- NVIDIA Corporation (NVDA)
- Block Inc. Class A (SQ)
- Tesla Inc. (TSLA)
- Roku Inc. (ROKU)
- ARK Innovation ETF (ARKK)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Pinterest Inc. Class A (PINS)
Q: I currently have a 4% (total portfolio) position in ARKK in my TFSA. Down some 4.5%. Considering replacing it with equal positions in two other US techs, possibly PINS and NVDA. I already hold GOOG, CROWD, ADOBE, MSFT and AMZN.
1) Would you hold the course with ARKK?
2) If not, which two US techs would you replace it with today?
And on an unrelated topic, I own (and am exceedingly happy with) EGLX. Like GOOG, it is considered to be in the Communications sector. For my portfolio purposes, I would like to assign all or part of EGLX to consumer cyclical. Does this make sense?
Thanks.
Maureen
1) Would you hold the course with ARKK?
2) If not, which two US techs would you replace it with today?
And on an unrelated topic, I own (and am exceedingly happy with) EGLX. Like GOOG, it is considered to be in the Communications sector. For my portfolio purposes, I would like to assign all or part of EGLX to consumer cyclical. Does this make sense?
Thanks.
Maureen