@nataninvesting Own a few. $PDD is great but don’t have the same conviction as you on that. Can have a great company but some things are out of your control. Just sold my $UNH after grabbing some in the upper $200s. I like $CRM better now
Well I probably should go first. Since two in my top five are not companies, I’ll share my top magnificent seven. $NBIS 23%, $EZBC 13.5%, $MELI 7%, $EZET 4.5%, $ASTS 4.5%, $AMD 4%, $ALAB 4%
@davey_juice Love the portfolio. I’m very similar and have a lot of the same names. Been watching $RBRK but haven’t pulled the trigger. Which company do you love the most?
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