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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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JD.com Inc. (JD)
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Pinduoduo Inc. (PDD)
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Lightspeed POS Inc. Subordinate Voting Shares (LSPD)
Q: First of all, I can't thank you enough for the excellence of your answers. I have been a member for many years. The answers just keep getting better.
Re my question:
I keep having to trim my tech sector. Perhaps I should sell a couple of names instead of just trimming? Would you please arrange these best to last? Many thanks.
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Adobe Inc. (ADBE)
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Amazon.com Inc. (AMZN)
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Salesforce.com Inc (CRM)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Atlassian Corporation Plc (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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ServiceNow Inc. (NOW)
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The Trade Desk Inc. (TTD)
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Paycom Software Inc. (PAYC)
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JD.com Inc. (JD)
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Rapid7 Inc. (RPD)
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DocuSign Inc. (DOCU)
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RingCentral Inc. Class A (RNG)
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Alteryx Inc. Class A (AYX)
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DexCom Inc. (DXCM)
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Qualys Inc. (QLYS)
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Repligen Corporation (RGEN)
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Match Group Inc. (MTCH)
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Pinduoduo Inc. (PDD)
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Palomar Holdings Inc. (PLMR)
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Five9 Inc. (FIVN)
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Beyond Meat Inc. (BYND)
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Chewy Inc. Class A (CHWY)
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Freshpet Inc. (FRPT)
Q: I have these companies in my high revenue portfolio. It has been performing well. In these changing times, I find myself switching to companies that have high revenue growth and will not be affected by closure. Any expert thoughts or input would be appreciated.
FRPT - Freshpet is not in your database.
Q: Would like your assessment of PDD please. I am a bit heavy on tech, but it looks very interesting. Many thanks.
Read Answer Asked by Elaine on April 29, 2020