My goal with my current holdings is to pick stocks that I can reasonably expect to 4x or 5x over the next five years - there's no way they all will, but enough of them will. I view none as gambles unlike certain speculative stocks - I'm betting on the future. Portion 1 (Growth, 80%)
AAPL 11.3%, MSFT 11%, SQ 11%, LRCX 10%, AMD 9%, MTCH 8.5%, TTD 7.6%
DOCU 4.3%, TSLA 4%, NXPI 4%, ETSY 4%, ARKK 4%, ARKQ 3%, ARKG 2.4%, LABU 1.9% ARKF 1%, AVGO 1%, QQQJ 1%, DDD 0.6%, ARKX 0.3%, ICLN 0.1%
A small portion of the portfolio is allocated to insurance/banks that I think can outperform their own sector - a bit based of fundamental valuations, and are present should the day that the inflation attack comes hit growth and boost banks. This stabilizes the portfolio through a period that I may want to retain my growth stocks amidst them being a little underwater or lagging i.e. this is the enabler. Portion 2 (11%):
PRU 21%, ALLY 21%, BMO 21%, PNC 21%, AXP 16%
A smaller portion of the portfolio is dedicated to low-volatility and drawdown components - save for a few days/events here and there. This allows me to invest as much cash as possible and withdraw it either from that or something else in the portfolio if I suddenly need the money - also if it dips the growth may have dipped more, enabling me to add money to growth stocks. The underperformance of this component is addressed by the growth portion. Portion 3 (9%):
SPY 40%, VYM 17.5%, WMT 12.5%, QYLD 10%, XLRE 10%, NEE 8%
I'm in my low to mid-20s, but I have it so bad with medical issues that there's no way my time horizon is until the age of 50, for I'm not sure how long I can or should live past then when my symptoms will worsen. I need to grow this now and then save my body for whatever life I have left. Goals aside, there's the portfolio for ratings and viewings.
Submitted July 10, 2021 at 10:26PM by NonchalantOffguard https://ift.tt/3k4U4q9
