Q: Initiated positions in both companies late last fall (before the Alibaba market difficulties). Would appreciate your short and long term outlook for both, recognizing the China market is not in your immediate ballyhoo!
ed in montreal
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Amazon.com Inc. (AMZN)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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Baidu Inc. (BIDU)
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iShares S&P Global Clean Energy Index Fund (ICLN)
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Trimble Inc. (TRMB)
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ARK Next Generation Internet ETF (ARKW)
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WELL Health Technologies Corp. (WELL)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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KE Holdings Inc American Depositary Shares (each representing three Class A) (BEKE)
Q: Hi,
Could you comment on my profolio for a 5 year hold? Should I add/remove/replace any of the stocks?
Also, Cathie Wood said she is expecting a drop of the market this year. However I currently have ZERO cash position. Do you think I should trim my profolio to have some cash? If yes how much percent do you recommend?
Thanks!
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Advanced Micro Devices Inc. (AMD)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: Good morning.
I am looking to buy one of the 4 listed. My distillation of reading your responses to questions is that you would recommend NVDA. Is this correct? Thanks.