VGT
Vanguard Information Technology Index Fund ETF Shares
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Roth IRA Allocation at 18 - Part 2: Revised portfolio After Feedback
What do you think of the growth section of my portfolio?
Aggressive Roth IRA at 18 – What Would You Change?
Im playing a tricky game. Correction post Iykyk
Does selling OTM put and put spread tend to have negative EV?
OpenAI expects over half of all internet users will be active on its platform by 2030.
Opinion needed on buying semiconductor and chip stocks
Do you think tech will outperform the market over the next 30+ years
Sticking to my investment portfolio allowed my investment assets to grow by 100%.
I'm up ~$6,500 (434%) on MU. Total value $8,050.
What tech ETFs will Anthropic and OpenAI be included in once they IPO?
Looking for Roth IRA Portfolio Advice at 24 yrs old
Thoughts on switching from VGT to QQQM for better diversification?
IBKR: Are fractional ETF purchases (fixed dollar amounts) actually possible?
Besides U.S. stock indices like VOO, QQQ, and VGT, another ETF I believe is suitable for long term holding in the AI era is MAGS.
Should I invest in the same ETFs in my Roth and Brokerage?
Should I (would you) sell VGT/SMH/FTEC/XLK and maybe MGK and just buy something else?
Should I (would you) sell VGT/SMH/FTEC/XLK and maybe MGK and just buy SPYM or something else?
What would you suggest to change in my investment portfolio?
What is the next big stock you're vouching for?
How to use margin effectively and conservatively...??
What is your strategy for weathering a bear market?
I’m thinking of VOO and VGT in my Roth ITA, what’s your insight?
If recession is certain, would one divest away from VGT into few individual stocks?
Portfolio Feedback Welcome
Thoughts on this aggressive portfolio- 21yr
Been investing for about 1.5 years now and started to feel bored with my allocation
What do you guys think of this basket allocation for long term investment
$50K to invest into taxable brokerage. Allocation question.
$1 money market “funds” to hold in brokerage account
realistic or not to sell CC options on $1.7M to live off of?
If World War 3 really happens, what happens to our stock investments?
Roll over Roth 401k into Roth IRA - 24 Year Old
Mentions
Ridiculous to think that perhaps in a single day if not by end of week that you wouldn't be positive on Nvidia. Is this a bait post? If I were you I would put your money into VGT or VOO and let it double every 4-5 years, because clearly you do not have the patience to even hold guaranteed money stocks. It's a mag7, it's almost too big to fail, if Nvidia is down, the majority of the market is down. If you can't be comfortable waiting a day or 2 for nvidia to put you 17k in the money then you just aren't meant for playing in the casino.
There will always be ups and downs in the market. In the 80's inflation and 11% unemployment, then 90's we had the Gulf War, then 2001 the dot com bubble, 2007 the real estate recession, 2020 covid, now 2026 we have a war with Iran. Nothing ever really changes. You won't be eble to time the market, no one can. Also just because one market sector goes to shit doesn't mean they all do. At 20 you should invest your money in a ETF focused on high Growth, things like VGT/VOO, maybe even some industry specific ETFS like QTUM for quantum computing. You get 30+ years of watching the money go up and down but with compounding you're upward projectory can be meaningful. At 30-40 you may want to change things up, move from all growth potential to more steady so things like VTI and BBUS with a small allocation to VXUS (non US markets) as you want less risk, which also means less growth. At 50-60 you need to start thinking about consistent income and tax implecations instead of growth so you may start looking at things like JEPI/JEPQ, Bonds, Dividend focused ETFs like VYM/VIG. I don't know your Dad's age but what they do with their money needs to be different from what you do with your money.
Live and learn. You're still very young so this is just going to be a blip on the longer term timeframe. What's important now is to look forward and formulate an investment strategy. Nobody knows what is going to happen, but even the most powerful bull markets have pullbacks and corrections. My suggestion would be to start dollar cost averaging into broad index funds like VOO, or if you want to take more risk, put some in VGT or similar technology/growth fund. Invest the same amount at regular intervals, slowly getting back into the market. If we do have a 10% correction or a 20% cyclical bear market (certainly possible) then you can consider a lump sum investment, but don't do it while the market is falling. Wait for stabilization. While it feels now like you "missed the boat" since your timeframe is decades, you really did not miss anything. Relax and start DCA and you'll be fine.
