Hi stock lovers,
I posted earlier this week about wanting to make some adjustments to my ~$1.1M in investments. I made some changes this week: Sold all of my American Funds and most of my bond holdings, and added more VTI, Apple, Microsoft, Amazon, and Utilities. You can see my asset allocation in the list below. I am curious how you guys think this will hold up in the long term. I also have about ~$50k in cash, just in case something happens in my personal life. (For those wondering about how I have this much for my age: My mom passed when I was in high school and left me with 500k. I paid for my undergrad and graduate degrees and invested the rest. That was 9 years ago.)
Symbol Value %
VTI $296,735.58 28.11%
MSFT $71,537.50 6.78%
AAPL $63,290.88 6.00%
AMZN $55,292.00 5.24%
(Bond) 89114X3G6 $48,018.12 4.55%
GOOGL $37,507.20 3.55%
IQV $27,487.30 2.60%
ENB $25,621.76 2.43%
MA $25,153.88 2.38%
VBK $22,731.00 2.15%
VO $21,751.10 2.06%
XLU $19,425.00 1.84%
FIS $19,019.00 1.80%
VTV $18,628.20 1.76%
ABC $17,939.54 1.70%
BKNG $16,695.36 1.58%
KMX $15,980.82 1.51%
ELV $15,609.74 1.48%
UNH $15,352.96 1.45%
TSM $15,347.20 1.45%
RBLX $15,322.12 1.45%
META $14,276.60 1.35%
V $14,258.94 1.35%
IVV $12,306.44 1.17%
(C.D.) 856285Q87 $12,004.68 1.14%
BNDX $11,431.92 1.08%
EWU $11,211.85 1.06%
DIS $10,966.49 1.04%
VOO $10,867.36 1.03%
MOAT $8,942.50 0.85%
VDC $8,721.68 0.83%
CRM $8,453.42 0.80%
VFH $8,006.37 0.76%
SCHW $7,976.88 0.76%
FISV $6,240.36 0.59%
SPSM $5,923.22 0.56%
SLYV $5,637.10 0.53%
CVS $5,514.65 0.52%
UBER $4,989.72 0.47%
NFLX $4,823.20 0.46%
PRU $4,420.03 0.42%
IJH $4,378.86 0.41%
IXC $4,108.16 0.39%
MLPX $3,987.84 0.38%
IWM $1,751.85 0.17%
$1,055,646.38
Thank you all for the help!
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