Thinking about selling part of an ETF to buy NVDA stock


I have an ETF from Vanguard Admiral Shares (VFIAX). One of the top ten holdings is NVDA. I want to sell about 10K worth to buy NVDA if it falls close to 100. I already own NVDA which I bought 3 years ago at 30. Since then, those shares have outperformed anything else in my portfolio. My reasoning: NVDA will outperform the ETF.

I believe NVDA will see explosive growth in the next 5 years, beyond that timeframe, who knows. I plan to hold it for at least 5 years (or until I see weakness).

I should add that this ETF was inherited and will need to be liquidated by 2030.

What are your thoughts?


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