Not sure what the fuss about burry. He called the financial mortgage crises super early, another word for wrong, stuck to it and it worked out that one time. Most knew that the no income no job loans were not going to end well, it was just a matter of time. Since that one big success, which was amplified by the Big Short, his returns haven’t been shown to be anything special. You would have done better just buying VGT.
Hold at 182 until the QQQ and VGT inclusions.
Here is what I would do: **10 Years left for Retirement** - 50% VOO - 35% VGT - 15% SMH Rebalance every year **20 Years left for Retirement** - 30% VOO - 45% VGT - 25% SMH Rebalance every year **40 Years left for Retirement** - 80% VGT - 20% SMH Rebalance every year Yes, there is significant overlap … but that should not matter. I am fully aware there is significant overlap between these funds, but I’ve decided that doesn't really matter for my goals. Curious to hear what you guys think—am I being too aggressive with the sector tilt, or does this structure make sense for a long-term growth play?
VOO will market match. But that's about all it'll do. It's long-term, slow growth, but more resistant to crashes. Maybe. It still took a few nose dives with me with the rest of the economy in the past 5+ years. It's safe. It's tame. If you're starting a little later, it can work, but I would suggest maybe looking at one or two slightly more agressive choices. I have VOO/VTI for many years. I just wasn't seeing the growth I wanted, also having started late. After a long delay of not wanting to deal with it, I finally was trying to take some numbers to a friend who wanted some casual suggestions about how to get started. Now I would suggest SPMO instead of VOO. Instead of VOO/VTI, I'd suggest SPMO/VGT in anything from 60/40 to 90/10 ratios.
Most people here are saying play it safe and do VOO chill. If you have decades ahead of you, I say assume a little risk and allocate some to something like semiconductors and technology like SOXX and VGT. If you get a 500 ETF too, yes you are double dipping. If you go the safe route, expect to just follow the market. With sector ETFs, you can take some safer risks and make up for lost time. If you have a 401k or Roth IRA, there's no tax event for selling so you can go crazy with SOXX, exit back to VOO if you feel like it.
Don’t try timing the market. Graveyard full of those that did. Solid etf like VGT and walk away. Quarterly views only, don’t sweat day to day.
Put about 30% of your investable funds into VGT. That way you capture upside from growth in tech.
As others have said, VOO, VGT, QQQ... I'd prefer to invest in different ETFs so that you can learn how and why they perform differently.
I have trouble understanding this post. You bought it for long term, but you're upset because it went down $40 in the short term? That's like getting married, but feeling worried because your wife has her period. Bro, Microsoft will be fine. If you can't stomach a very small decline, don't buy single stocks. QQQ and VGT are perfect options for you.
What kind of bubble are we talking about here? VGT forward P/E is like 24.3x. This is literally way below average for the last 6 years. Mostly because the big caps MSFT, NVDA, valuations have kind of crashed because of both an earnings boom and fears about AI overspend. Like you might argue a bubble with a magnifying glass on specific Non-Nvidia chip stocks, but what kind of bubble is this? VGT forward valuations were 31.3x in 2021.
Here is what I would do: **10 Years left for Retirement** - 50% VOO - 35% VGT - 15% SMH Rebalance every year **20 Years left for Retirement** - 30% VOO - 45% VGT - 25% SMH Rebalance every year **40 Years left for Retirement** - 80% VGT - 20% SMH Rebalance every year
It sounds like you guys have a great symbiotic relation so kudos to you! You may want to consider putting some money into more risky ETFs and keep it there long term. You are young and can tolerate more risk to accelerate your investments as you have decades for it to play out. Maybe consider something like a VGT and begin to DCA into that. I'd say QQQ but I'm not a fan of NASDAQ changing the rules for SpaceX IPO for that index so I am moving out of QQQ next week and waiting for some mag 7 to sell off as indexes are forced to take on SpaceX.
