Sep. 23 at 11:58 AM
$RBRK - Simply holding for the long term.
If you want to bet on the AI build out but can not tollorate the associated risks.
Cyber security is the best alternative.
If you want a list of my strongest convictions for the past three years. (not just cyber)figured why not share part of my portfolio with you guys!
RBRK
CRWD
P
ALAB
FTNT
ANET
DELL
SMCI
NTNX
APH
SAIL
AVGO
FSLR
SNOW
I am not a trader, I am a growth investor.
My portofilio has achieved 48% XIRR over the last 3 years.
- Just so you have an idea of who the picks are coming from.
I have mentioned in the past that I am the director of an enterprise IT department and in a past life I was a broker on Wall Street.
I am always looking for ideas, figured this may help someone out there :)
This is not investment advice!!
Everyone has different risk tolerance!
So keep that in mind.
Gl everyone!