-
Kinaxis Inc. (KXS $174.92)
-
Atlassian Corporation (TEAM $162.39)
-
Real Matters Inc. (REAL $5.82)
-
DocuSign Inc. (DOCU $68.97)
-
Fastly Inc. (FSLY $10.43)
-
CrowdStrike Holdings Inc. (CRWD $478.84)
-
Palantir Technologies Inc. (PLTR $194.13)
-
Unity Software Inc. (U $45.20)
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.