So context is moving some money from HYSA to the market primarily into bonds (67%) with the rest in some stocks. Asked AI to model some picks for me based on goals of keeping money liquid as possible for next 3 years while still getting a shot at real growth. Here is what it recommended:
Mid 50's thinking retirement in 10 years. These are not retirement assets, got that covered.
Ticker
% of Portfolio
GOOG
5.28%
MSFT
5.28%
JPM
2.97%
AVGO
2.97%
RTX
2.31%
PLD
2.97%
NEE
1.65%
VTI
3.30%
AMD
4.29%
TSLA
1.98%
SGOV
35%
VGSH
32%
What is everyone's feedback? TIA!