For starters I do recognize that most of the individual stocks I’m holding are included in FXAIX but I like risk/reward of holding the individual stocks. Curious to hear different opinions on rebalancing this portfolio. What would you sell or keep? Why?
Current portfolio from worst returns to best…
NKE - 14.6% of portfolio - +1% G/L
FXAIX - 50% of portfolio - +22.5%
RCAT - 7.5% of portfolio - +29%
ACHR - 7.5% of portfolio - +31%
AAPL - 5% of portfolio - +47%
GOOG - 8% of portfolio - +85%
RKLB - 5% of portfolio - +232%