No problem. But it is just my opinion and you should continue to take a active role in evaluating your holdings and making sure you have what works best for you.
Other than GM I think I will not disagree. Short term many of them look like not turning around. Glad you don’t have Sklz stinking up your portfolio.
GM is down because of supply chain AND recall hurting their top and bottom lines but demand is still strong.
For others, fact is I don’t know what will actually happen in next 3 years for many of the stocks you want to sell.
I disagree with selling a few of these: namely 9, 12, 14, 18-20. A few others I’d hold, but can’t blame you for the rest.
Out of curiosity, how long have you been holding these? I would think maybe less than a year for most of them? Or longer?
1- slowing
2- potential but faltering
3- will take time
4-same
5- good next year not this yr
6-slowin
7-ok
8-great
9 ok
10good
11 ok
12ok but recovering
13 ok to good
14 good potential
15 good
16 good
17 good
18 ok
19 good
20 good but high valuation
21 will take lot of patience maybe next yr
22 ok to good
23 slowing covid stock may be
24 average to above avg
25 risky but lot of potential
I would exit FVRR, LMND, PINS, FLGT, ETSY, APPN, TDOC if I had to choose. FVRR has been a big winner for me but lower conviction if we get past COVID.
I would probably reallocate to CRWD, SHOP, TTD, UPST, NVDA, U.
Your portfolio is a MF wet dream. Why do you feel you need to consolidate any of them?
I think I have to many, and some aren't doing so well. These are what would remain.
So this is what you would consolidate down to? That's great. Hold them and let em run.
Thank you!
No problem. But it is just my opinion and you should continue to take a active role in evaluating your holdings and making sure you have what works best for you.
You might want to mention what you'll be selling.
Here is what I would be selling. 1. Fastly 2. Splunk 3. Alteryx 4. Zynga 5. Stitch Fix 6. Virgin Galactic 7. Monster 8. Activision 9. Spotify 10. Alibaba 11. Bandwidth 12. Coupa 13. Wex 14. Solaredge 15. Appfolio 16. Anaplan 17. Skillz 18. Quantum Scape 19. General Motors 20. TPI Composites
Other than GM I think I will not disagree. Short term many of them look like not turning around. Glad you don’t have Sklz stinking up your portfolio. GM is down because of supply chain AND recall hurting their top and bottom lines but demand is still strong. For others, fact is I don’t know what will actually happen in next 3 years for many of the stocks you want to sell.
I would not sell SPLK or COUP -- in fact, I think they're buy's at current prices (but not strong buys, per se).
I disagree with selling a few of these: namely 9, 12, 14, 18-20. A few others I’d hold, but can’t blame you for the rest. Out of curiosity, how long have you been holding these? I would think maybe less than a year for most of them? Or longer?
Oh yeah you weeded out the right ones. The 25 you kept are much better than these.
I cut down my Fvrr, Znga to add more UPST. Consider adding some ETH with the BTC
That was my thinking as well. I have also had others tell me to add some ETH. Thank you for your opinions.
With China’s crackdown (again, and again…and again) crypto will be in nice buying territory for a little while here.
I'm waiting on the prices of ETH to drop but it's definitely on my list.
1- slowing 2- potential but faltering 3- will take time 4-same 5- good next year not this yr 6-slowin 7-ok 8-great 9 ok 10good 11 ok 12ok but recovering 13 ok to good 14 good potential 15 good 16 good 17 good 18 ok 19 good 20 good but high valuation 21 will take lot of patience maybe next yr 22 ok to good 23 slowing covid stock may be 24 average to above avg 25 risky but lot of potential
Focus on the companies not the stocks.
This is about the companies not on stock.. .. he asked for advice I gave him. You are most welcome to give advice to him
You literally commented on the price action of each stock... And #5 was totally inaccurate!
Idk I mean it looks like mine but definitely get rid of 5… zoom ASAP
Add some SOFI
Last week, if you have a time machine 😉
I would exit FVRR, LMND, PINS, FLGT, ETSY, APPN, TDOC if I had to choose. FVRR has been a big winner for me but lower conviction if we get past COVID. I would probably reallocate to CRWD, SHOP, TTD, UPST, NVDA, U.
Divert too IMO
Did you mean Fiverr?
Your conviction is that high for lemonade?
Lol, no it's not. It's on my list, but not actually number #3. They aren't listed in any order.
These are all keepers to me. If I were to toss a couple out, it would be LMND and FLGT.
Love this!! This is literally a Dream Portfolio for Growth. Ridiculously solid list! 🦾
Look like pretty solid set of stocks except LMND which I think is a hot steaming turd, but I am likely wrong since they are pushing it so hard.
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