Subject: Re: What to sell?
BN share price has had a heck of a run YTD…

It has done particularly well. I think I'll be trimming some of the BN. Debt has always scared me. Even though borrowing can be smart when the USD is getting debased so quickly, I worry about the very unlikely but possible black swans that can lead to bankruptcy. Pretty high risk profile in the rest of my stock portfolio so I think I'll go with the more conservative choice.