NVDA
NVIDIA
-- 109.670 TSLA
Tesla
-- 263.550 PLTR
Palantir
-- 85.850 AMZN
Amazon
-- 192.720 GOOG
Alphabet-C
-- 156.060 
DBS: PDD Holdings – Buy Target Price US$226 (Previous US$171)
The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure.
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An investor since 1997, financial blogger, IBF certified trainer and public speaker. Spoken at SGX events.
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102313005 : Agreed. Please buy more!
Gator on Wall Street OP : Portfolio allocation is key. It’s not about buying more or less. There must be risk parameter incorporated into portfolio construction. And as a guideline, a stock should not have more than 5% of total portfolio allocation, no matter how convincing. In the market, no one knows for sure.
Investment is not about making profit, but managing risk. If the risk is well managed, the return will follow.