My Top 30 holdings. Any suggestion on what i could be missing ?

AMZN, avgo, googl, nvda, msoft, meta, crwd, shop, appl, adbe, tsla, zs, meli, v, intu, anet, panw, now, ttd, asml, ddog, ftnt, team, cost, sq, abnb, enph, pltr, nflx, mdb. Suggest any important & seriously interesting tech company which I should consider? #personalfinance #investments. TC — 450k

InMobi hakuna11 Feb 7

What is your current rate of return?

Broadcom Ltd. amiyak OP Feb 7

It’s immaterial to discussion. But it’s 20%+ per annum.

InMobi hakuna11 Feb 7

Try paypal. Interesting play

Broadcom Ltd. amiyak OP Feb 7

Have burnt my fingers in it… will wait n watch for possible improvements before considering back.

Google L0o0L Feb 7

Bruh that's way to many. Just replace bunch of this with VOO

Broadcom Ltd. amiyak OP Feb 7

Sorry I am not lazy to just stop at VOO

New
QqeT07 Feb 7

Please don’t bother with stock picking - spread across SPMO , XLK , QQQ , TQQQ , VGT , VUG , IWB , VOO and chill baby chill 🏖️

Broadcom Ltd. amiyak OP Feb 7

Thanks, Have good amount of investments in these. Not looking for such generic suggestions, looking for more interesting discussions, thoughts etc.

New
QqeT07 Feb 7

Wait till this bubble burst and we discuss interesting things about your portfolio 😂

VMware gmeed Feb 7

Ntnx

Broadcom Ltd. amiyak OP Feb 7

Good one, will check and consider

Renesas Electronics QVpv61 Feb 7

$sofi and $lly

Broadcom Ltd. amiyak OP Feb 7

sofi — consider it speculative as of now. lly — small holding, started recently. not in top 30 yet

Persistent Systems GreenMobi Feb 7

Costco, chipotle, S&P global

Broadcom Ltd. amiyak OP Feb 7

Costco — it’s in the list Chipotle — in my watchlist, not convinced yet S&P global — could be good one

Blend ahddjd Feb 7

Ooh, never realized chipotle and Costco grew so steadily. Any other stocks like this? I guess they’re beloved brands.

Blend ahddjd Feb 7

Amd? Im curious how Sony will fare in the future with vr gaming and possibly metaverse, but it’s probably not a great rec.

Broadcom Ltd. amiyak OP Feb 7

Amd — small holding, recent addition. Will gradually add.

Renesas Electronics QVpv61 Feb 7

What’s your total holdings spread over 30 stocks ?

Broadcom Ltd. amiyak OP Feb 7

1.2m+ although it’s immaterial to discussion

VMware gmeed Feb 7

Are you L4?

Broadcom Ltd. amiyak OP Feb 7

Not relavant to discussion if I am L4, L5 or L6 etc

VMware gmeed Feb 7

Yes its not relevant. Blind is give and take. Seems like you want only later