Apple is presented as an indicator for the tech industry, trading at a high multiple (36x) but justified by its business model, and the creator believes other hyperscalers should trade similarly, with room for growth.
Source Post
Canadian Portfolio Review: Top 5 Stocks Crashing (MSFT, AMZN, META, GOOGL, TTWO)
Aug 31, 2026
The creator discusses the difficulty of executing a buy-and-hold strategy for individual stocks, contrasting it with the simplicity of index fund investing. They express frustration with retail investors' emotional reactions to market volatility, emphasizing their own long-term perspective on a portfolio that includes individual stocks like Take-Two, Amazon, Google, Microsoft, and Meta, alongside index funds such as VDY, VT, XQT, and VEQT.
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Take-Two is down 6% due to market volatility, but the creator is unfazed and essentially flat on the position.
Amazon is noted as a current holding that is performing well for the creator.
Microsoft is mentioned as one of the creator's individual stock holdings that is currently doing great.
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