$Moneymakers$
[New]
$Palantir (PLTR.US)$
$Lululemon Athletica (LULU.US)$
[Sold]
$Nike (NKE.US)$ - replacing with Lululemon
[New]
$Palantir (PLTR.US)$
$Lululemon Athletica (LULU.US)$
[Sold]
$Nike (NKE.US)$ - replacing with Lululemon
3
$Moneymakers$
Reducing exposure to last year winners - Tech (see recent transactions in portfolio) and keeping some cash.
Adding $PepsiCo (PEP.US)$ and $Hershey (HSY.US)$ as TA is setting up at weekly levels.
Happy new year!![]()
Reducing exposure to last year winners - Tech (see recent transactions in portfolio) and keeping some cash.
Adding $PepsiCo (PEP.US)$ and $Hershey (HSY.US)$ as TA is setting up at weekly levels.
Happy new year!
$Nic's Cloud Portfolio$
New: $Pegasystems (PEGA.US)$, $Appian (APPN.US)$
- adding low code platforms, attractive growth potential at reasonable valuations
Removed: $Advanced Micro Devices (AMD.US)$
- TP AMD to lock in gains
New: $Pegasystems (PEGA.US)$, $Appian (APPN.US)$
- adding low code platforms, attractive growth potential at reasonable valuations
Removed: $Advanced Micro Devices (AMD.US)$
- TP AMD to lock in gains
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
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