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REDDIT

Choose a Roth IRA Portfolio. 21 y/o

S
Mar 18, 2025 · 17:59

Option 1:
VTI 40%
SCHG 30%
SCHD 20%
VXUS 10%

Option 2:
VOO 65%
10% AVUV
5% AVDV
20% VXUS

Please take into consideration the fact that floating investments (<10% total) are being held in a taxable brokerage (VOO, SCHG, QQQM, SCHD, Bitcoin ETFs, individual stocks) with a strong cash position (FDLXX)

Background:
Chasing value and growth. High risk willingness. 25-30+ years to buy and hold. Would love to feel the effects of compounding dividends down the road and plan to allocate more dividend-heavy (JEPI/JEPQ/SCHD) later in life. Roth IRA through Fidelity.