You can use VGT or AVUV or SPMO instead of nasdaq 100.
>Is 5% SOXQ + 5% VGT too much overlap? [https://www.etfrc.com/funds/overlap.php](https://www.etfrc.com/funds/overlap.php) >Is 15% AVUV too much for small-cap value? I hold 5% AVUV myself, but I have a lot of other small satellite tilts for growth, momentum, value, etc for the US beyond my 50-55% US core. >Is 20% VXUS enough international? I target 25% exUS. If you look at VT for market-weight, US:exUS is currently about 59:41 - [https://etfdb.com/etf/VT/#charts](https://etfdb.com/etf/VT/#charts)
Rolling is just selling and buying ultimately. And its an ideal option to take profits and keep the same trade. I went long on VGT and the trade was so ITM that there was little convexity left as the extrinsic value was squeezed out. Pocketed the cash, kept the trade. Dry powder for small puts to stop the bleeding saved me this most recent downturn. Won't win everytime but its better to have good functional systems in place than to try to be right every single time
Dumb question, VGT is made up of 18% NVDA, will it rebalance at some point?
Thanks for the recommendations. I'm in VGT for the year, will check SOXX and AIS in particular. Why not skip international for the year? It's very volatile with Iran and the US.
Was going to play $VGT for a quick spacex pump but missed it earlier.
All these people spamming VGT, VOO etc with no context so listen for a second. I was in your same position in high school. I researched and invested in Broadcom before they hit their first 1k . They are split and trade for thousands now. I put the other 20% of my funds in VOO and VGT. The popular s&p 500 you speak of to me is overrated. They have a high expense ration and at like 5k a share it’s not where the moneys at at this point in your life. VOO tracks this ETF, same results, with way less risk, and at nearly 700$ a share, you can get way more return LONG TERM than anything. VGT tracks blue chip starts mainly, also diversified in that sector. There is technically more risk, but it always pops back. It has made me triple what VOO has made. But there are expenses. So definitely go into both. And if you want something extra that’s really low risk, go for some silver or gold. Because of the currency economy changes, gold is coming down a bit now, but always climbs in the long term with quite a low risk. I’ve gone from 2k-32k in 2 years. Im 22 years old (: feel free to message me if you need anything
Only if you pick a target fund I love VGT because it doesn’t include Tesla and it won’t include spacex It’s the perfect Elon free retirement fund 🥰
I’d remove VGT and add a clear cut market leader like WMT/JPM/AMZN.
VGT is only up 25% in the last 3 months, 45% in the last year and 140% in 5 years. I see why you’re so concerned. I also wish tech was up 100000000% in the last 3 months but it’s not likely.
Your instinct to swap out QQQM is solid, but maybe not for the reasons you think. VOO already has heavy mega-cap tech exposure (NVDA, AAPL, MSFT are ~20% of VOO). Adding QQQM, SPMO, and VGT on top of that gives you massive overlap — basically your whole portfolio is US large-cap growth. Swapping QQQM for AVUV (small-cap value) and VXUS (international) would actually diversify you. AVUV gives you exposure to smaller companies that are historically cheaper and have higher expected returns (the Fama-French value premium). VXUS gives you non-US exposure, which reduces your country-specific risk. For the remaining "growth" allocation, VGT already covers tech. You could drop SPMO as well (it's momentum factor, which overlaps with growth) and just hold VOO + VGT for US, then add AVUV + VXUS for diversification.
VGT has been excellent to me, but the “VOO and chill” modo will leave you far behind
Buy VGT It’s the best etf. Technology focused and no Elon stuff.
Told the 401k clown company to buy VGT at Friday close and they did nothing.
Ive been stock heavy - because I love doing it and have been doing it now 19 years. However - I’m now forcing myself to go heavier into ETFs like (VOO / VTI / VT / SCHG / QQQM / VGT). I’ve had some huge winners - which are awesome - but I’ve also had some boneheaded losses - such as PTON, CMG, and XYZ. They all trapped money away until I just gave up and ate the loss. It’s OK to buy and hold stocks - but be careful on exposure. For me - it’s all “extra money” - rather than buy lunch or that item on Amazon - I use that money for stocks. However - all my weekly/monthly automated investments are ETFs. If I can squeeze in stocks - great - sometimes it doesn’t work that way.
