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Block Inc. Class A (SQ)
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Tesla Inc. (TSLA)
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Carriage Services Inc. (CSV)
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IDEXX Laboratories Inc. (IDXX)
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Roku Inc. (ROKU)
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Zscaler Inc. (ZS)
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Converge Technology Solutions Corp. (CTS)
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Century Communities Inc. (CCS)
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MEDIFAST INC (MED)
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Digital Turbine Inc. (APPS)
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Cloudflare Inc. Class A (NET)
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Snowflake Inc. Class A (SNOW)
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Airbnb Inc. (ABNB)
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Mitek Systems Inc. (MITK)
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Affirm Holdings Inc. (AFRM)
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DigitalOcean Holdings Inc. (DOCN)
Q: Hi 5i Team,
I own the above noted stocks as a smaller portion of my portfolio of higher risk names. All of these names are down other than CTS. Do you see any of these names as ones that I should sell as part of a portfolio clean up?
Thanks in advance,
Jon
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Roku Inc. (ROKU)
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Teladoc Health Inc. (TDOC)
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Invitae Corporation (NVTA)
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Fastly Inc. Class A (FSLY)
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BigCommerce Holdings Inc. (BIGC)
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Ondas Holdings Inc. (ONDS)
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DigitalOcean Holdings Inc. (DOCN)
Q: I am thinking of the selling the above stocks for a tax loss as I am down significantly. Could you rank these stocks as to which you would sell first to last.
Also I still have quite a bit of stock in technology and was thinking of investing the money in a general ETF mimicking the market. Which ETF would you recommend.
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Veeva Systems Inc. Class A (VEEV)
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Redfin Corporation (RDFN)
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Pinterest Inc. Class A (PINS)
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Lemonade Inc. (LMND)
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Affirm Holdings Inc. (AFRM)
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DigitalOcean Holdings Inc. (DOCN)
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SoFi Technologies Inc. (SOFI)
Q: Hi 5i
Can you assign a rank on the future potential for each of these companies on a scale of 1-10? 1 being dead in the water and 10 being amazing potential from current levels?
If you have 1-2 favs from this list, what makes them better than the rest?
Thanks!