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Amazon.com Inc. (AMZN $226.13)
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Meta Platforms Inc. (META $704.28)
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Alphabet Inc. (GOOG $185.94)
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NVIDIA Corporation (NVDA $172.41)
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Advanced Micro Devices Inc. (AMD $156.99)
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Novanta Inc. (NOVT $122.96)
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Axon Enterprise Inc. (AXON $756.09)
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e.l.f. Beauty Inc. (ELF $117.63)
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Synopsys Inc. (SNPS $584.76)
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Vertiv Holdings LLC Class A (VRT $129.06)
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Nu Holdings Ltd. Class A (NU $13.02)
Q: Sold 1/2 my portfolio (except CSU, TOI, LMN) at the end of August. First week into Sept and I'm looking smart. While I think it's still too early, when and how do I get back into market? Holdings (some sold out in August) include AMZN, META, NVDA, AMD, VRT, BN, SHOP, AXON, SNPS, NOVT, GOOG, NU, ELF.