I'm 32 and I started investing a few weeks ago. My current portfolio for my taxable is VOO(65%)+VXUS(25%)+AVUV(10%). I feel this has a good core in VOO, then VXUS/AVUV add international and small cap for diversity. I'm considering reducing VOO to 55% and putting the freed 10% into a sector fund.
I'm deciding if I should go in on SMH, SOXQ, or SOXX for semiconductors. This would be very concentrated and risky, but it'll only be 10% and I'm looking to hold long-term(20-25 years). I think that'd be enough to overcome any volatility.
An alternative would be to invest in VGT or FTEC. That would still be in the tech sector but broader and less risky than going all in on the semiconductors. My only concern is that this may be too much overlap with VOO? Would that matter a lot in the long run?
That being said, I'm open to all feedback and suggestions. If there are other non-tech sector ETFs that I should research, please let me know. I want to do as much research as possible!