Q: Pls disregard my previous question - here goes again.
I would like your advice on simplifying our IT sector holdings. My sector allocation is currently 16% and willing to go to 20%
VISA, SQ and PPYL have been placed in Financials [would have brought total allocation to 22% if included in IT].
GIB at 20% [of 16% total] is largest followed by SHOP at 12%. Next category between 5-10% are CSU, MSFT, SPOT, SSTI, TTD, ARKW, TD Science & Technology Fund, DOCU. Others at <5% [initial positions] are NVDA, KXS, NXPI, BOX, IQ, MU.
All are up except for MU. Pls advise which to discard, which to add to and any others that could provide growth on your "favorites" list.
Much appreciated
Sam
I would like your advice on simplifying our IT sector holdings. My sector allocation is currently 16% and willing to go to 20%
VISA, SQ and PPYL have been placed in Financials [would have brought total allocation to 22% if included in IT].
GIB at 20% [of 16% total] is largest followed by SHOP at 12%. Next category between 5-10% are CSU, MSFT, SPOT, SSTI, TTD, ARKW, TD Science & Technology Fund, DOCU. Others at <5% [initial positions] are NVDA, KXS, NXPI, BOX, IQ, MU.
All are up except for MU. Pls advise which to discard, which to add to and any others that could provide growth on your "favorites" list.
Much appreciated
Sam