Hey y’all.
Ive been a VOO and chill investor for a number of years. However, I’ve gotten a bit concerned with how top heavy it is. I know this is tired at this point, but VOO is now nearly 40% allocated to 10 equites. The other 490 divide up the other 60%. With SpaceX, Anthropic, and OpenAI on the horizon, that top 10 number may inch closer to 50%. VOO is as much of an AI momentum fund as it is a well diversified index at this point.
I looked into equal weight, dividend, and sector ETFs, but couldn’t really craft what I was looking for. I wanted a portfolio that
\- Had a center of gravity around stable, blue chip, compounders
\- International and sector diversification
\- Maintained exposure to thematic growth trends
\- Had non-equity assets as a ballast
So I decided to try and create my on index. It ended up being 36 positions. I personally like the composition, but fell split on my ability to actively maintain it. However, I can’t craft the portfolio I’m looking for without having a somewhat large amount of holdings.
Just wondering if anyone is trying to structure similarly.
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Here are my positions below if interested. I’ve been DCA’ing out of VOO and into these with target weights over the last 6 months or so.
\## Tier 1: Core Compounders (40%)
\- Canadian National Railway 4.0%
\- Visa 3.5%
\- Constellation Software 3.5%
\- Atlas Copco 3.5%
\- JPMorgan Chase 3.0%
\- Apple 3.0%
\- Amphenol 3.0%
\- Acuity Brands 3.0%
\- Alphabet 3.0%
\- Mastercard 2.5%
\- Epiroc 2.5%
\- Hoya Corporation 2.5%
\- Intercontinental Exchange 2.0%
\## Tier 2: Thematics (34%)
\### Electrification & Grid (14%)
\- Schneider Electric 3%
\- Siemens 3%
\- Nextpower 3.0%
\- Hammond Power Solutions 2.0%
\- First Solar 2.0%
\- Materion 1%
\### Euro Rearmament (11%)
\- Rheinmetall 2.5%
\- Airbus 2.5%
\- Safran 2.0%
\- Kongsberg Gruppen 2.0%
\- Rolls-Royce 1%
\### Healthcare & Biopharma (7%)
\- Regeneron 2.0%
\- Roche 2.0%
\- Novo Nordisk 1.5%
\- Lonza 1.5%
\### AI (3%)
\- Broadcom 2.5%
\- Arista Networks 1.0%
\## Tier 3; Growth & Speculative (7%)
\- MDA Space 2.%
\- Astroscale 2.0%
\- Adyen 2.0%
\- Kraken Robotics 1.0%
\## Tier 4: Real Assets (18%)
\### Fixed Income
\- Vanguard Total Bond Market 5.0%
\- Vanguard International Bond Market 2.0%
\### Real Estate
\- Vanguard Real Estate ETF 2.0%
\### Commodities
\- Sprott Physical Gold Trust 4.0%
\- Sprott Physical Uranium Trust 3.0%
\- Physical Copper Trust 2.0%