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Apple Inc. (AAPL $257.13)
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NVIDIA Corporation (NVDA $188.89)
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QUALCOMM Incorporated (QCOM $168.85)
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Kinaxis Inc. (KXS $181.59)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.24)
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Atlassian Corporation (TEAM $151.05)
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Baylin Technologies Inc. (BYL $0.30)
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Real Matters Inc. (REAL $7.36)
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The Trade Desk Inc. (TTD $50.88)
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Vanguard Information Technology ETF (VGT $757.99)
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ARK Next Generation Internet ETF (ARKW $177.67)
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Vitalhub Corp. (VHI $10.96)
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DocuSign Inc. (DOCU $68.10)
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SolarEdge Technologies Inc. (SEDG $37.96)
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Vanguard Growth ETF (VUG $483.28)
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United Microelectronics Corporation (NEW) (UMC $7.29)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.49)
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Zoom Communications Inc. (ZM $82.24)
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Enphase Energy Inc. (ENPH $37.74)
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ARK Autonomous Technology & Robotics ETF (ARKQ $115.60)
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BBTV Holdings Inc. Subordinate Voting Shares (BBTV $0.37)
Q: Hi team,
With 22 tech stocks weighting some 34% of my portfolio, I assume you would recommend that I rationalize my approach for a better diversification, both in my tech sector and in my portfolio as a whole.
To accomplish that, while keeping a strong growth approach, could you indicate which are, in your view, 1) the « must own » stocks, in order of importance 2) those which could be dropped because of « double emploi » or high risk, 3) those missing to properly cover the tech sector ?
Please feel free to use as many credits as you see fit.
Gratefully yours,
Jacques IDS
With 22 tech stocks weighting some 34% of my portfolio, I assume you would recommend that I rationalize my approach for a better diversification, both in my tech sector and in my portfolio as a whole.
To accomplish that, while keeping a strong growth approach, could you indicate which are, in your view, 1) the « must own » stocks, in order of importance 2) those which could be dropped because of « double emploi » or high risk, 3) those missing to properly cover the tech sector ?
Please feel free to use as many credits as you see fit.
Gratefully yours,
Jacques IDS