- Adobe Inc. (ADBE)
- Meta Platforms Inc. (META)
- Booking Holdings Inc. (BKNG)
- Super Micro Computer Inc. (SMCI)
- Crocs Inc. (CROX)
- CrowdStrike Holdings Inc. (CRWD)
Q: In a US $ registered acct with a growth tilt, equities that we hold in a 'smaller' % (1%-2.5% range) of total portfolio are as follows: ADBE, BKNG, CROX CRWD, META, SMCI . Would you put new money into any of these ? At what price ? And what approximate % of a total portfolio would you go up to for any of them ?
Thank you
Thank you