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Portfolio Rebalancing | Trading | Blossom Social
Stroh's post
Stroh
@stroh
Trading · 6d
Portfolio Rebalancing
Based on my top 20 holdings by portfolio weight which stocks would you add or trim?
$NVDA
,
$GOOGL
,
$AMZN
,
$AVGO
,
$MSFT
,
$TSM
,
$LRCX
,
$MU
,
$ASML
,
$AMAT
,
$MELI
,
$GEV
,
$AMD
,
$KLAC
,
$ANET
,
$REGN
,
$TSLA
,
$UNH
,
$LLY
,
$MA
13
0
0
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13 Comments
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Top Comments
Valentine
@valentine_ventures · 6d
Team Google, Amazon, Broadcom, and tsm for sure
1 • Like
Reply
Vishal
@thegodinvestor · 6d
Add to
$MU
,
$MELI
, and
$GOOGL
1 • Like
Reply
Erik Zap
@ezv12 · 6d
Personally amzn buys. Highly undervalued atleast in terms of where it’s heading with capex spend
All of them great long term options though
1 • Like
Reply
Matthew Balmert
@cd2_js4 · 5d
add arm them and nvda together make the best cpu company on the market reason 70% of my longs is geared towards those 2
0 • Like
Reply
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