I’m planning to reinvest part of my portfolio into a moderate risk “high growth savings” allocation. I’ve run several iterations over the past few weeks and I think this version is close to finalized. The goal is to capture long term upside from large cap AI leaders while balancing that exposure with broad market, growth, and large-cap ETFs. Essentially: high conviction + diversified stability. I’m open to suggestions.
Current Allocation Proposal:
25% FSKAX – Total U.S. market exposure (small/mid caps, defensives, full sector diversification)
15% FSPGX – Large cap growth tilt without overly concentrating the portfolio
10% VUG – Additional high growth exposure with a low cost mega-cap focus
15% MSFT – Core AI & cloud leader
12% GOOG – Strong AI, ads, and cloud positioning; still attractively valued
12% META – Massive FCF with accelerating AI and social monetization
8% NVDA – AI infrastructure leader (kept at a disciplined weight for volatility control)
3% CRWD – cybersecurity growth kicker
The intention is to build something that behaves like a high-yield savings engine over 5–10 years strong compounding, manageable volatility, and diversified enough to preserve capital for future opportunities (real estate, business acquisition, etc.).
Open to adjustments or critiques.