Am I too concentrated?


This is the top 57% of my portfolio. Do you think it's too concentrated?

What would you change?

I'm actually thinking of just broad marketing (vti) at least 60% of my portfolio instead, but am not quite sure how to go about it.

I'm still about 20% cash right now also.

Here's the top 57% or so of my portfolio:

UNH 9.5%

TSLA 8.8%

VGT 8.8%

QQQ 8.8%

GOOGL 5.3%

AAPL 4.4%

COST 3.3%

NVDA 2.8%

LRCX. 2.7%

ASML 2.0%

I'm currently about 24% from my ath in November 2021.

So I'm not down that much

The VGT I just added as a trade so I realize it overlaps some of qqq

The remainder of portfolio is cash and things like HD UNP ORLY ODFL VOO XLV etc.

The tsla I added to when it was at 115 and now I'm back to slight gain from being down 65%. So I'm thinking of trimming back 50% on tsla.

I'd like to have more value type etfs for rest of portfolio and maybe 40% growth type.

Or maybe.ill just keep the growth and keep 40% cash in case we drop to 3500 or less eventually.


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