$Moneymakers(PFL2017287)$
[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
$Moneymakers(PFL2017287)$
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!
$Nic's Cloud Portfolio(PFL2002374)$
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