-
Apple Inc. (AAPL $267.26)
-
NVIDIA Corporation (NVDA $188.12)
-
QUALCOMM Incorporated (QCOM $176.31)
-
Kinaxis Inc. (KXS $166.53)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.06)
-
Atlassian Corporation (TEAM $153.88)
-
Baylin Technologies Inc. (BYL $0.28)
-
Real Matters Inc. (REAL $5.87)
-
The Trade Desk Inc. (TTD $40.11)
-
Vanguard Information Technology ETF (VGT $757.42)
-
ARK Next Generation Internet ETF (ARKW $153.27)
-
Vitalhub Corp. (VHI $9.18)
-
DocuSign Inc. (DOCU $64.34)
-
SolarEdge Technologies Inc. (SEDG $31.26)
-
Vanguard Growth ETF (VUG $488.45)
-
United Microelectronics Corporation (NEW) (UMC $7.77)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.61)
-
Zoom Communications Inc. (ZM $86.53)
-
Enphase Energy Inc. (ENPH $34.00)
-
ARK Autonomous Technology & Robotics ETF (ARKQ $123.50)
-
BBTV Holdings Inc. Subordinate Voting Shares (BBTV $0.37)
Q: Hi team,
With 22 tech stocks weighting some 34% of my portfolio, I assume you would recommend that I rationalize my approach for a better diversification, both in my tech sector and in my portfolio as a whole.
To accomplish that, while keeping a strong growth approach, could you indicate which are, in your view, 1) the « must own » stocks, in order of importance 2) those which could be dropped because of « double emploi » or high risk, 3) those missing to properly cover the tech sector ?
Please feel free to use as many credits as you see fit.
Gratefully yours,
Jacques IDS
With 22 tech stocks weighting some 34% of my portfolio, I assume you would recommend that I rationalize my approach for a better diversification, both in my tech sector and in my portfolio as a whole.
To accomplish that, while keeping a strong growth approach, could you indicate which are, in your view, 1) the « must own » stocks, in order of importance 2) those which could be dropped because of « double emploi » or high risk, 3) those missing to properly cover the tech sector ?
Please feel free to use as many credits as you see fit.
Gratefully yours,
Jacques IDS