So in my portfolio i have both the mateirals and industrials ETF's from Vanguard. And now i'm coming to think, am i in too deep with investing 15% in both of those trackers? My reasoning for investing it, was to have diversification, but now when i think of it, they are related groups. Should i swap one out with ROBO etf instead?
Other than the industrials <> materials, i've considered pulling out of AMD entirely, and perhaps put into: $V, $VEEV or $NVDA instead.
Here's my full portfolio with weighting:
| Stock | weight |
|---|---|
| $AMZN | 3% |
| $AMD | 5% |
| $SQ | 5% |
| $ADBE | 5% |
| $SHOP | 6% |
| $SAP | 5% |
| $VIS | 16% |
| $VIM | 15% |
| $VGT | 40% |
Submitted May 29, 2017 at 07:36AM by nitpickr http://ift.tt/2rwWUd5
