I have the following in my portfolio, many are still down and I’m deciding what my next move should be.
– salesforce -16
– sentinel one -3
– snap -43
– soundhound -2
– teladoc
– workday -25
– baidu -30
Curious what your view is on these stocks and will make my decisions on your view.
What do you think of these stocks?
byu/butteranko ininvesting
Posted by butteranko
6 Comments
Too much tech
Most are services based tech stocks. It’s a crap shoot, but good luck. If you’re looking for long term, I’d diversify
Move into IGV. Get SAAS exposure without the risk of individual stocks.
Honestly, this looks like a portfolio leaning toward growth/speculative names (SNAP, SOUN, TDOC) mixed with stronger enterprise plays (CRM, WDAY). I’d separate them into “core holds vs risky bets” and decide position sizes accordingly rather than treating them all the same. I’ve used Runable before to structure portfolios like this.
Sound hound will get squeezed before the earrings report next week and will probably drop
Workday is crap and will be dropped once HR teams finally come to terms with it.
Salesforce however is a solid company that benefited massively from the AI boom and is now correcting back towards where they belong. I cannot predict what direction they will be moving in the next year, but I can tell you that they were severly overvalued a couple months back.