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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Advanced Micro Devices Inc. (AMD)
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Novanta Inc. (NOVT)
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Axon Enterprise Inc. (AXON)
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e.l.f. Beauty Inc. (ELF)
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Synopsys Inc. (SNPS)
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Vertiv Holdings LLC Class A (VRT)
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Nu Holdings Ltd. Class A (NU)
Q: Sold 1/2 my portfolio (except CSU, TOI, LMN) at the end of August. First week into Sept and I'm looking smart. While I think it's still too early, when and how do I get back into market? Holdings (some sold out in August) include AMZN, META, NVDA, AMD, VRT, BN, SHOP, AXON, SNPS, NOVT, GOOG, NU, ELF.