Key insights
- This post reflects an individual investor's portfolio cleanup strategy, showcasing significant gains in cybersecurity (CRWD, PANW, FTNT, PLTR), Eli Lilly (LLY), and Netflix (NFLX). Okta (OKTA) is the only losing position. While not a broad market signal, it highlights sector-specific trends and individual stock performance, with a slight negative influence due to the lack of broader market analysis.
Not asking for advice 😂….but after investing in these for over 5 years I need to do some housecleaning. How would you clean this up?
Please don’t ask why I selected some of these 😂
| **CrowdStrike** | CRWD | $7,550.62 | +$4,612.34 (â–² 156.97%) |
| **Palo Alto Networks** | PANW | $6,214.49 | +$3,231.21 (â–² 108.31%) |
| **Fortinet Inc.** | FTNT | $5,470.86 | +$2,404.84 (â–² 78.44%) |
| **Palantir Technologies** | PLTR | $4,707.29 | +$4,298.18 (â–² 1,050.62%) |
| **FedEx Corporation** | FDX | $3,023.33 | +$1,659.50 (â–² 121.68%) |
| **Eli Lilly and Co.** | LLY | $2,648.10 | +$1,771.56 (â–² 202.11%) |
| **Netflix** | NFLX | $2,335.62 | +$1,702.95 (â–² 269.17%) |
| **Apple** | AAPL | $2,222.62 | +$1,018.13 (â–² 84.53%) |
| **Okta Inc.** | OKTA | $1,996.54 | -$1,578.95 (â–¼ -44.16%) |
| **Visa** | V | $1,875.06 | +$673.75 (â–² 56.08%) |
| **Microsoft** | MSFT | $1,584.90 | +$533.27 (â–² 50.71%) |
| **Salesforce Inc.** | CRM | $1,560.40 | +$261.99 (â–² 20.18%) |
| **Starbucks Corporation** | SBUX | $1,480.54 | +$378.93 (â–² 34.4%) |
| **Hilton Worldwide** | HLT | $1,283.07 | +$714.21 (â–² 125.55%) |
| **Chipotle Mexican Grill** | CMG | $1,247.38 | +$189.87 (â–² 17.95%) |
| **Canadian Pacific** | CP | $1,157.43 | +$160.43 (â–² 16.09%) |
| **Tesla Inc.** | TSLA | $877.19 | +$270.86 (â–² 44.67%) |
| **Archer Aviation** | ACHR | $827.81 | +$368.53 (â–² 80.24%) |
| **Genius Sports Limited** | GENI | $702.79 | +$3.11 (â–² 0.44%) |
| **Lowe's Companies** | LOW | $618.43 | +$92.43 (â–² 17.57%) |
| **GlobalFoundries Inc.** | GFS | $616.20 | +$37.35 (â–² 6.45%) |
Would appreciate some input!