Tech Allocation

I sit at around 30-35 different companies at any given point in time of those im currently holding 14 tech stocks 2 tech infrastructure stocks 2 cyber security stocks 5 chip/semi stocks 5 SaaS stocks....

I have downsized some positions in August but not permanently just to find some juicy buy back in points as the market comes off highs. I did however drop Salesforce, Box and Sentinel One all together and pick up Cisco and Upwork. Took some profits on some gains held the rest....really just trying to hold a lot of buying power until we see whether the market wants turn bull or bear.

in general I've downsized tech to wait for opportunities down the road ....and in the meantime picked up some energy/oil/natural gas/HVAC/construction stocks.

my Tech

Adobe

Nvidia

Pan Alto Networks

Tesla

Autodesk

Crowd Stike

Oracle

On Semiconductor

Cisco

Modine Manufacturing

Allegro Microsystems

Smart Global Holdings

Fastly

Upwork