Vertiv Holdings LLC Class A (VRT)

Q: Good Morning

I currently hold both VRT and NBIS. Is there too much duplication/overlap between the two? If that is the case which would you reduce to have only one position?

Thank you

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Read Answer Asked by Marty on March 24, 2025

Q: Sorry for the long list, but that's my IT holdings and I need help to get to a more disciplined IT portfolio. About equal weight, except for SHOP which was owned and is currently on watchlist. Question 1- please advise a limited high conviction IT - does 5 sound about right? It would really help me if you could explain why these are chosen as I want to understand my investments. Question 2 - which ones to sell outright so that can redeploy funds? Any to hold for potential high growth potential?

10

Read Answer Asked by sam on March 25, 2025

Q: for a 5 year plus hold please rank the above from top to bottom.

6

Read Answer Asked by Terry on March 21, 2025