The Future of Meta

A lot of these names will go in and out of the portfolio we're trying to speak towards the present the present rather that's what my momentum is doing sure momentum speaks towards the present i guess part of my point is like if there was a rollover though in these mega cap names for whatever reason you're stuck essentially until the next time you do your balance. That's so that that's a great questionUm how you reconcile that in your mind let's use as an example meta okay we were sellers of meta and upon inception um November of 2020 we owned apple amazon alphabet facebook microsoft and in vidia We added tesla in january of 2021 and in January of 2022