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Building A Defensive Tech Portfolio With Beth Kindig (Tech Insider Network)
Investing Experts
What to Look for in Tech Stocks in 2023
I would get rid of the idea that there are going to be 20 or 30 great tech stocks this year. I think it's reasonable to have a 10, 10 position tech all tech portfolio if you're 100 percent like us and maybe even 12 somewhere in there. The thing people are missing is that this company is expanding its free cash flow margin. They're guiding for 3 billion and free cash flow in 2023. Those are the kinds of signals you're looking for this year for a defensible tech stock.
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