-
Kinaxis Inc. (KXS $130.09)
-
Atlassian Corporation (TEAM $76.81)
-
Real Matters Inc. (REAL $6.10)
-
DocuSign Inc. (DOCU $46.22)
-
Fastly Inc. (FSLY $20.04)
-
CrowdStrike Holdings Inc. (CRWD $407.68)
-
Palantir Technologies Inc. (PLTR $153.19)
-
Unity Software Inc. (U $20.38)
Q: Hi - I recently subscribed to Portfolio Analytics and I was looking at the suggested sector allocations of which I am out of whack. So I need to scale back in Technology - out of the above holdings, could you pls let me know which you would considering selling first? Or if they are all good for the long term (I have 10+ years), I could look at reducing position sizes.