$Moneymakers(PFL2017287)$
[新]
$Palantir(PLTR.US$
$Lululemon Athletica(LULU.US$
[已售出]
$耐克(NKE.US$ -用 Lululemon 替换
[新]
$Palantir(PLTR.US$
$Lululemon Athletica(LULU.US$
[已售出]
$耐克(NKE.US$ -用 Lululemon 替换
已翻译
3
$Moneymakers(PFL2017287)$
Reducing exposure to last year winners - Tech (see recent transactions in portfolio) and keeping some cash.
Adding $百事可乐(PEP.US$ and $好时(HSY.US$ 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 $百事可乐(PEP.US$ and $好时(HSY.US$ as TA is setting up at weekly levels.
Happy new year!
$Nic's Cloud Portfolio(PFL2002374)$
全新: $Pegasystems(PEGA.US$, $Appian(APPN.US$
-增加低代码平台,在合理的估值下具有吸引力的增长潜力
已移除: $美国超微公司(AMD.US$
-TP AMD 锁定收益
全新: $Pegasystems(PEGA.US$, $Appian(APPN.US$
-增加低代码平台,在合理的估值下具有吸引力的增长潜力
已移除: $美国超微公司(AMD.US$
-TP AMD 锁定收益
已翻译