My stock portfolio is about 50% VOO/25% VGT and a bunch of individual stocks from different sectors. VOO and especially VGT are super heavy on AAPL & MSFT as it is. The indiviaul Apple and Microsoft stocks I own make up about 15% of that remaining 25% of my portfolio. I bought them when they were really cheap in October 2022 and have held them since for some great returns. Now I am wondering if I should sell them and allocate into that ~15% into VIG or SCHD or other individual companies for more diversity.
Advice appreciated – ty!
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