Out of these 22 long-term holds pick 2 that must go and 2 that need more investment now :
ABEV / BABA / BB / BZUN / CPNG / DMTK / HUBS / ICLN / ILMN / IQ / MO / MP / NOK / NVTA / OHI / PLTR / PRTC / PTE / PYPL / SPCE / TAL / VZ
Out of these 22 long-term holds pick 2 that must go and 2 that need more investment now :
ABEV / BABA / BB / BZUN / CPNG / DMTK / HUBS / ICLN / ILMN / IQ / MO / MP / NOK / NVTA / OHI / PLTR / PRTC / PTE / PYPL / SPCE / TAL / VZ
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