- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Salesforce Inc. (CRM)
- Kinaxis Inc. (KXS)
- Advanced Micro Devices Inc. (AMD)
- Veeva Systems Inc. Class A (VEEV)
- Roku Inc. (ROKU)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hello,
I was lucky enough to invest in NVIDIA 3-4 years ago but it has grown to around 15% of my portfolio. I’m considering trimming it to 6-7%. I want to replace with other companies in the tech sector, which ones would you recommend for a 10+ year hold? My only other tech holding is Kinaxis.
Thank you for your help.
I was lucky enough to invest in NVIDIA 3-4 years ago but it has grown to around 15% of my portfolio. I’m considering trimming it to 6-7%. I want to replace with other companies in the tech sector, which ones would you recommend for a 10+ year hold? My only other tech holding is Kinaxis.
Thank you for your help.