As someone who has a long time horizon and is okay with volatility, and wants to get the most value out of every dollar invested, I’m wondering if I should incorporate defensive/ dividend stocks or etfs?
My portfolio is heavily concentrated in tech/ semiconductors (aside from one international ETF and one consumer stock). The returns have been great, but the dips can be quite rough.
Should I allocate some money to different sectors? Or should I just ride the wave and continue the path of technology?