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REDDIT

NVDA vs SOXX, SOXQ, SMH for Long Term (21yo Portfolio Advice)

G
Sep 20, 2026 · 17:04

Hello everyone,

I am 21 years old, and my goal is to hold for 5–10+ years while adding $100 per month.

Current Portfolio ($1,538 total):

NVDA: $890 (58%)

QQQM: $650 (42%)

I am considering selling NVDA and moving that money into a semiconductor ETF like SOXX, SOXQ, or SMH.

Is swapping NVDA for a semi ETF the right move, or should I keep holding NVDA?

If I switch to a semi ETF, which one would you recommend?

Thanks for any advice!