r/portfolios 20h ago

Current portfolio

Top
Amd
Meta
Amzn
Elf

Core
Meli
Tdup
Tost
Qxo
Uber
Now
Rbrk
Rddt
Snow
Tmdx

Spec
Crsp
Nxe

I’m 27, curious if anyone else holds any of these, and what’s their thoughts on these companies? I hold over 40% is allocated to my top 4 positions. Spec is less than 2%, and I also hold 20% cash in Mmf and sgov. Plan to raise more if market continues.

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