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Booking Holdings Inc. (BKNG)
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Lowe's Companies Inc. (LOW)
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Philip Morris International Inc (PM)
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Crocs Inc. (CROX)
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Extra Space Storage Inc (EXR)
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Axos Financial Inc. (AX)
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Perion Network Ltd (PERI)
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Airbnb Inc. (ABNB)
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Lantheus Holdings Inc. (LNTH)
Q: I am looking to build a concentrated US equity portfolio. Could you please identify your favs [greater than 5% allocation] for each of Income, Balanced and Growth portfolios [and, if possible for Quality portfolio].
Thank you.