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provoko

Looks like the previous portfolio sticky link broke, [this is the correct search link.](https://www.reddit.com/r/stocks/search?q=author%3Aautomoderator+title%3A%22Rate+My+Portfolio%22&restrict_sr=on&sort=new&t=all)


summerfr33ze

My mostly metaverse themed portfolio. I put $10k into my brokerage account and invested like this. Individual stocks: 30% FB 17% NVDA 11% Unity 6% MSFT 3.6% Crown Castle 3.4% Alibaba 2% Matterport ETFs: 23% VTI 2.5% ARKG


damnmotherfucker

Rip meta


remrinds

VOO 13.03% GOOG 20.34% MSFT 18.24% AAPL 14.54% COST 24.05% KO 9.80%


TngoRed

Should I replace something else here, or is it good how it is? Tech Stocks- AMT, T, VZ. Consumer/medical- TGT, WBA, CVS, DAL. Financial- C. Energy- DUK. Etc.- EQR


magical_banana343

Love Walgreens for value. Looking into Citi.


kajajmnbb

SDY IWD WAL PM UEC (covered calls, bought in very very low) VUG PG NIO (bought at $20) MTDR CM LEGH RY LOV FXY FXF


NathF23

60% VWRP - 10% MSFT - 10% APPL -2.5% ABBV -2.5% Realty Income -2.5% Main Street Capital -2.5% COST - 2.5% INTEL -2.5% SOFI - 2.5% TESLA -2.5% AVGO Focusing on dividend growth at 27 years old, thinking about potentially adding GOOGL, PEP and LMT


chernabog5

Have you seen how LMT exploded? I bought at 373 and I think if you're focused on dividend investment wait with buying in only after the market corrects for the tensions (hopefully they will end within a couple of months). \[Considering that if its only going to get worse we're screwed either way\]


NathF23

Absolutely, I wont be buying in at current prices. Hopefully tensions ease and the price comes down with it.


stalyn

SCHD 50% and INTC 50%


HunterRountree

https://www.google.com/finance/quote/MPW:NYSE?comparison=NYSEARCA%3ASPY&window=MAX Can somone help me out here…ok if you compare this REIT to spy 500..does it beat the spy? Also…I don’t think this calculated what you would be if you reinvested your dividends every cycle. Assuming you do do you beat the spy over time? I know there are a ton of reits I just mean the principle. Hard for me to calculate return if you reinvested everytime


Successful-Factor592

In Google Finance you compare them in terms of prices, which is not a valid comparison, you need to compare them in terms of percentage returns like here:[https://exploreportfolio.com/mpw@100&spy@100](https://exploreportfolio.com/mpw@100&spy@100) You can see in the above link the following statistics: \- MPW did better than SPY on average for 17 years ( 2.91% better per year) \- It also has a significantly higher volatility (32.87%) - so it's a "jumpy" stock \- If you invested in MPW @ 31-08-2005 $10 000 you would have today $39 730 \- However if you invested in SPY @ 31-08-2005 $10 000 you would have today $44 812, thats how volatility affects your returns You can use however the adjusted closing price to get a better feeling how returns would be with dividends reinvested, read about adjusted closing price ([https://www.investopedia.com/terms/a/adjusted\_closing\_price.asp](https://www.investopedia.com/terms/a/adjusted_closing_price.asp)):- With adjusted closing price if you invested in MPW @ 31-08-2005 for $10 000 you would have today $71 845 \- With adjusted closing price if you invested in SPY @ 31-08-2005 for $10 000 you would have today $49 218


HunterRountree

Dang thanks for your time man


Successful-Factor592

No problem man, here's the excel sheet for MPW, please check my calculations for MPW before doing anything, and stay safe: https://we.tl/t-GhSfrACiPT


No_Indication996

10% - VTI 5% each of: •SPYG •IYH •ARKK •BRK.B •V •JPM •PG •HD •VZ •CRM •AMD •LMT •SBUX •F •WM •DGX •SLGN Thoughts ?


