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REDDIT

Portfolio changes for more focus on AI

For years my portfolio was mostly VOO/VTI, FDGRX, FNCTX (Fidelity Growth Co and Contra).

I am a believer in BTC and have had some for years.

I am considering making some adjustments to focus on the AI rollout and more crypto. I realize a lot of the AI stocks are already high but it appears this rollout will keep the money flowing for another year or two. My timeline is 10-15 years. Here is what I am thinking:

This is in order from larger amount of $ to smallest invested:

CRYPTO:
FBTC
FETH

AI Focus:
SMCI
NVDA
AMZN
GOOG
AVGO
ANET
ALAB
Bbai
VRT
EME

Risky / up and coming:
RKLB
ASTS
ONDS
SOUN

Thoughts?

Thanks!