Hi folks, I'm 26, in pretty good shape financially, but looking to review my stock strategy after two years.
I'm maxing the Roth and investing in my company's private stock that has done very well over the past 20 years with no signs of slowing down. I'm planning on moving my emergency fund to a HYSA to get a little more interest there. So, the weakest corner of my portfolio is my brokerage account.
I feel like I've been trading sideways for two years. I started investing about a month before the last big decline in December '21 and I have finally gotten back to where I started. My biggest regret is I did not continue buying in over that time, because now I'm back at square one.
Current setup:
- 68% VOO
- 25% QQQ
- 7% NVDA (enjoyed the big leap a few months ago, but looking to get away from this one now)
The issues I'm seeing with my current setup are:
- overlap/exposure from having QQQ, VOO and NVDA at the same time
- no international diversification
- no mid/small cap
My proposed fix is:
- VOO 25%
- QQQ 25%
- VXUS 25%
- Mid Cap ETF 15%
- Small Cap ETF 10%
I also have been looking at some stocks for companies in my particular sector because I see a lot of potential in new tech over the next few years. Am I headed the right direction? Any advice would be helpful. Thanks!
Submitted September 12, 2023 at 02:32AM by Zicon4 https://ift.tt/Pavg43O
