Updated 'best of breed' stocks in each thematic set to benefit from multiple tailwinds in 2024 👇 AI: $MSFT, $SNOW, $MDB, $PLTR, $ISRG Cybersecurity: $CRWD, $ZS, $PANW, $NET SaaS: $CRM, $DDOG, $NOW, $AXON, $TEAM, $CFLT, $IOT AdTech: $META, $TTD, $GOOGL Consumer: $CELH, $ABNB, $UBER, $WMT, $HIMS E-Commerce: $AMZN, $MELI, $GLBE, $SHOP Semis: $NVDA, $ASML, $AMAT, $KLAC, $AMD Biotech: $NTLA, $BEAM, $VERV, $PRME, $RXRX, $DNA Fintech: $MA, $V, $PYPL, $ADYEY, $SOFI EV/Solar: $TSLA, $FSLR Small Caps: $RKLB, $TMDX, $PI, $AEHR

🚨 Daily Portfolio Update - Sep 19, 2023 🚨 Daily Change: 💸 ($2,194) / (1.3%) 📉 2023 YTD: 💰 +$60,053 / +53.3% 📈 Mentioned yesterday that not much will happen until the the major catalyst tomorrow. Market will be looking to get some type of guidance from Fed but I'm leaning towards more risk than reward on what will happen this week. Current Holdings: $SNOW, $CRWD, $DOCN, $GLBE, $DDOG, $MDB, $CELH, $TEAM, $MELI, $TTD, $NET, $U, $PLTR, $NTLA, $BEAM, $TMDX, $IONQ, $SMCI, $DLO & $IOT