I currently have 48% of a self managed Roth tied up in FBGRX/FITLX/FSELX.
All 3 funds have NVDA as their top holding. While FSELX has been a gold mine over the past 3 years, mostly thanks to NVDA, I feel like I’m over exposed to the chip manufacturer.
I’m likely going to leave FSELX alone, but want to move up to 100% of FITLX and 50% of FBGRX to other funds.
The rest of the IRA is VOO 30%, SCHD 18% and VXUS 4%.
Thoughts, advice, other funds?