- NVIDIA Corporation (NVDA)
- Roku Inc. (ROKU)
- MEDIFAST INC (MED)
- CrowdStrike Holdings Inc. (CRWD)
- Celsius Holdings Inc. (CELH)
Q: Hello! I am tech heavy and don’t mind the extra volatility for a growth centric portfolio. Recently I am adding 10% of capital to my investments, considering a balance for the overall portfolio and tactical sector positioning, would you be able to recommend 5 Canadian and 5 US names each you are most convicted in for new capital deployment? Thanks very much.