You can read the portfolio weightings here so I don’t need to detail you on it: (I just question the timing of these)
For me I would be questioning the timing of these stock since I saw the rise of Zoom when the pandemic first hit in Feb. Also, would you not think Tesla has peaked out by now? See what I mean about timing. As for Apple and Amazon, it seems they may have correctly timed that both stocks have peaked out for now. Let me know what you think.
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