Noura El Allam @nouraellm: "Investors & Copiers. Portfolio Update...."

Belgium

Investors & Copiers. Portfolio Update. I have trimmed exposure across 5 positions $AVGO (Broadcom Inc) $GOOG (Alphabet) $NVDA (NVIDIA Corporation) $CVS (CVS Health Corp) $NFLX (Netflix, Inc.) To raise cash and improve portfolio flexibility. The objective is to redeploy this capital tactically as more compelling risk/reward opportunities present themselves. No change to the long-term investment thesis on any of these names. This is a prudent sizing decision, not a view change. More to come. Have a good evening.

Not investment advice. The author may have financial interests in the mentioned instruments.