70%ish indexes/ETFs (with 10% VUG, 5% SMH) so indirectly 5-6% NVDA
8% PLTR (targeting 10%+ by year end from either appreciation and/or DCA) - cost basis low teens over 3yrs
3% TSLA
3% GOOG
3% PYPL
3% MDT (previous company stock/options)
2% AMZN
1.5% ENPH
1% BABA
1% HOOD
1% SOFI
1% CRWD
1% AVGO
then buncha smaller positions (COIN, TTD, MTTR, PLAY, POWL, CELH, TNA, HUMA, ABCL, LCID, MNKD, MRNA)
<1% cash
all long holds, low 7figure total value
Submitted June 19, 2024 at 02:12AM by Usual-Metal6596 https://ift.tt/d8vzVYx