Started buying Meta at 90 in 22 Bought shitload of UNH calls when it fell to 250 Bought VGT during liberation day nonsense
Same. Been stacking VGT since 2018 in my Roth. It has been great 😃
I bought 13k worth of $VGT about 5 years ago
Absolutely wrong. I have held VGT and VOO for years and it was an informed decision and they have done well. Many people, especially under 50 hold way to much bonds or fixed income they should be 100% equities.
When you sell an equity (at a profit) you have to pay taxes on the gains. If you've held it for less than 1 year you pay at your marginal tax rate. (32% in my case). If you've held an equity for more than one year, you pay at a different rate depending on your tax bracket. (For me, a long term capital gain is taxed at 15%). But either way you have to pay taxes on your gains. Now, what I had been doing was buying when I felt the market was going to go up and selling when I thought it was about to go down. I'm actually a pretty smart guy but not nearly as smart as I thought I was. Selling when you think it's gonna go down feels right at the time, but you have to pay taxes on any gains you've made. Now here's the hard part...knowing when to buy back in. More than once I've seen the stock go up after I've sold it and eventually I bought back in at a HIGHER PRICE THAN I SOLD! *AND I PAID TAXES ON WHAT I HAD GAINED!!!* What an idiot I was. With very few exceptions every stock I've ever sold is worth more now than when I sold it. Except when needed to purchase my house, I never sold a stock because I needed the money for something else, I sold it because I felt I could buy back in at a lower price, but those taxes were eating away at any advantage I may have made and in some cases selling was WORSE than holding. I'm sure lots of people sell a stock before it drops and buy back in at the right time. I'm not saying it doesn't happen. But for me and my situation, I found it was hard to do consistently and I was better served by buying broad index funds (VOO, VGT) and letting the professionals rebalance the fund for me without ME having to sell stocks, pay taxes on any gains, and repurchase elsewhere.
Fair point. I looked into AVGE and I see the appeal as a cleaner all-in-one Avantis/global equity core. My only hesitation is that I’d have less control over the exact U.S., international, and small-cap value weights. I’m leaning toward either AVGE + VGT for simplicity, or just building it directly with VOO / VXUS / AVUV / AVDV and dropping the individual stocks.
I'm a big fan of Avantis funds but I don't think you need AVUV with this set up. If you want a VGT tilt I'd probably combine VOO+AVUV+VXUS into something like AVGE which gives you all Avantis funds. Then you can still leave some % for individual picks.
That makes sense. I probably don’t have a strong enough macro thesis to justify being 90/10 U.S./international, so I’m leaning toward at least raising international to 20–25%. I also see the point on small-cap value. A cleaner version might be something like VOO / VXUS / AVUV / AVDV instead of adding individual stocks on top of VOO and VGT. I’m not trying to overfit the portfolio based on AI or short-term macro, but I do want the allocation to make sense long term. Appreciate the breakdown.
dump the last 5 and put everything in VOO and VGT, either 50/50 per month or 100 in each, alternating months
Fair criticism. My goal was a simple long-term Roth with a U.S. tilt, but I get the overlap point. I’m reconsidering whether the single stocks are worth holding separately when VOO/VGT already cover most of that exposure. For international, I used VXUS for broad coverage, but I see your point on adding an international small-cap value sleeve like AVDV instead of only using total market. Would you personally run VOO / VEU / AVUV / AVDV only, and if so, what percentages?
Dumb. You already own meta google and Eli Lilly in your S&P 500 and VGT. You have a SCV sleeve for US (AVUV) but none for international (AVDV) and instead hold total market in your international VXUS. VOO, VEU, AVDV and AVUV. Cover everything you want with less mess and without overlap. Your percentages are also shit. What’s actual global distribution? 60/40 US/Ex You are (arguably) 90/10. Which isn’t off from most US traders, but it is still wrong re balancing out of America in next decade (and what actual market distribution should have you at).
You'll get lots of opinions. Trust in yours. Ensure your funds diversified, as VOO and VGT have some overlap, invest steady and long term, can't go wrong.
