-
Kinaxis Inc. (KXS $143.16)
-
Atlassian Corporation (TEAM $78.01)
-
Real Matters Inc. (REAL $5.99)
-
DocuSign Inc. (DOCU $48.64)
-
Fastly Inc. (FSLY $22.74)
-
CrowdStrike Holdings Inc. (CRWD $436.33)
-
Palantir Technologies Inc. (PLTR $151.14)
-
Unity Software Inc. (U $20.67)
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.