I am no expert on these but there are now several IOT stocks bouncing around these parts:
Just curious if we can discuss these? I am trying to concentrate my port, I would really like to have around 20 positions but I can’t seem to get under 30 because I always see a new one I would like to follow. I think this decreases returns, and 20 or less would be better.
UBNT is a big position for me- I love the idea of the new business model, the user community, this makes sense to me and valuations are good.
INVN is a small-middle one
SYNA small to middle.
They all do slightly different things, are all small-mid caps, all growing some more than others.
Which ones do you guys hold and why?