Apple is the second-largest holding, valued for its strong ecosystem and cash flow, but the creator is concerned about its innovation cycle and slow AI integration.
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My Top 10 stocks position 1 2
Dividend GuyMar 15, 2026
The creator discusses their top two largest stock holdings: National Bank (NA) and Apple (AAPL). For National Bank, they highlight its diversification, growth orientation, and strong financial numbers, while noting concerns about increasing provisions for credit losses. For Apple, the creator praises its ecosystem and cash flow generation but expresses reservations about its innovation cycle and AI integration.
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National Bank is the creator's largest holding, praised for its diversification, growth strategy, and strong financial metrics, despite concerns about rising credit loss provisions.
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