So just switched my whole portfolio from CG/AF to Fidelity. I found the semiconductor fund FSELX. I realize it is high risk/high reward, but I'm only 32 and do heavily believe that Al and correspondingly semiconductors are going to continue to boom for the foreseeable long term future. want to keep about 50% in FSELX, then 25% in a complementary high growth fund, 10% in something else, 10% in precious metals and 5% in a MM maybe? What are your guys thoughts? Any thoughts on what the 25% and 10% should be?
I'm not looking for financial advice, just some thoughts on what some experienced investors would do so that I can look into those funds. I'm new to doing this by myself without a financial advisor