I wanted to pick your brain(s) a wee bit on a potentially flawed attempt to diversify assets over the next decade. I am among the school of thought that we will see a bit of a slowdown in tech/growth over the next 5ish years, but can't bring myself to go full value and I am worried that my even split between growth and value may end up erasing what little edge my portfolio has.
To further extend the dangers of my magical thinking, I'm tilting 10% of my portfolio into clean energy which I believe will take a front seat to most sectors in this same time period.
My current allocations are …
- VTI at 25%
- AVUV 25%
- SCHD 15%
- FTEC 15%
- QQQM 10%
- ICLN 5%
- PBW 5%
Leave a Reply