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REDDIT

Thoughts on moving portfolio away from heavy-cap tech? (XLB, XLI)

I
May 12, 2025 · 14:33

Thinking about moving away from total market exposure and moving more towards index funds that track with less exposure to AI heavy industries, I will then allocate into those single equities as I see AI as being a possible bubble at this point (we don't know its applications in the consumer industry beyond LLMs at this point)

What you do all think about moving allocations from VOO into XLB, XLI, and some RSP to get out of AI exposure?