Q: My portfolio is the following:
Tech: 41%
Financial: 11% (GSY/BAM)
Communication: 10% (GOOG, ROKU)
Industrial: 9% (TT, XYL, WSP)
Health care: 9% (VEEV, DXCM, WELL)
Real estate: 3% (EXPI)
Cons Cycl: 1% (ATZ)
Tech holdings:
LSPD 2.6%
TOI 5.4%
SHOP 2.5%
NVDA 13.4%
PLTR 0.9%
CRWD 4.1%
SQ 3.8%
APPS 4.7%
U 3.8%
Looking for advice on which tech stock if any I should cut loose. I am clearly overweight in this sector, and would appreciate some guidance on how to better allocate my money?
I’ve heard you mention LSPD and SHOP somewhat overlap, but selling LSPD at a loss right now simply does not make sense in my view.
If selling a portion of my tech is ideal in your view, please provide alternative stocks in other sectors. Thanks
Happy Holidays!
Nick
Tech: 41%
Financial: 11% (GSY/BAM)
Communication: 10% (GOOG, ROKU)
Industrial: 9% (TT, XYL, WSP)
Health care: 9% (VEEV, DXCM, WELL)
Real estate: 3% (EXPI)
Cons Cycl: 1% (ATZ)
Tech holdings:
LSPD 2.6%
TOI 5.4%
SHOP 2.5%
NVDA 13.4%
PLTR 0.9%
CRWD 4.1%
SQ 3.8%
APPS 4.7%
U 3.8%
Looking for advice on which tech stock if any I should cut loose. I am clearly overweight in this sector, and would appreciate some guidance on how to better allocate my money?
I’ve heard you mention LSPD and SHOP somewhat overlap, but selling LSPD at a loss right now simply does not make sense in my view.
If selling a portion of my tech is ideal in your view, please provide alternative stocks in other sectors. Thanks
Happy Holidays!
Nick