The creator sold XEQT as part of a portfolio adjustment to concentrate holdings.
Source Post
Sold VIDY Investing Updates TFSA & RRSP Canadian Stocks
Passive Income InvestorApr 15, 2026
The creator discusses selling a portion of their VDY (Vanguard International Dividend ETF) to reallocate capital towards hyperscaler tech stocks, specifically Google, Amazon, and Microsoft. They believe these tech companies are undervalued due to market focus on safety and commodities, and that AI advancements will drive substantial future growth and revenue for them. While acknowledging VDY's role as a stabilizer and potential future purchase, the primary focus is on concentrating in AI-driven tech for long-term growth.
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Meta was scaled down due to perceived higher risk and less backlog revenue compared to other hyperscalers, but is still considered part of the tech focus.
Microsoft is a key hyperscaler that the creator is investing in due to its role in AI and strong backlog revenue.
Amazon is considered a hyperscaler with significant AI potential and backlog revenue, making it a core part of the creator's investment strategy.
The creator sold a portion of VDY but still considers it a favorite ETF and a potential future purchase, acknowledging its role as a stabilizer.