- Roku Inc. (ROKU)
- Plug Power Inc. (PLUG)
- Okta Inc. (OKTA)
- Guardant Health Inc. (GH)
- CrowdStrike Holdings Inc. (CRWD)
- Snowflake Inc. Class A (SNOW)
Q: I hold the above six securities in a taxable account in less than half positions. On a tax neutral basis I could sell OKTA,SNOW,GH and PLUG and split the proceeds between ROKU and CRWD to bring them to larger positions. These investments are part of a relatively agressive taxable portfolio.
Two questions - firstly, if you could rank the 6 stocks in accordance with your preference. Secondly, do you think my proposal would create a meaningful stronger position for growth.
Thanks,
Terry
Two questions - firstly, if you could rank the 6 stocks in accordance with your preference. Secondly, do you think my proposal would create a meaningful stronger position for growth.
Thanks,
Terry