How’s my long term strategy?

Hello everyone,

I am a 23 year old who graduated from Uni last year and working full time now. I have put together a higher risk portfolio I’d like to hear thoughts on. I’ve been maxxing out my Roth for 2021 and 2022 and contributing a match at my job for my 401k which goes completely into S&P funds. Doing the math that will be atleast 50% of my investment portfolio as I DCA into both my Roth and 401k by EOY 2022. Over time i will contribute a lot more to my 401k so I figured my 401k should always be bigger than my spec portfolio otherwise I did something really right.

Now for my Roth I hold high risk growth stocks in different sectors that I have conviction in from highest to smallest position size:

1) AMD/NVDA (Only
Position I haven’t DCA’ed yet; debating which one to go with as AMD fundamentals make it a better buy imo but NVDA has the better product)
2) SQ
3) COIN
4) SE
5) CRSP
6) GE
7) SNOW
8) AI
9) LCID
10) QS
11) FUBO
12) SBET
13) SPCE

First 6 will make up about 70-75% of my spec portfolio with 3-5%ish positions on the rest. I just dropped a 33% lump sum of my 12k and plan to DCA throughout 2022 with remaining contributions.