Hi All. Would appreciate some thoughts on this portfolio. Thank you!
33M
Current Risk Tolerance: High (8/10)
Style: Mostly set-it-and-forget-it
Current Monthly Contribution: $1,200
Time Horizon: 30+ years
⸻
Core Growth – 26%
• VTI – 16% (Total U.S. Stock Market)
• VXUS – 5% (International Stocks)
• VB – 5% (Small-Cap U.S. Stocks)
Tech & Innovation – 31%
• NVDA – 8% (AI & Semiconductors)
• GOOGL – 5% (Alphabet / Google)
• ASML – 4% (Semiconductor Equipment)
• VGT – 8% (Tech ETF)
• BOTZ – 3% (Robotics & Automation)
• AIQ – 3% (Artificial Intelligence ETF)
Healthcare & Longevity – 16%
• IHI – 9% (Medical Devices ETF)
• XBI – 4% (Biotech ETF)
• UNH – 3% (UnitedHealth Group)
Innovation Themes – 10%
• ARKX – 3% (Space & Aerospace Innovation)
• ICLN – 3% (Clean Energy)
• LIT – 4% (Lithium & Battery Tech)
Dividend Growth – 11%
• SCHD – 6% (Dividend Growth ETF)
• DGRO – 5% (Core Dividend ETF)
REITs – 6%
• VNQ – 6% (U.S. Real Estate ETF)
BTC, ETH, SOL (~5%)