Hello everyone,
In my Vanguard taxable brokerage account, I have a mixture of ETFs and long-term stocks, like Amazon and Apple. Lately, I’ve started buying more ETFs than individual stocks. However, after further research, I’m concerned that I might have too much diversification with the ETFs now. What do you think? Here are my current shares:
1 EPS
1 IWY
1 PPA
1 QQQ
1 QQQM
2 SHLD
2 SPLG
1 SPY
3 VOO
1 VTI
1 XAR
I don’t want to sell too much and end up with heavy tax penalties next year. For reference, I also have a Roth IRA with a VTI and VXUS mixture. Any advice would be greatly appreciated!