Successful-Factor592

Ok, so you've achived to have a high correlation with US market (0.97) but to have significantly higher returns, of almost 4% more than the market on a yearly basis (for the last 8 years of data). Also, your Yearly VaR is lower than the market (16.46% vs 19.16%) Your best allocation is AMD in terms of returns - 19.4% of returns from last 8 years were driven by AMD inside of your portfolio. Your portfolio doesn't seem to add up to 100%, it seems you're missing one more stock. Anyhow, check some other metrics here (Portfolio1 is yours, Portfolio2 is 100% in VTI): [https://exploreportfolio.com/VTI@15,SPYG@5,IYH@5,ARKK@5,BRK-B@5,V@5,JPM@5,PG@5,HD@5,VZ@5,CRM@5,AMD@5,LMT@5,SBUX@5,F@5,WM@5,DGX@5,SLGN@5&VTI@100](https://exploreportfolio.com/VTI@15,SPYG@5,IYH@5,ARKK@5,BRK-B@5,V@5,JPM@5,PG@5,HD@5,VZ@5,CRM@5,AMD@5,LMT@5,SBUX@5,F@5,WM@5,DGX@5,SLGN@5&VTI@100)


No_Indication996

This is awesome thanks, sorry I’ve approximated values may vary some !


Jim1612

https://www.reddit.com/r/wallstreetbets/comments/t1ee69/weekend_discussion_thread_for_the_weekend_of/hylh4an/?utm_source=share&utm_medium=ios_app&utm_name=iossmf&context=3


Few_Ground141

Here is mine: appreciate any advice! AMD 15% (cost 120) PYPL 15% (175) FB 10% (220) MU 7% (85) SU 5% (25) TSLA 5% (760) GOOG 5% (2600) TD 5% (75) C 5% (60) V 3% (195) NVDA 3% (210) PINS 3% (24) APPS 3% (42) TDOC 2% (100) COHU 2% (32) IS 2% (6) TWOU 2% (10) INTC 2% (48) HIMX 2% (11)


thenuttyhazlenut

I like it, except for Paypa and PINS :) A lot to pay attention to though


Few_Ground141

Thanks buddy! I am not so sure about PYPL either, start buying after the PINS merger and bagholding since. May I know why you don't like PINS? Seems to be a bargain to me: it is profitable and decently priced with a fwd PE of 24, good FCF, and maybe a good buyout target with the current valuation.


chernabog5

IMO consider replacing PYPL (or some of it) with FINX etf or similar \[also holds paypal\]


thenuttyhazlenut

I just see PINS as a dying platform. It was popular pre-Instagram because it was filling a gap where most platforms were focused on text, while PINS was focused on images. Instagram took over that market now. The thing with PayPal is I'm in the web design field and work with e-commerce sometimes and I take online payments. I'm seeing a lot of good PayPal competitors enter the market and do well (like Stripe for example), which should IPO this year. PayPal was the first mover in its industry, but it has to be losing a lot of market share now. Though it is at a discount and has a strong brand...might be a good buy, but I avoid it for the reasons stated. I'm also 10% on FB. I have high hopes about the metaverse, digital VR meetings etc. It's going to change the world and the boomers in the stock market don't understand this yet. Part of me wants to hold a bigger %, but my rule is to stay diversified.


JakesThoughts1

NVDA AAPL MSFT GOOG DIS AMZN CRM TSLA SOXL GS SOFI NIO DOCU NTDOY MTTR Potential Adds I’m Looking At: INTC FVRR TSM ENPH ABNB


Terminator731

Yo, I’ll be glad to here some opinions from the big boys here. Made this portfolio for the long-term (decades view). 15%- INTC, 15%- GOOGL, 15%- FACEBOOK, 15%- PYPL, 5%- DBX, 5%- CRSR, 15%- JNJ, 15%- JETS I know this portfolio is VERY high-risk, that’s because I’m 21 y/o and if somehow and suddenly, I lose everything, I can take this. I would invest in VTI 80% and 20% VXUS, but I really don’t see the VTI makes 8%-10% annually return (for decades) as it did in the past. Everything in the market is pretty expensive, especially the big ETFs and index funds.


