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>> No.20902446 [View]
File: 272 KB, 1178x1156, Screen Shot 2020-08-01 at 12.01.11 PM.png [View same] [iqdb] [saucenao] [google]
20902446

New Portfolio thought:
>FICO
>MA
>MSFT
>AMAT
>BRKB

What am I missing?

Also weighing:
>KO/PEP
>COST/AMZN
>IPGP/PLAB
>TSM/AMD

>pic unrelated, but makes me quite bullish

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