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30% is too high, even the greatest stock of all time. Don't sell all of it, but gradually sell it down to 5% weight.

Canada has 6 banks and the US has 9,000. TD should have taken warnings from the US regulator more seriously, before the regulators clobbered them with that penalty. TD should have changed their board and CEO faster and sooner; the market was upset with the lack of action and punished shares. Buying TD now at a discount and with the 3.5% dividend it pays is a bargain.

Will benefit from tariffs; they do logistics for companies. They make the paperwork easy. A great Canadian growth story. Has owned this a long time.

Is large and profitable. The CEO led the bank through 2008 and has made many good moves over the years. A long-term holding and the best US banks he owns.

Some companies will do well, with or without tariffs. Tariffs are largely on goods, while 80% of the Canadian economy is services like Descartes and TD.