No. of Recommendations: 0
That portfolio is too much a gimish of large caps, etc.

You would be comparing its performance vs small caps of TWLO, MDB, ESTC, ZS?

I think there is a pretty decent likelihood that a portfolio of “value” tech stocks would defeat a group of stocks with P/S of 25.....but over more than just a few months....let’s say 3 years.

For example, starting from today’s close:

NTNX
PVTL
TLND
SHOP
SQ

As we both know, highly valued stocks can stay that way for longer than many think.....but not forever.
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