Source Post

Moving To Wealthsimple $634k Canadian Stock Portfolio For Passive Income

The creator discusses their Canadian stock portfolio, highlighting strong performance from major indices like VDY and VOO, as well as individual tech stocks such as Amazon, Google, Microsoft, and Meta. They note a rotation into lower-priced stocks and opportunities in sectors outside of software, while also mentioning their long-term conviction in software companies like Microsoft and Take-Two Interactive despite recent downturns. The creator also touches on commodity rotations between energy and precious metals.

Linked Mentions

Tickers discussed in this post

CNQBullishHigh ConvictionSignal-backedPrimary

CNQ is a top Canadian stock with tech-like growth due to massive oil and natural gas production increases, poised to explode if oil prices spike.

AVGONeutralMedium ConvictionSignal-backedSecondary

Broadcom is a significant holding in the Canadian AI ETF (CHIP) and is also held by the creator.

NVDANeutralMedium ConvictionSignal-backedSecondary

Nvidia is a core holding within the Canadian AI ETF (CHIP) and is also held individually.

HOODNeutralLow ConvictionResearch Only

Robinhood is mentioned as a comparison point for Wealthsimple's fee structure.

TTWONeutralHigh ConvictionSignal-backedPrimary

Take-Two Interactive is a long-term hold despite recent struggles, with earnings expected to provide a catalyst.

METABullishMedium ConvictionSignal-backedSecondary

Meta is performing well, up 12% in the last month.

MSFTNeutralHigh ConvictionSignal-backedPrimary

Microsoft is a long-term hold despite recent selling pressure, with upcoming earnings expected to justify its value.

GOOGBullishMedium ConvictionSignal-backedSecondary

Google has fully recovered and is showing strong gains.

AMZNBullishHigh ConvictionSignal-backedPrimary

Amazon is a top performer, up 25% and outperforming other tech giants.

Linked Signals

Tracked calls opened from this post

AMZN
buy opened Apr 24, 2026
-2.83%
CNQ
buy opened Apr 24, 2026
+6.71%