PORTFOLIO DNA

Strategic Asset Allocation: 80% Stocks - 5% Crypto - 15% cash

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Themes: 5G, edge computing, digital assets (crypto), cyber security, robotics, gaming,  fintech, AI, cloud, healthcare, clean energy and more

Investments Highlights

Tesla
ZM
NFLX
SHOP
NVDA
APL
FTCH
FVRR
CRWD
FB
PINS
DOCU
ETSY
AMZN
CRM
MSFT
WORK
MDB
TTD
WIX
VISA
PYPL
TDOC
QC
RGEN
NVTA
LMND
okta
ACTI
JDUS