Tesla - 15%
Roku - 15%
Zoom - 15%
Coinbase - 10%
Block - 10%
Exact Sciences - 5%
UiPath - 10%
Shopify - 10%
Teladoc - 0%

* The portfolio is diversified across different sectors, with a focus on disruptive innovation.
* The weightings of the individual stocks are based on my assessment of their potential for growth and risk.

Here are some of the specific reasons for my allocation:

* I believe that Tesla is still a disruptive company with the potential for significant growth.
* I am also bullish on Roku, Zoom, and Coinbase. These companies are all leaders in their respective industries and are well-positioned for continued growth.
* I have reduced my weighting of Exact Sciences and DraftKings. These companies are still growing, but they are more risky than some of the other stocks in the portfolio.

I believe that this portfolio is well-diversified and has the potential for significant growth.

Welcome to this week's Thursday Special!

On July 7th, $NASDAQ(.IXIC)$ made an intriguing announcement, revealing its plans for a "Special Rebalance." This strategic move aims to tackle the growing concern of excessive concentration resulting from the continuous surge of various technology giants.

In light of this news, we invite you to join today's game: "If you were Aunt Cathie and had the opportunity to rebalance your portfolio, what would you do?"

CDN media

Aunt Cathie, also known as Cathie Wood, is the renowned founder and CEO of ARK Invest, a prominent investment management firm specializing in disruptive innovation.

Here are the top 10 holdings of $ARK Innovation ETF(ARKK)$:

For example, you can invest in one stock, keep all your stocks in the same ratio, or pick a few stocks that you like. Here are all your options.

$Tesla Motors(TSLA)$

$Roku Inc(ROKU)$

$Zoom(ZM)$

$Coinbase Global, Inc.(COIN)$

$Block(SQ)$

$Exact Sciences(EXAS)$

$UiPath(PATH)$

$Shopify(SHOP)$

$DraftKings Inc.(DKNG)$

$Teladoc Health Inc.(TDOC)$

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