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Apple Inc. (AAPL $239.10)
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Meta Platforms Inc. (META $758.91)
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Alphabet Inc. (GOOG $235.52)
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Microsoft Corporation (MSFT $500.15)
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NVIDIA Corporation (NVDA $170.05)
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Booking Holdings Inc. (BKNG $5,612.35)
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QUALCOMM Incorporated (QCOM $159.85)
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Atlassian Corporation (TEAM $170.57)
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Crocs Inc. (CROX $86.98)
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CrowdStrike Holdings Inc. (CRWD $425.10)
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Digital Turbine Inc. (APPS $4.46)
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Unity Software Inc. (U $44.61)
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Matterport Inc. (MTTR)
Q: We hold the following in a registered US$ 'growth' account . The list shows % each represents of our total US/CAN portfolio and current Gain/Loss position.
1. Anything in this list that you would toss out ?
2. With QCOM nearing 5% of portfolio and 100% gain, am thinking of reducing back to 2.5 and redeploying. Your thoughts on what to add to with proceeds – if anything ?
MTTR 0.2% -82%
CROX 0.4% -9%
META 0.4% - 25%
BKNG 1.0% -10%
APPS 1.2% -72%
U 1.2% -68%
TEAM 2.3% +22%
CRWD 3.0% -13%
MSFT 3.0% +85%
NVDA 3.7% +38%
QCOM 4.8% +92%
1. Anything in this list that you would toss out ?
2. With QCOM nearing 5% of portfolio and 100% gain, am thinking of reducing back to 2.5 and redeploying. Your thoughts on what to add to with proceeds – if anything ?
MTTR 0.2% -82%
CROX 0.4% -9%
META 0.4% - 25%
BKNG 1.0% -10%
APPS 1.2% -72%
U 1.2% -68%
TEAM 2.3% +22%
CRWD 3.0% -13%
MSFT 3.0% +85%
NVDA 3.7% +38%
QCOM 4.8% +92%