Q: Looking at my Communication names I am wondering if it isn't time to move on from PINS and ROKU as I try to streamline my portfolio. Currently down 55% on both names after 4 years.
Allocation aside, I am thinking of selling both and simply increasing my position in GOOG. Thoughts? High risk investor with a long investing horizon.
Thank you as always!
Allocation aside, I am thinking of selling both and simply increasing my position in GOOG. Thoughts? High risk investor with a long investing horizon.
Thank you as always!