Q: Can I please have your opinion on this company? Thinking of adding a small position realizing it is more risky.
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Apple Inc. (AAPL $211.16)
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Alphabet Inc. (GOOG $181.31)
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NVIDIA Corporation (NVDA $164.92)
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Constellation Software Inc. (CSU $4,888.06)
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Kinaxis Inc. (KXS $195.99)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.42)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.70)
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Digital Turbine Inc. (APPS $5.08)
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Topicus.com Inc. (TOI $178.45)
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Nextdoor Holdings Inc. Class A (KIND $1.66)
Q: Hello 5i,
My investments have grown nicely in 2021: thank you!
I’ve categorized the above assets into three buckets:
Technology: nvda,kxs,toi,csu =12.8%
Communication: goog,apps,kind =6.5% (goog is 5%)
Consumer discretionary: appl,shop,lspd =8% (lspd=<1)
Total= 27%
Please comment on outlay and provide ideas for improvement. Am I being too cute with my categorization buckets?
Many thanks for your opinion.
My investments have grown nicely in 2021: thank you!
I’ve categorized the above assets into three buckets:
Technology: nvda,kxs,toi,csu =12.8%
Communication: goog,apps,kind =6.5% (goog is 5%)
Consumer discretionary: appl,shop,lspd =8% (lspd=<1)
Total= 27%
Please comment on outlay and provide ideas for improvement. Am I being too cute with my categorization buckets?
Many thanks for your opinion.
Q: Hi 5i,
Any thoughts on the new SPAC?
TIA!
Wayne
Any thoughts on the new SPAC?
TIA!
Wayne