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Author Message   Gudivada04 Bewarse Legend Username: Gudivada04 Post Number: 45925 Registered: 09-2004 Rating: N/A Votes: 0 Posted on Saturday, July 10, 2021 - 2:26 pm:    Chiru_fan: don’t ever sell Aapl, Msft, amzn, googl, cost. Unless something fundamentally changed for bad. In fact keep adding on weakness. I don’t own FB and wish i did. NVDA is another good one. I also have small positions in CRM and WMT and decent positions in FTS and VEEV. My biggest positions are ENB followed by AAPL and COST. Approx 10%, 9% and 8.5% of my PF respectively. I want to increase Msft and Google when I get a chance.