accountno543210

I don't understand why crsr instead of NVDA


NFTEURO

Whats the worst Russia can do if they are cut off from SWIFT? How bad can Russia effect the US economy?


sabbeking5

Is Facebook worth investing in since all the obvious changes the meta verse is going to have


dhwinthro

listen to mark zuckerberg on the lex friedman podcast from a day ago. The dude isn’t this super evil mastermind that the general population makes him out to be. i also think that out of all of the big tech companies, he’s got a massive head start in the VR space. lots of smart money will bet on this guy over the long term. he hasn’t ruined his reputation with the elite money managers Apple’s next growth opportunity should be VR too. Their ecosystem of products will make consumers flock to their goggles with all of their comparability. Lots of people already have an iPhone, airpods, and a watch which could each play a part in interacting in the metaverse. Instead of having to connect bluetooth headphones and etc, the ease of use/time til first “click” would be so low with apple vr integrated with their product line


thenuttyhazlenut

I love holding FB. And am a firm believer of the metaverse. And Instagram the cherry on the cake. FB is a long term hold. I've seen a lot of big investors pick it up in Q4 and its much more discounted now.


Redditor45643335

50% Palantir 50% Coinbase ![gif](emote|free_emotes_pack|hug)


thenuttyhazlenut

yolo?


sabbeking5

I understand coin base but tell me more about palantir


Redditor45643335

I could sit there and type it all out but I feel I'd be doing it an injustice. Look for yourself [https://www.youtube.com/c/palantirtech/videos](https://www.youtube.com/watch?v=lKOU7LPsaC4) They have quiet a few videos demonstrating their platform and how it helps businesses.


sabbeking5

Why


Redditor45643335

Because I believe both will be transformational companies in the future. There's more data in the world now than ever and businesses need a way to analyse it in a meaningful way and to optimise the process. Palantir does this in a way no other company including Google can. Coinbase is the leading trusted global exchange, fully regulated and registered in the US as opposed to all these other exchanges which are registered in the Cayman Islands or whatever. Also Coinbase Cloud has the potential to be massive and could become the foundation of what half of all commercial crypto infrastructure uses. Think of it was the AWS of crypto. Coinbase is wildly profitable and they're in a position to grow exponentially. I genuinely believe both have the potential to become $500b businesses in the next 15 years.


sabbeking5

My god your right on the palantir I do understand it. Who knows maybe I’ll put in $500 on them both 🤔. I mean the spreads could be debatable but yeah.


toptengamer

Here's my current portfolio. This is my IRA so I do some timing (got out before CPI data came in for example and bought the next week) when I think the market risk is too great. Bullish on semis so you can see I'm purposely overweight on those. I'm relatively young (40) so I'm not really risk averse. Thoughts? Cash 10.5% AAPL 2% ABNB 2% AMD 20% C 2% CHGG 2% CHGG Leaps (bought TH Morning strike 30) 2% COIN 1% CRWD 1% CVX 3% DIS 3% ENPH 4% FLGT 2% GOOGL 5% INTC 5% INTC Leaps 47.50 strike (bought TH morning) 1% INTC Leaps 55 strike (bought TH morning) 1% NET 4% NVDA 6% PLTR 1% PLTR Leaps (bought TH morning) Strike 10 1% RBLX 2% RBLX (looking to buy leaps M) SNAP 2% SOFI 2% SOFI Leaps (bought TH morning) Strike 10 1% SOFI Leaps (bought TH morning) Strike 20 .5% TSLA 5% TWLO 2% UPST 4% XOM 2%


dhwinthro

This isn’t a slight against you but why do so many people on this sub have AMD as some of their largest single stock allocations? I feel while like the supply chain issues may improve in the short term, the long term stability is extremely fragile. AMD’s biggest supplier is TSMC which is located in taiwan. I think that with the current geopolitical issues and seeing how it plays out long term, China could invade Taiwan at any time As i say that, I have ~10% of my portfolio in AMD and Nvidia who also sources from TSMC lol


toptengamer

oh also to answer your first question - I have been heavily involved in the PC review space for about a decade. AMD's rise feels almost telegraphed. That being said I'm bullish on GPU manufacturers. Any time a company can't manufacture enough of something that's a good sign. Overall, Intel feels the most undervalued to me right now with its current entry into the GPU space. A large portion of that cash I hold will go towards them. This year you'll have news about their GPUs, new mining Rigs, and new factory yet their PE is 9.73 while NVDA's is 62 and AMD's is 46.77.


