-
Amazon.com Inc. (AMZN $211.99)
-
Alphabet Inc. (GOOG $300.79)
-
Microsoft Corporation (MSFT $370.27)
-
NVIDIA Corporation (NVDA $175.41)
-
Constellation Software Inc. (CSU $2,383.59)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.50)
-
Elastic N.V. (ESTC $49.70)
-
Shift4 Payments Inc. Class A (FOUR $40.68)
-
Duolingo Inc. (DUOL $96.47)
-
Cellebrite DI Ltd. (CLBT $14.12)
-
Lumine Group Inc. (LMN $22.68)
-
Nextpower Inc. (NXT $107.71)
Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?