Hey,
Looking for opinions on my portfolio and if overall it's a "solid" portfolio. My ultimate goal for the portfolio is stability, safe growth, and dividend payouts that I can auto reinvest into more shares to help increase the amount of overall shares I can purchase per year.
I currently already max out my ROTH IRA every year.
I just started the account today with initial deposit of $1350. Roughly every 2 weeks, around $2000 will be deposited into the account. This is going to be a LONG TERM account for me with the ultimate goal being to borrow against this portfolio via M1 Borrow/Margin Loans for future investments.
I use M1 FINANCE so my portfolio is broken into "slices"
70% of all deposits currently disperse into:75% VTI25% QQQ
30% of all deposits (remaining after the initial 70%) disperse into:
70% SCHD30% JEPI
Would you change anything? Do you think as is, the portfolio is relatively good for "safe" long term growth? Open to all advice as I want to optimize this to the best of my ability.
Submitted November 13, 2023 at 11:29PM by theflyboi https://ift.tt/wgnZlyB
