2021 Holdings

Happy New Year Everyone,

Here are my 2021 stock picks and allocation weightings. We believe Apple to have the best return to risk ratio, as their 5G cycle has begun in Oct 2020. We are comfortable having a large portion on the sidelines, uninvested (for now). We need to see the results of the Georgia run-off, President Biden policies and we will deploy the rest as we see fit. 

1st Quarter 2021 Holdings:

 

 

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