The creator suggests a 50/50 split between VEQT and TEC ETFs for long-term growth over 5-10 years.
Source Post
Rebalancing My $720k Portfolio: VDY, Canadian Dividend Stocks & Tech Picks
Aug 7, 2026
The creator discusses their $720k portfolio's performance, noting the S&P 500's all-time highs driven by hyperscalers and AI data centers. They address questions about VDY, its performance relative to Canadian markets and VCE, and their hesitation despite its recent gains. The creator also details their position in Take-Two Interactive (TTWO), explaining their short-to-mid-term outlook and why they wouldn't hold it long-term due to the cyclical nature of entertainment stocks.
Linked Mentions
Tickers discussed in this post
The creator suggests a 50/50 split between VEQT and TEC ETFs for long-term growth over 5-10 years.
Meta is mentioned as an example of a good stock that can drop significantly during downturns.
The creator sold their TD position with a 100-110% return and is now looking to buy VDY instead of individual stocks.
The creator implies Telus, like Bell, could rebound and become a more strategic stock, suggesting it's currently cheaper than its potential bankruptcy value.
The creator believes Nvidia is considerably cheap for its business prospects and was a significant driver of S&P 500 gains, regretting not buying it earlier.
The creator uses VO as a vehicle to cost average into the best assets in the world at a discount when it dips, viewing it as a long-term holding.
The creator is trading Take-Two Interactive, having bought on dips over the past two years, and is playing it for catalysts rather than long-term growth.
Netflix is presented as an example of a streaming platform that will eventually reach parity and struggle to maintain attention due to competition.
Disney is used as an example of a cyclical entertainment stock whose stock price did nothing from 1998 until 2011-2012 before rising and then declining.