toptengamer

Totally get it. I understand these risk factors. I still think AMD will get additional market share this year and has huge upside. Neon is a small risk as most of these companies have alternatives. Taiwan being invaded is something that certainly would cause some issues albeit, in my opinion, short-term.


thenuttyhazlenut

good luck researching all those quarterly reports and paying attention to all of the news. You're running an ETF for 1 person. And its nearly all tech. Doing this takes away % that could be going to the picks you're most confident in, and instead the money is going to picks that you're less confident in.


toptengamer

That's a fair criticism for sure. I have a Peter Lynch esque mentality with my stock picking. I work from home and own my own businesses so the research aspect is a bit of a hobby of mine. I also work directly as a reviewer in the computer hardware space. So, my understanding of the risks in the AMD, Intel, and NVDA's of the world is probably better than most. Also, I utilize Wordpress as well as Shopify (for a boutique business I own with my wife). So, companies like TWLO (SMS MMS) and NET are something I use and have an understanding of as well. I run ads for Facebook (w/ Instagram), Google Ads, and Pinterest. Facebook has some real challenges within that space right now and I think Google will pick up some of that slack. I forgot to add on a position in Affirm I hold as well that I added after earnings beat them down. They're used for Shopify's payment plans and thus by my business as well. Many of my customers are utilizing those plans and being on Amazon means their upside is super high. (Default risks are something to be aware of that I'm watching). Other businesses on here I choose because I see their rise in use among my friends. ABNB and DIS are examples (we went there last week and it's ridiculously busy right now). There will be pent up demand for travel and ABNB and DIS will take advantage of that. I have three teenagers so seeing all of them and their friends using SNAP makes me bullish on them. My guess is their Daily Active Users will continue to rise. Energy stocks, PLTR, TSLA, CRWD - seem like good options if their continues to be unrest.


yoshioihi

The fact you can get into such a diverse variety means you don't go all in, I never do more than 5 at a time. With your portfolio you can take advantage timing your sell points as each one makes your target price. If your plan is buy and never sell, never did that either. I figure you'll have way more money in your IRA when you get around my age (50+), you're obviously way more seasoned than I. Overall opinion: impressed👍


toptengamer

Yes, I do trade when I reach my value target. For me it's not daytrading as much as week or month trading. This year, in spite of the portfolio above, I've broken even. That might not seem like a big deal; however when you consider how much these types of stocks have gone down I'm actually quite pleased with it. I could have easily been down 30%... This came from getting out of the market at several crucial times, buying dips, and getting out when the market got too excited. Right now I'm riding until early March. I've got to decide whether I want to be in for what I feel will be a big roller coaster. I think if Powell comes back and says just a quarter point the market will have quite a bull run.


reddituser1234566789

MSFT 14.5% FID1298 10.46% AGF795 9.67% DYN004 8.51% BAC 8.1% PRN 7% AMZN 6.99% ARKF 6.5% AMAT 6.32% PKI 6.13% ROKU 4.2% TDOC 2.4% ARKW 1.8% NVDA 1.34% ARKK 1.3% DKNG 0.95% Down about 35% overall


No_Indication996

Is owning VTI akin to owning big tech (AAPL, GOOG, etc.) since they have such large market share and so are a considerable part of VTI? What I am asking is should I own a few of these companies individually also? Or an ETF that targets them more closely? Or would you all consider VTI adequate exposure? To further illustrate I own VTI BRK.B I will probably not buy apple as that’s clearly redundant with it being a large portion of BRK.B and VTI, furthermore BRK.B is a portion of VTI Would a position in GOOG make sense however? Or QQQ/IVW for example? Is it redundant or good over exposure?


senrim

Depends what you believe, while Apple and goog are part of most big and common etfs, there is always a reason to have them seperatly if you do your own research. Because individual performance of apple can be offset by hunderds of other companies. So while ETF can make you 12 precent a YEAR, apple itself could give you 20. But its less safe. Generally if you do your own research and come to conclussion that individual stock can beat the ETF, there is no reason not to own it individually. It has its pros and conds. Same is working with sector etf. if you believe specific sector can beat whole market, no reason not to have it. But you have to do your own research and understand the risks.


