Increasing Portfolio Percentage of ETF’s


Context: I’ve spent one year investing with long term strategy and have been seeing pretty decent results

Hello. I’d like to get some extra opinions on my current situation. As context said, I’ve spent a year investing and have usually have stuck with a 50/50 ETF and stock ratio. Lately, I’ve noted myself selling off a lot of the stocks I previously held that I thought were done giving such over the top gains or stocks I felt I wasn’t making as much as I could with another stock. I dropped from maybe 18 or higher stocks and ETF’s and now sit at about 10. Many of which I had low amounts of money in due to being a small portfolio. Another concern is my mindset that many individual companies could end up like Intel and reach a peak and never see it go above that value ever again.

Current split is: VOO 40%, SCHD 20%, QQQM 10%, regular stocks 30%.

With my relatively limited experience investing and given that most investors do not beat the market, is this necessarily a bad thing? I know it would have been better to have had more in QQQM with its latest success but most of the gains to be had are probably gone. Reasoning for not buying was that SCHD seemed to be lowering in price and wanted to capitalize on the moment.

All in all, do you think I should branch out or continue to buy main ETF’s?


Comments

Leave a Reply

Your email address will not be published. Required fields are marked *