Better late than never!

My top 10 holdings make up 67% of my portfolio as of Jan 2021

$ROKU - 10%

$MELI - 9%

$TTD - 8%

$SHOP - 7%

$NVDA - 6%

$TDOC - 6%

$FSLY - 6%

$AMZN - 5%

$SQ - 5%

$CRWD - 5%

(%'s rounded to the whole number)

What's your top 10? How much % does it occupy in your portfolio?

This is how my current portfolio looks in terms of position sizing.

I've not added to $AMZN $AAPL $PYPL and $NFLX in the past 6 months & I plan to hold those positions as they're for now.$TWLO $PTON $SNOW are smaller positions that I'm planning to size up

I'm just staying the course and will continue to buy quality names in my portfolio.

I might initiate a position in any of my watchlist names depending on what I see from their ER.