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Broadcom Inc. (AVGO)
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kneat.com inc. (KSI)
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Axon Enterprise Inc. (AXON)
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Construction Partners Inc. (ROAD)
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Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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IES Holdings Inc. (IESC)
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CrowdStrike Holdings Inc. (CRWD)
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Applovin Corporation (APP)
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Coinbase Global Inc (COIN)
Q: I need to consolidate some of the riskier stocks in my portfolio. Of the following on my chopping block, could you rate which would be keepers for the long term (with a hands-on approach) - best to worst - KSI, GLXY, AVGO, AXON, IESC, ROAD, COIN, APP, CRWD? Also, I hold both GSY and PRL. Is it reasonable to let one go in a consolidation? If so, which one - thanks!