- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Netflix Inc. (NFLX)
- Salesforce Inc. (CRM)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Atlassian Corporation (TEAM)
Q: I'm wondering if you have strong feelings about the prospects of any of these or similar mega cap tech stocks, in terms of their values against each other or others similar. I own most of these but on their own they are fairly small holdings. Could you please rank, and which would be worth trading up for the others? Also how many would you recommend holding?