I plan to divest completely from QQQ in my retirement - non tax event- investments. I have seen no good argument for the fast track rule. This deal stinks. It looks like corruption at its worst. Did a Chat GPT session to do research and I will switch to 3 or 4 of these ETFs/Funds MTG/XLK/FTEC/VGT/SPMO/MTUM/FBCG. Its an aggressive - probably more aggressive than QQQ portfolio. I've been lazy to not do some diversifying these past years - but hey QQQ served me well.
I'm sure VGT will sky rocket in the next week. I predict a rally Monday or Tuesday after the last few days sell offs
With market having a bloodbath, VOO -2.6% & Vgt -6%. Is your 75% port consists of SPY, bonds and the rest in modest risk stuffs like VGT?
This deserves a real answer, not a dismissal. The bear case has legitimate components. Every bubble in history had a narrative this compelling — railroads, dot-com, housing. “AI on every slide deck” is objectively true. Valuations on names like NVDA are pricing in perfection. And the person is right that distribution events are real — smart money does sell into retail euphoria. But here’s where the argument breaks down specifically for your portfolio. You are not holding NVDA directly. You’re not a retail momentum chaser who bought the top. Your AI exposure is through VGT calls — a long-dated options position waiting on a specific government catalyst, not a bet on NVDA going higher forever. Your ORCL, BAH, and ServiceNow positions are priced on government contract revenue, not AI hype multiples. BAH is trading at P/E 11x versus a 5-year median of 24x. That’s the opposite of bubble pricing. The strongest version of the bear case that actually matters for you is this: if AI capex spending slows because enterprise ROI doesn’t materialize, Pentagon AI modernization could get deprioritized or delayed. That would hurt VGT calls directly. That’s a real risk worth monitoring, not dismissing. But “I sold everything” is an emotional statement, not a strategy. The person who sold everything in 2021 calling dot-com was right. The person who sold everything in 1997 calling dot-com missed three more years of 30%+ gains. Timing the top is nearly impossible and the cost of being early is enormous. Your system is designed exactly to avoid this trap — you’re not buying hype, you’re following verified government money. That’s a fundamentally different risk profile than the retail NVDA buyer this person is describing. The honest risk to your portfolio isn’t the AI bubble popping tomorrow. It’s the Pentagon AI catalyst never firing before your January 2028 expiration. That’s the specific scenario worth losing sleep over, not a Reddit post.
I just took $5K from my checking and bought VGT. Probably wont make a difference in the future, but I'll take these opportunities whenever I can
Stocks go up. Stocks go down. It is life. You can’t time every wave perfectly. What’s up with the doom story when VGT is up 22% this year and we are only halfway through the year? Including today, after a 5% drop, it is up 8% the last month. 8% is used for historical average return of the stock market. I use vgt as an example because you said 10%, which implies heavily tech weighted. VOO is still up 8 YTD, after dropping 2.5% today. It is still up 2.5% in the last month. If you ignore the highs and only focus on the negatives of course it’s a bloodbath
And VGT outperformed that. And so did any single tech stock. Past performance is not an indicator of future performance. This sub is filled will WSB bros with less memes. PSA: Don’t get your advice here.
VGT, a Vanguard tech ETF with low expense & VZ for dividends
Bought VGT weeks and weeks ago. And even that is looking at risk now.
I’ve got 3 already. Well 4: VGT, SHLD, Oklo and BTc.
Is VOO gonna pick up pscx? Is VGT gonna pick it up? I don't think I want that...
I'm sure AI and tech will pick back up tomorrow after being red for two days. I'll probably do a few calls on VGT and soxq. Easy money
VGT for long term hold. BTC if I wanted to be risky.
VGT up 30% since your comment 😅
Realized on a dump day it takes too long to dump 50 stocks, so when I bought the first dip (should have waited for the 2nd dip), I consolidated in Arty, AIQ, JEPQ,VGT and Soxx. That covers most of the AI sectors without having to go home and do due diligence every night and wake up at 5Am, developing a strategy of what I'm keeping and dumping. I don't need the stress. I also bought 7 long dated, far out the money MRVL calls, if MRVL goes up 40 dollars a share by August, I can pay off my house with my 20 year roof, and my sh1tbox Tesla, the rest I will pile into JEPQ at 10% interest, and that's my level of F You.
