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/ #POST-217415
REDDIT
Is it worth considering rebalancing based on over exposure to certain sectors?
Over the past few years, I've been lucky enough to pick some good companies, but I'm becoming to reliant on tech.
\-S&P500 index is about 20% my overall portfolio (which in itself about 40% tech)
\-60% is in tech or tech adjacent
\-20% is in consumer defensive
**-So altogether it's about 68% technology**
I like the tech companies I own, but I am conscious of being overexposed to one area. I don't sell stocks unless there's a serious threat or problem with the underlying product/model - which there isn't.
The other option is I hold off buying more tech (which is difficult because I work in IT and it's the area I understand the best), and dilute it as I add more money to my brokerage account.