P 500 and many tech companies year-to-date.
The creator cut their Meta position in half, despite believing it had strong numbers, seeing it as a buying opportunity for other stocks.
The creator sold their Google shares a couple of months ago to reduce exposure to AI, viewing it as a profitable decision.
Microsoft is highlighted as a resilient investment that performed well, benefiting from strong numbers and cloud growth.
The creator views Amazon as a resilient investment that proved to be a good decision, especially with strong recent numbers.
The creator mentions Take Two as a potential speculative investment in their corporate account, alongside other "hyper scalers."