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No. of Recommendations: 1

No not at all. My cloud portfolio has always only been about 30% of my portfolio.

AMZN, AAPL and NFLX make up a big chunk of the rest of it as long term core holdings.

What I’d like to do though is at some point build my AYX, TTD, DDOG, OKTA positions and add back CRWD and possibly ENPH back into big positions and let them grow long term. Who knows, maybe some day take over AMZN as my biggest holdings. That would be amazing if that happens. Oh I also own LVGO.

So I have room in my portfolio for a company like MDT. I’ve owned OKE for a couple of years now, talk about a disaster recently. I even own MOAT which is an ETF that rotates into best value large cap stocks.

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