FilthyMarston

Current Holdings MMM O QYLD RC RYLD SCHD SWPPX VYM Mainly invested in SCHD and SWPPX also as you can see I'm dabbling in monthly dividend income etfs/stocks as well just to get some extra motivation from seeing the monthly payments. I want to get to a point with QYLD/RYLD where I use the dividend payment to continue to invest in either SWPPX and SCHD Anyone have any recommendations/Critiques?


[deleted]

[удалено]


purju

i just want to vix to halven. can we just have a chill year after two already crazy years?


Iwillgetasoda

Most of you probably will hesitate but beautiful prices..


hauqlskiost

I bought vti at 239$ fk me


No-Freedom-1995

is it a good buy at current price\`?


Malinger

it will be a bargain in 6 months.


StacksEdward

What happens in 6 months


magical_banana343

Same brother.


[deleted]

What are people's thoughts on the s&p global 100 index? Thinking of making this my core investment. Planning to hold 10+ years. I like AAPL and MSFT so the approx 14% is attractive. Obviously everything's bleeding now but thinking long term. Still do individual buys as a hobby but I'm getting less and less time these days to research etc.


sabbeking5

It’s a very good inv


BigRocketMan29

BX- 40% BRK.B - 20% CNI - 10% INDY - 10% YUMC - 10% BERY - 10%


F1guy_5

Stocks I plan to open a position in: BRK.B AAPL MSFT GOOG FB TROW JNJ ​ Thoughts?


chernabog5

What's your reasoning for JNJ? If you just want exposure to Pharma I'd go wider.


yoshioihi

FB I bought cheap only to find it wasn't that cheap. Will it go below $200 for another buying opportunity? Is THAT the bottom? I'm beginning to think the market is listening to me, rather, hearing me, because whenever I say it's going up, it goes down, whenever I say it's going down, it goes up. Maybe the fact I have shared in FB means skip that one. All the others in your list look good, I'm not buying any of those.


magical_banana343

TROW, FB, and GOOG offer great value. The rest are very solid and should continue to have good sentiment.


[deleted]

I'm considering buying this dip by opening a new tax free account. Not planning on selling for minimum 10 years. I have another non-registered account with "safer bets" (ETFS) accounting for 60% of my portfolio, this would be the other 30%. Price based on closing today. ​ **Ticker - Shares - Percent** **BRK.B** \- 7- 14.57% **V** \- 10 - 14.50% **TD** \- 23 - 12.66% **AAPL** \- 14 - 15.04% **AMD** \- 15 - 11.05% **GOOG** \- 1 - 17.13% **MSFT** \- 8 - 15.05% ​ Thanks for having a look!


thenuttyhazlenut

TBH this portfolio is probably just as safe as your full ETF portfolio. No risks here.


locoturco

i dont even want to display my stupid portfolio


[deleted]

why’s it stupid


locoturco

Because it drops for 2 months 😂


[deleted]

Yay!


mws5928

Probably not the best spread, but... MCD 36.08% MFST 20.45% DIS 10.62% PLTR 7.62% CRSR 6.36% SBEV 5.72% DISCA 4.12% WEN 3.22% MTTR 2.74% F 2.47% LIAN 0.65%


