Google was a successful investment where the creator anticipated and benefited from its strong performance.
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Top Canadian Dividend Stock To Buy In Your TFSA 2026
Passive Income InvestorMay 1, 2026
The creator discusses their significant investment in the VDY ETF, highlighting its strong past performance and dividend income. While acknowledging VDY's historical success and its continued role in their portfolio, they caution against expecting similar future returns due to a 'perfect storm' of factors. The creator also touches on the Canadian banking sector's recent outperformance and anticipates a leveling off of growth.
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Take-Two Interactive is a focus for aggressive capital due to anticipated under-appreciation of returns.
Meta is still suppressed and expected to see its value catch up in the future.
Amazon was bought at a great price and is considered a good investment.
Microsoft is a focus for aggressive new capital due to its position in technology.
Canada National Railway is a strong buy due to suppressed valuation and robust free cash flow growth.
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CNR
buy opened May 1, 2026
+8.68%