The order of operations for investing are: - Emergency saving up to 3 months of your routine expenses. Use a HYSA with 3% interest or higher currently. Alternative option in states with high taxes (California and NY state) are treasury Money market funds or Treasury ETFs (SGOV or VBIL). - Try to max out a Roth IRA if you are working and earn less than $153k in 2026. The max contribution is $7,500 for 2026 according to the IRS. Within in the Roth IRA, invest into ETFs. For ETFs only use SoFI, Fidelity, or Vanguard. With those brokers, you can invest into VTI and VGT. VTI is your core fund that covers the Total USA stock market. Make this 70% of your allocation. VGT is a sector fund covering information technology area. VGT has great returns over the past 10 years, but is limited to a sector. 30% allocation is fine. - Anything extra, put it into a taxable brokerage account. Buy the same ETFs. This is also the type of account to buy Treasury ETFs like SGOV or VBIL.
I would recommend $3k or so in S&P 500 VOO. and with the remaining could do maybe $1500+ in VGT, QQQ, SMH, and $250-500 in individual stocks that you beleive in.
When the bubble pop I'm all in VGT
Just do SPMO and VGT 50/40 split
VGT. Low cost large Tech ETF with high returns. Tech isn’t going anywhere.
I feel like VGT is the unknown secret. Tech focused ETF that has a low fee from Vanguard and is beating the S&P by a lot. Big exposure to Nvidia, but still diversified. Up 30% YTD.
LEAPS on VGT has paid off immensely. VGT up 38% YTD. Essentially the stocks driving growth on the index anyway. SNDK up 94% since I fomo'd into it at 900 😬 Anyone taking anything off the top?
LEAPS on VGT has paid off immensely. VGT up 38% YTD. Essentially the stocks driving growth on the index anyway. SNDK up 94% since I fomo'd into it at 900 😬 Anyone taking anything off the top?
I’m not a fan of QQQ. I prefer FTEC or VGT if you wanna double dip in tech. For me tech isn’t going anywhere, rather join in the fun rather than hating it
So, I asked for five and I get one that is a proven winner. Well now, I own VGT and QTUM, VGT did an 8 for 1 split and I am up 100% and QTUM I am up 100%. See, I can pick winners from my past also.
Is Dell a stock allocated in VGT?
QQQ is not really an index like S&P500 or CRSP is. it is run as a marketing gimmick. QQQ will likely have a lot of SpaceX, but QQQ has always been a high-risk fund. sell QQQ, buy VGT or VUG or XLK. the other indexes, even if they made the rule changes will have small amounts of SpaceX.
If I could go back and give my 17 year old self advice it would be the following: Put the money into a low cost ETFs. Vanguard have some good options ($VOO, $VTI, $VGT, $VT), then add to it as you can. Will it make you a millionaire in 5-10 years? Nope. But it’s a much less stressful introduction to the stock market than jumping into individual stocks. It will help you understand how news, policy and earnings impact individual stocks that make up these funds. Once you’ve got the fundamentals in place you’ll have a much easier time investing into individual stocks if that something that still interests you down the line. At 17 you have plenty of time. Best of luck!
Still investing my regular amount but now it's all going to VOO instead of a blend of VGT/VOO
Decent point but i do see pretty big performance differences with them depending on conditions. I'm more or less letting them all run for a while, and seeing if I want to keep or cut any. did reduce the number of etfs though, currently in VOO VOOG VXUS SPMO VGT SMH QQQ by having them all running for a while gaining some insights as to how they are all performing in different market conditions etc with slightly different balances of holdings, even if there is overlap. if any aren't cutting it will definitely trim
Why would you be in VGT & QQQ at the same time; they have a 49% overlap? Use etfrc
Honestly if you were just in VGT or QQQM you’d be chilling tho
Thats good. You'll make more with the 20% VGT than you will with 80% VT
I just feel like a lot of time and research is required to try to beat the market. I am bullish on tech, so I do have about 20% in VGT, so I guess it's a not a true bogglehead strategy since it's not all broadmarket, but I still use a set it and forget it approach.