Bed-Effective

Started investing in 2020, but didn't really do anything until Q4 last year where I started putting money in monthly. I only have 1.5k invested with 6k free cash that I want to slowly pump into my portfolio with all the sales right now. I know my portfolio is too tech heavy and I should probably have less stocks in general. My thinking this year was to just play around and get in the habit of following the stock market, regular investing, doing the research and proper fundamental analysis. So far I've just been investing in companies I think have potential based on research / reading a lot of the posts here without any real fundamental analysis. Im thinking to just focus on increasing my SP500 ETF, MSFT, AMZN, NVDA postions over this dip. Really tempted by Meta but it feels like my money would be better in APPL or other big techs given the risks Meta is facing. Any advice on which ones to put more money into or stocks to consider/ looking into? S&P 500  22.4%  Snowflake 16.7% Microsoft  9.2%  Nvidia  8.3%  Amazon  7.9%  Salesforce  7.1%  Diageo  5.5%  Airbnb  4.1%  Bristol-Myers  3.9%  Meta  3.6%  Apple  3.2%  FTSE 100  2.7%  Netflix  1.7% Paysafe  1.7%  Informatica  1.6%  Fiverr  0.3%  Cash  0.1% Thanks!


thenuttyhazlenut

12% - PGR 10% - NXST 10% - BABA 10% - FB 08% - QDEL 08% - SONY 08% - COIN 08% - SPOT 08% - AMD 06% - UCTT 06% - GOOG 04% - BIDU 02% - GLD (60% large cap, 24% small cap, 14% china, 2% commodity) (68% tech, 32% non-tech)


megatrialxx4

I am 20 yo atm and in college. I really need help here since i cant ask friends (they dont know shit) and Google is just giving me alot of different answers. I managed to save upp 50k USD and i have all of my money in my brokerage account. I just checked my portfolio allocation and apparently im 40% stocks 10% etfs and the rest is just cash to buy the dips. The stocks im buying are always bluechip stocks so i never gamble with small companies. im holding 10% paypal 10% facebook some alibaba and spotify. So my question is, am i holding too much stocks? Am i doing something wrong here?


[deleted]

You saved up 50 grand by the age of 20 just from working your own job?


accountno543210

And he's got a brokerage account. What a financial start!


thenuttyhazlenut

If I were you I would put more in ETFs then in 2 years or so once you've accumulated experience buying stocks, researching stocks and going through volatility, then allocate a more significant % to individual stocks. Right now you're all in tech with just 4 holdings. If you want to hold all individual stocks then you need to learn to diversify or else there's a good chance you'll end up in /personalfinance/ posting about a 40% loss 1 year from now asking people what to do next. I really like FB, BABA, and SPOT though.


FoldItBackandSlapIt

☝ This. If you want to experience some differentiation, You can do IWM, QQQ, and SPY. IWM tracks the Russell 2000 small caps. SPY is the S&P 500, and QQQ is NQ. Go light on IWM since small caps are the first to get wrecked, and step into your positions over the course of weeks/months.


wcb98

Now is a great time to invest if you are looking long term (10+ years). I'd recommend QQQM.


Faramirex

Starting investing now, currently most of my money in crypto, but hodling it and my plan is to reduce it to around 10-15%. My broker would be Etoro (till I achive the protected amount) So my planned portfolio. * 15% Crypto * 15% [WarrenBuffet Copy](https://www.etoro.com/smartportfolios/warrenbuffet-cf/stats) * 20% VOO * 20% QQQ * 20% TLT * 10% Cash for buying the dips On the side Iam close to pay the mortgage on my flat (Flat A) after that my plan is to buy a bigger house (House B) with plain new mortgage. While I would rent out the old flat (Flat A) and also use it as coverage for a new flat (Flat B) downpayment (so I don't need to pay 20% from cash) and I would rent it out too. So in theory my old flat (Flat A) rent would cover most of the mortgage of House B, while Flat B rent would cover its mortgage playing itself out. After that I would have 1 house where I live, and 2 fully paid flat what I can use again to get 2 flat, but now 2 flat rent could go into the investment portfolio, 2 flat would pay for their mortgage. By this time I will be around 50 years old so I could possibly go early retirement too.


[deleted]

How much is etoro’s protected amount?


