Hi Reddit! It has been a year of aggressive contributions, tailoring, trying a lot of things out working with my portfolio but finally have it to a place I am settling down a little with. General strategy is: ETFS for about 70% of the portfolio, large amounts that I want to use as the "engine" for the account, and about 30% Individual picks, Here is my list. I realize there is some redundancy and perhaps a fund or two more than necessary, but I like all of the funds and use all of the funds for different reasons or emphasis, may have some intent to rebalance based on performance over time. I am aware of the overlap that are in some of the funds and have kept some of it intentionally. I am not a "3 fund guy" but feel free to comment if you see a blind spot there that I do not. The only thing that is a little obvious to me as maybe questionable is both VOO and VOOG at the same time. but I kind of like this as you can get a higher concentration in bull markets, as well as options for selling and trimming in different conditions, sort of like an add on "supercharger" to VOO knowing well aware they are similar and in the case of VOOG have 100% overlap. their concentrations differ is where my thoughts on usefulness come up. Any thoughts on this lineup? Percentages of each are still developing, but generally placed the basic idea here. Going for thematic and general performance, ability to modulate as the market conditions change over time.
ETFs - 70% of account
VOO 40%
VOOG 10%
VXUS 5%
FDVV 5%
SPMO 10%
VGT 10%
QQQ 10%
SMH 10%
Individual Picks - 30% of account - In Order Of Amt.
GOOG
AMD
INTC
MU
AVGO
SNDK
CSCO
AMZN
BRK.B