I am currently investing $500/month into my RH account using DCA. I had been 50/50 VOO(@$375) & BTC(@$27,378)but the volatility was uneasy. I wanted to switch to a more diversified portfolio void of BTC. I diversified one month ago into the following:
29.86% – VOO @ $407
10.81% – Stellantis @ $18.24
9.70% – Tilray @ $2.55
9.50% – Alamo Group @$170.68
8.97% – Google A @$133.26
7.11% – A T & T @ $14.67
6.60% – Nurix @$9.15
6.49% – CTO Realty @ $17.02
5.68 % – Occidental @ $62.85
5.22% – Aflac @ $74.15
If you were my money manager, would you be adding or subtracting percentage points to any of these? Any constructive criticisms?
The goal was 30%, 10%, 10%, 10%, 10%, 10%, 5%, 5%, 5%, 5% but I found myself struggling not to buy a dipped stock come pay day, hence why the % are off.
In this months time frame – I sit at 0.80% in green. VOO is 0.95% in red, QQQ is 1.50% in red.
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