I structured my portfolio with ETFs (VOO, VGT, QQQ) as the core and stocks as a smaller allocation (15–20%). Due to outsized gains in stocks like PLTR, NVDA, and RKLB, the stocks portion has now grown to 50% of the portfolio (stocks total is about $100k).
Should I rebalance my portfolio? I sold about 30% of PLTR and RKLB late last year when they grew 6-7x, but since then they have grown another 2-3x (not sure if I should regret though lol). I’m currently considering the following options, but I’m open to other ideas:
1. Rebalance the current % in the table below to the new target % (mostly trimming PLTR, NVDA and RKLB to buy other stocks)
2. Trim PLTR, NVDA, and RKLB but move the money to ETFs
3. Do nothing and continue monthly contributions as usual
What's your take?
|Stock|Current %|New Target %|Comment|
|:-|:-|:-|:-|
|PLTR|26.4|19|High growth|
|NVDA|22.5|20|High growth|
|RKLB|14.2|10|High growth|
|GOOGL|14.4|20| |
|AMZN|7.5|9| |
|AMD|4.5|5| |
|TSLA|3.8| |Not a fan anymore|
|LUNR|1.8|3|Added 2 months back|
|NBIS|1.7|3|Added 2 months back|
|ASTS|1.2|3|Added 2 months back|
|S|1|2|Added 2 months back|
|IONQ|1|1|Added 2 months back|
|IREN| |2|New|
|VRT| |3|New|