Hypothetical plan of $770k investment strategy. Would like solid criticism/feedback

Hello everyone!

Im pulling the trigger in 2026 and I’m finally going to get back into the market and would like some solid feedback on my plan. Would like to see if this is a solid strategy or if it’s heavily flawed. Please feel free to ask any follow up questions and I’ll do my best to simplify this so it’s concise without missing any important details.

Thank you!

2026 Financial plan

This plan is designed to capture the 2026 AI boom while systematically moving your wins into a "safety vault" (SCHD).

* The Mix: 60% in SCHG, 25% in SCHD, and 15% split between NVDA (7.5%), AVGO (3.75%), and TSM (3.75%).

* The Cash: While we wait for my entry prices, keep all un-invested cash in SNSXX for the state tax exemption.

* The 15% Rule: I want to set price alerts. When NVDA, AVGO, or TSM gain 15% from my cost, move it into my SCHD position.

* The Timing: I want to deploy 40% now and use Limit Orders for the rest."

Phase 1: January (The Immediate Launch)
Deploy $308,287.80 (40% of your total) at the current market price.
* SCHG: $184,972.68
* SCHD: $77,071.95
* NVDA: $23,121.58
* AVGO: $11,560.79
* TSM: $11,560.79

Phase 2: Feb – April (The Limit Order Net)
Set Limit Orders for the remaining $462,431.70 at these specific prices:
* SCHG: Buy at $31.25
* SCHD: Buy at $26.95
* NVDA: Buy at $188.00
* AVGO: Buy at $338.50
* TSM: Buy at $300.00

Step 3: The "15% Profit" Protection Plan
Once your positions are fully bought, these are the exact numbers to watch for. If the price hits the "Sell Trigger," you sell the "Amount to Move."

| Stock | If Price Hits (Sell Trigger) | What you Sell (Amount to Move to SCHD) |
|---|---|---|
| NVDA | $216.20 | $8,670.60 |
| AVGO | $389.28 | $4,335.30 |
| TSM | $345.00 | $4,335.30 |

Step 4: Summary Table (The "Cheat Sheet")
|---|---|---|---|
| SCHG | $462,431.70 | $31.25 | Core Growth |
| SCHD | $192,679.88 | $26.95 | The Safety Vault |
| NVDA | $57,803.96 | $188.00 | AI Brains |
| AVGO | $28,901.98 | $338.50 | AI Networking |
| TSM | $28,901.98 | $300.00 | AI Factory |

Final Checklist
* SNSXX: Confirm the cash is earning interest in the Treasury fund.
* Limit Orders: Ensure your advisor confirms the prices: $31.25, $26.95, $188, $338.50, and $300.
* Alerts: Make sure the alerts for the Sell Triggers ($216, $389, $345) are active in the Schwab app.
This plan removes the guesswork. You are buying the infrastructure of the future, you are being paid to wait in SNSXX, and you are protecting your gains by moving them to SCHD.

I have been using AI to go over this plan for over a week and constantly retuning but now I would like people in this intelligent community to critique my plan and give me any feedback or concerns.

Thank you for the help!