immagine del profilo
First of all, mega how you list everything😅👌 I have one question for you.
Why did you weight $PANW higher than $CRWD?
and why do you have both in your portfolio:)
I would like to get one of them into my portfolio but am undecided 😅👀

🦍💯💣
2
immagine del profilo
@DonkeyKongx I would love to, I hope and look forward to it being read 😂

Perhaps the first question is why both: I'm unfortunately not an expert in this field, so I didn't want to back just one horse.

And I gave Palo Alto a higher weighting because Palo is the biggest player in the cybersecurity sector and therefore "safer" than the others. In addition, the share has performed better, which is why it has a higher weighting.

I currently only invest in Crowdstrike, as Palo Alto has almost become a little too big for my portfolio 😂
2
immagine del profilo
@Mister_ultra okay thanks for the food for thought😅👌 then I think I'll put a 1st tranche in $PANW and see what the future brings, the range should actually shoot 😄☀️💯