CSU

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Hi Dan,
Looking to change my 3.5yr old daughter’s resp from managed to self-directed. I wanted to ask your take on including CSU. From my understanding, we shouldn’t expect the same returns as in the past and was hoping your take and any recommendations for good quality growth stocks that you’d consider appropriate for an resp. I plan to put a bulk of the funds in XEQT, maybe 5% in IBIT, but then the rest in a few stocks.
Thanks for your thoughts!

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Asked on August 6, 2025 12:00 pm
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Zero issues with Constellation here.

Keep in mind, when management stated that investors shouldn't expect the same returns moving forward as they did in the past, we're talking 25%+ annualized returns. I would imagine if the company could even grow at half that pace it would be a long-term performer of the S&P 500.

The company is without a doubt the blue-chip tech option in Canada. Shopify might be the faster growing option at this point in time but it's also the one that will no doubt be exposed to more volatility.

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Posted by Dan Kent
Answered on August 7, 2025 10:39 am