What should I invest my 10% speculative in?


As the titles says I like to speculate about 10% of my portfolio, and keep the other 90% in ETFs like VOO or SPY. I was thinking about investing in home building stocks due the US being in the greatest housing shortage and highest home occupancy rate ever. I know where supposed to be in some type of housing bubble so that may not be a smart move. I'm pretty new to investing, does anyone have any suggestions?


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