If You Had $10,000 To Invest Only In Canadian Stocks Today, Where Would You Put It?

I've been thinking about this recently and figured it would make for an interesting discussion.

Let's say someone handed you $10,000 today with one rule: you can only invest in Canadian-listed companies.

No U.S. stocks.

No ETFs.

No crypto.

Just individual Canadian names.

How would you allocate it?

The reason I ask is because Canada seems to be sitting in a pretty interesting position right now. On one hand, you have the traditional heavyweights like the major banks, railways, and energy companies that have been portfolio staples for years. On the other hand, there are a lot of emerging themes that seem to be getting stronger.

Copper and critical minerals continue getting attention as countries focus on infrastructure, electrification, AI data centers, and manufacturing. Uranium remains a popular topic whenever energy security comes up. There are also smaller technology, AI, and software companies trying to carve out their own place in growing markets.

What's interesting is that Canada seems to have exposure to a lot of global trends despite having a much smaller stock market than the U.S.

I've noticed more investors discussing resource companies recently, especially with all the talk around copper demand, power infrastructure, and data center growth. At the same time, there are plenty of people who still prefer the stability of Canadian banks or established dividend payers.

Personally, I always find it interesting to see where people would actually put money if they were forced to focus only on Canadian opportunities.

Would you build around the big banks?

Would you focus on energy?

Would you go heavy into mining and critical minerals?

Or would you take a chance on smaller growth companies listed on the TSX or CSE?

Curious to hear how people would build a Canadian-only portfolio in today's market and which specific stocks would make the cut.