Top 20 Reallocation - Summer 2024.
Added 2024-03-11 20:35:39 +0000 UTCI will look at removing up to Three Charts from the Top 20 List this summer and adding in Three new ones.
Please share your views here
Which Three (or one or two) would remove and Which Three (or one or two) would you add?
The Top 20 list has been created with an intention to hold these stocks for Long Term.
Personally I will be looking at:
$SHOP, $ONON, $ABNB to add
$SE, $DIS to remove
Comments
$BIDU would be a high priority for me.....could assessment here, thank you.
Gareth Neary
2024-03-13 16:02:48 +0000 UTCHaving in mind that Chinese ADRs will move with HSI, I would see more of the key contributors. We have the big 7 in qqq and spy, so we have in HSI. Bidu, JD, Tencent, PDD - apart from Baba and Nio - you have them on your screen and update us on a regular basis, however I would be happy to see Bidu and JD in the Top20.
Bjoern Szymkowiak
2024-03-13 15:50:58 +0000 UTCAdd $INTU $TXRH $WMT
Shawn
2024-03-12 14:26:15 +0000 UTCI could live with this!
Dipen Patel
2024-03-12 12:11:53 +0000 UTCHaving $SE gives you significant diversity in the Top 20. $onon doesn't as you already have $nke. I'd hate to see $dis go as well. $F needs to go. I miss $KO, $V. I'm not sure if an expansion of the top 20 is possible, but I would appreciate a way to get a second subset of charts (perhaps updated every second week) that are updated regularly. I hesitate to buy on any charts posted that are requested charts because you not guaranteed of an update if things change. I also fear that we are all just going to ask for stocks that we have in our portfolio already and not what are good stable stocks for the long term. $INTC needs to perhaps also be removed for diversification. $sofi for inclusion. (but that is me showing my bias for it). Long Story Short: Remove: $F, $INTC, Add: $SOFI, $V or $CRWD
Dipen Patel
2024-03-12 11:25:24 +0000 UTCAdd MSTR pls
Rag
2024-03-12 07:34:11 +0000 UTCRemove: $DIS , $F , $SE Add : $ONON , $BIDU , $PLTR
WiktorW
2024-03-12 06:03:18 +0000 UTCAdd: MELI, LULU, LILY, NVO, CRWD
rajiv vijendran
2024-03-12 03:03:00 +0000 UTCDROP: HD DIS, KO, SE, F , NIO
rajiv vijendran
2024-03-12 03:02:15 +0000 UTCAdd LULU
Beni
2024-03-12 02:25:55 +0000 UTCAdd: AZPN, MELI
Fin
2024-03-12 01:31:14 +0000 UTCWait...Isn't ABNB already on the list?
swan786
2024-03-12 00:53:51 +0000 UTCHere's my vote - Remove - SE, DIS, F and NKE Add - ABNB, COIN, SHOP, CRWD, MSTR, CROX, LULU( if it first goes low enough).
swan786
2024-03-12 00:42:41 +0000 UTCTMDX, MEDP, CELH, NU, FOUR, VRT, DG, ANF,
CWT7
2024-03-12 00:31:54 +0000 UTCI like the removals And add SHOP and CRWD which I think will be in the indexes within 12 months
TommyJR
2024-03-11 23:27:45 +0000 UTCAdd ASML, ABNB, ISRG, CRWD, remove DIS, F, KO, BTC
Jesse Gaffey
2024-03-11 22:53:27 +0000 UTCMy thoughts are remove $DIS & $SE and add $ABNB & $COIN
Mark
2024-03-11 22:23:33 +0000 UTCRemove: SE - F - NKE Add: ABNB - ONON or LULU - ORCL or PANW
Aleks
2024-03-11 22:13:53 +0000 UTCCould add Celsius
Patrick F
2024-03-11 21:27:55 +0000 UTCI'd love to get into shop. Cyber security needed. Get rid of $F. $SE
Lyndon Richards
2024-03-11 21:07:44 +0000 UTCNVDA, LULU, PANW
Verbeek
2024-03-11 21:03:08 +0000 UTCMy 2 cents: Add: $AXP. $SQ. ($COIN or $MSTR) Remove: $DIS, $SE, $F
Skipper Steve
2024-03-11 21:01:31 +0000 UTCI think SE should stay, (from my time in Thailand), I think Shopee (SE) more than rivals Lazada (BABA). π
Tom P
2024-03-11 20:56:39 +0000 UTCI personally cant say which ones to remove. But I would keep DIS in. I really like CMG, SPGI AND MSCI, but all not at current prices. Like LULU & ONON as well.
Nick
2024-03-11 20:55:43 +0000 UTCRemove DIS, SE, F Add $SHOP, $ONON, $CRWD
Dillon
2024-03-11 20:53:56 +0000 UTCRemove $dis $f $se Add $spot $coin $hood
Clint M
2024-03-11 20:44:43 +0000 UTCOhh okay π thank you
Ricardo Magdaleno
2024-03-11 20:43:01 +0000 UTCLULU I like too
Gareth Neary
2024-03-11 20:42:41 +0000 UTCAdd: $CRWD, $AXON, $SNOW Remove: $DIS
Damien O'Sullivan
2024-03-11 20:42:40 +0000 UTCWe are just at the discussion phase right now.....I won't remove a chart that people are happy with holding.
Gareth Neary
2024-03-11 20:42:30 +0000 UTCRemove SE ,F ,HD
Vladimir Valev
2024-03-11 20:39:17 +0000 UTCCan we add lulu, shop
Salim Jessani
2024-03-11 20:38:12 +0000 UTCAdd NVDA
jiang Li
2024-03-11 20:37:51 +0000 UTCRemove NIO
jiang Li
2024-03-11 20:37:33 +0000 UTC$ABNB 100%!
Josh Stevens
2024-03-11 20:37:23 +0000 UTCWhy is DISNEY gonna be out ? Their long term chart you posted shows good for Disney
Ricardo Magdaleno
2024-03-11 20:37:00 +0000 UTC