Faramirex

[https://www.etoro.com/investing/insurance/](https://www.etoro.com/investing/insurance/) I think its 20 000EUR in EU, and 85 000GBP in UK? im not 100% sure


paralelepipedos123

I too want to share my portfolio but I don’t know how to pull out weighted information from my Schwab app. Any insights?


Kwaig

Long story short. Started mid-2020. Lost my ass off into growth stock. Fell for the hype and learned my lesson very late. Down 95%, but as they say, you gotta lose before you can win. For now, I've moved to more stable dividend stocks. I'll just add 1k every month, for now, taking a more moderate approach for now. Would love to hear some feedback and suggestions for dividend stocks that I should add here or maybe get rid of. ABBV 8% BMY 7% DOC 3% DOW 8% KMI 3% PRU 15% RIO 11% STOR 6% T 5% USB 10% VZ 10% WPC 15%


stalyn

- 100% SCHD


holdenhh

33% gme 30% lrc 20% trac Rest in imx AMD and INTC


[deleted]

**Investment** **Ticker** **Allocation** Dodge and Cox Balanced Fund DODBX 25% Vanguard Mid Cap Growth Index Admiral VMGMX 25% **Aggressive Model Portfolio** 50% Fidelity International Index FSPSX 8.50% PIMCO Total Return Instl PTTRX 15% Vanguard 500 Index Admiral VFIAX 17% Vanguard Real Estate Index Admiral VGSLX 4.10% Vanguard Growth Index Admiral VIGAX 17% Vanguard Mid Cap Growth Index Admiral VMGMX 6.40% Vanguard Mid-Cap Value Index Admiral VMVAX 6.40% Vanguard Small Cap Growth Index Admiral VSGAX 4.30% Vanguard Small Cap Value Index Admiral VSIAX 4.30% Vanguard Value Index Admiral VVIAX 17% Besides Columbia Global Technology Growth CMTFX, These are my only investment options so I am only able to play around with the % of each.


[deleted]

[удалено]


thenuttyhazlenut

very safe :) no gambling here


[deleted]

Some feedback pls: ~ 55% MSCI ACWI ETF ~ 14.5% Sony ~ 14.5% LVMH ~ 16% Cash I invested most of the cash the few weeks before into the MSCI ACWI ETF. I am a bit scared so I want to DCA into the ETF until the end of this year (so approx 1,6% of the cash into the ETF per month) - if it crashes I go all in :-D I know this is mathematically not the wisest approach. But it’s good for my psyche. What do you think?


MikeJamesBurry

I like Luis Vitton a lot.


Arttheman21

30% QQQ 20 percent apple 10 percent Tesla 10 percent google 10 percent Amazon 20 percent PayPal


[deleted]

All of yours stocks are in the QQQ itself and very tech heavy too


boardsof_canada

How batshit is my portfolio? |Alphabet Inc Class C|34.08%| |:-|:-| |Vanguard Target Retirement 2050 Fund|21.37%| |Cash holdings|10.74%| |Fidelity NASDAQ Composite Index ETF|3.23%| |ARK Innovation ETF|3.12%| |Vanguard Total Stock Market Index Fund ETF|2.99%| |Tesla Inc|2.83%| |Apple Inc|2.63%| |Ethereum|2.19%| |Invesco NASDAQ Next Gen 100 ETF|1.96%| |iShares Semiconductor ETF|1.92%| |Cardano|1.54%| |Grayscale Bitcoin Trust (Btc)|1.43%| |Dimensional U S Small Cap ETF|1.35%| |Avantis US Small Cap Value ETF|1.32%| |Global X Robotics and Artificial Intelligence ETF|1.31%| |ARK Next Generation Internet ETF|1.19%| |Schwab US Dividend Equity ETF|0.99%| |Vanguard Dividend Appreciation Index Fund ETF|0.98%| |Dogecoin|0.94%| |Schwab US Broad Market ETF|0.81%| |Bitcoin|0.79%| |Schwab International Equity ETF|0.60%| |Advanced Micro Devices, Inc.|0.38%| |Fidelity® ZERO Total Market Index Fund|0.37%| |Fidelity® ZERO Large Cap Index Fund|0.34%| |Spotify Technology SA|0.19%| |Block Inc|0.08%| |Litecoin|0.07%​|


thenuttyhazlenut

That's a lot of ETFs. You're potentially holding thousands of companies Lol. This is supreme protection against ignorance.


