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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