Telus is being followed by the creator, who is speculating on its potential for improving cash flow and dividend sustainability, but does not currently hold the stock.
Source Post
Stock Market Crash Got Worse | Investing $595k Canadian Retirement Portfolio Review
Passive Income InvestorApr 15, 2026
The creator reviews their Canadian retirement portfolio, discussing market volatility and their investment strategy. They express a bullish outlook on certain tech stocks like Nvidia and Take-Two Interactive, while also mentioning their continued investment in broad market ETFs like XEQT and VDY. The creator highlights the importance of cost averaging and strategic buying during market dips, even while acknowledging the difficulty of maintaining portfolio levels at higher asset values.
Linked Mentions
Tickers discussed in this post
Constellation Software is highlighted as a company that has crashed significantly but still maintains very high multiples.
Shopify is cited as a software company that has crashed significantly, yet still trades at high multiples.
Adobe is mentioned as an example of a US software stock that has been 'devastated'.
The creator views Tesla negatively, calling it a bubble due to missed delivery numbers, Cybertruck issues, and overvaluation despite improvements in self-driving technology.
XEQT is recommended as a good all-in-one ETF option for cost averaging and broad market exposure, despite the creator personally preferring it over ZEQT.
Microsoft is seen as a strong investment opportunity, currently trading at a discount with a significant backlog of revenue.
The creator believes Nvidia is a better buy than Microsoft and is trading at a significant discount, calling it the backbone of AI infrastructure.
The creator is aggressively buying Take-Two Interactive, viewing it as a significant opportunity due to its current valuation and potential for future growth, especially with the upcoming GTA 6 release.