Yeah I am thinking of a rule of thumb. 15% up means take 3% profit, 25% up, take 6% and so forth. Especially with volatile assets like VGT.
Right when everything crashed in April 2025, that’s exactly when I liquidated everything and threw everything into VGT. And since then….😎🍸
New Albany is an interesting case study. You're seeing the "Silicon Valley of the Midwest" being built - you see the scale and the cargo. Along with these data centers is the Intel foundry being built there as well. (I used to work in 3PL, I'd be super curious to see the flatbed, drop deck, RGN and conestoga lane rates going in and out of there.) To your point though, if you're new to investing then you may not be ready for the massive volatility that's also going on in this tech space. Are you the type of person that will immediately sell if you see a -10% or -15% gain on a single day? I suggest you read up on the ETF fund "VGT" which holds positions in all the major players in the "AI boom". These companies are building the stuff that's going inside those buildings.
Google, NBIS, IREN, SMH, DTCR, DRAM, SOMO, VGT and some international stuff
Rate my 1M portfolio 60% VOO 20% QQQM 20% VGT
I bought VGT at open today. You're welcome, gey bers.
I did 100% on my money in $VGT in the last 4 years. And im just some no name jerkoff casual investor. What piece of property is giving me that kind of return in that time while being this liquid, this passive, and headache free
It's good to have layers of volatility by the time you retire especially because it really sucks selling QQQM compared to SPYM during a recession. Buy SPYM and/or QQQM from now on. Cheaper than SPY and QQQ. There are always better performing etfs. QQQM < SPMO < VGT < FMTM < SMH < AIS < DRAM < etc. The difficult part when performance chasing is knowing when too much is too much. You're not going to ruin yourself selling a little of SPY over time to put into QQQM but definitely plan out the taxes before selling. If a SPY share has a short term gain, don't sell it. If a SPY share has a long term gain, that's more reasonable. Taxless accounts are simply amazing for these kinds of rebalancing.
I’m throwing like $3-500 positions at various 2x leveraged return stuff like AMUU on AMD and MUU for poops and giggles. But mostly resisting the hype and sticking to bagging VOO and VGT on a schedule
• How did your net worth trajectory look afterward? It would be very much like compuned VGT and VOO for the foreseeable future. • Did you stay the course or shift strategies? I started investing around 27, and I was playing with stocks for the first decade. I have made some great decisions (+1000%) and some terrible decisions (-99.9%). After a while, I realized that I might as well put all my money in VOO/VGT and call it a day. I think if you have a promising career, this is the investing strategy you should use, just forget anything about picking stocks and timing. • What would you tell your 40‑year‑old self? I just turned 40 recently, so i can't say too much hahah
1: Awsome for you. I'm working on financial literacy with my 10 year old daughter and this summer we'll start doing something very similar, albiet at a much lower monthly contribution. 2: Nothing wrong at all with your picks but ***Consider*** swapping QQQ with VGT and VTI with VOO. I'm not going to get in to why they're my personal preferences, so read up on them yourself and see if you think it's a good fit. Only thing I disagree with is SCHD at your age. Dividends are great, sure, but save that for late stage investing when you're focused on wealth preservation and starting to do monthly/quarterly withdraws. Instead, maybe drop that 16% down to 10% and put it in something more aggressive like DRAM or EUV (ETFs) or a single stock in a booming sector.
ive added to Space before the latest run up and continue to add. RKLB and RDW. Adding BE on dips. BE may be very overvalued but the reality is we are going to continue to get news cylces multiple times a year for the next 5 years about BE supplying power for big players. Riding that wave. VGT is my largest holding - it catches the wave for Semis, Memory and has software like MSFT and PLTR in it.. its probably the only thing id feel good about recommending to a friend. and then I recently started a position in OKLO. Have had my eye on Quatum for many months now, kinda bummed i missed out on last weeks rally.. but even for my high risk tolerance, my account is alreay high octane risk. probably will grab NOW sometime in the next 30 days.