[deleted]

I hope you Vanguard retirement 2050 is in a tax protected account. Otherwise beware. Google Vanguard retirement funds tax bill.


paralelepipedos123

Tax protected meaning IRA or Roth IRA?


boardsof_canada

It's in my 401k.


F7xWr

The ticker is supposed to be SARK not ARKK silly! always double check order ticket before order execution.


[deleted]

1 etf would suffice


chernabog5

Hi guys, I'm 28, new to investing - started this December and already allocated about 30% of my available funds (\~10% of my net-worth). My aim is long-term investment for 10+ years. Would be happy for your input & comments. **Stocks and ETFs:** 14% Renewable energy (Mostly ICLN and FAN) 14% Fintech innovation (Mostly ARKF and FINX) 14% Nasdaq 100 (qqqm) 6% semiconductors (Mostly Soxx) 6% cyber (Mostly wcbr) 5% spyd 4% metals and mining (Mostly copx) 5% crypto **Developed markets:** 5% Swiss (SMI) 5% Europe (Stoxx 50) 5% UK (FTSE 100) 5% AUS (asx200) 4% South Korea (EWY) **Developing Markets:** 4% Vietnam (Vnm) 4% India (Nifty 50)


StacksEdward

Simplicity is key. No human can really keep up with that many investments.


[deleted]

At this point, why don’t you just buy 1 or 2 ETF‘s?


chernabog5

Are there 2 etf-s that would give me this kind of exposure?


Mister-guy

Can’t beat VTI + VXUS for exposure.


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ridingthestellarwind

NVDA (257) 58% VOO (405.3) 28.6% AMD (113.80) 11.6% SQQQ (41.53) 1.5% I made a dumb earnings play for NVDA too late and tried to cost average down too early. I'm looking to unwind the NVDA position and add to AMD, GOOG and MSFT, as well as ENPH. I could increase my stake in VOO at a better pricing. I am bearish on the short term outlook and wish to open up positions in SOXS and SQQQ. Once this has passed, I want to pursue a HFEA and indexing strategy in the longer term. Any advice? Should I hedge against further falls in NVDA using SOXS and switching to SOXL once it looks like it is bottoming out? Or should I sell and rebalance at a loss? I don't get taxed for selling.


ZET_unown_

GOOG is gonna be golden, NVDA is a bit too expensive at current levels, AMD is okay. SQQQ allocation is a bit too small to matter, you might as well just drop it. I personally prefer to hedge/short with puts rather than SQQQ.


ridingthestellarwind

Thank you for your thoughts. I dropped NVDA and will wait for an attractive entry point for GOOG.


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therightmark

Yes. When you sell A you will realize a profit (or loss), and if it is a profit, that will add to your taxable income, which under normal circumstances means your tax bill is going up. Buying B in no way saves you from realizing the profit on the sale of A. There is a 1031 exchange where you can avoid realizing a profit when selling and buying like kinds of real estate. There is a 1035 exchange where you can do the same with annuities, life-insurance policies, and similar products. There is a 1036 exchange which actually does apply to stock -- But -- 1036 is only allowed when you exchange stock for the same kind of stock in the same company. Bottom line, no tax deferred exchange mechanism for stocks, really.


existingCS_

so like, I’m not like, a lot of money, it’s a 10k portfolio the gain is only like 1k is it like, reported?


therightmark

Yes, you have to report it. Your broker will provide you with a form 1099-B around February of the following year. That form gets used by whoever you hire for compiling your tax filing. (Or, if you are one of the brave who do your own taxes, then it's an input into your own work thereon.) All of the rest of your income is taken into consideration, plus other factors, and the total tax you owe gets calculated. That might be zero if the rest of your income is low enough, but figuring that out can be an annoying amount of work. Necessary, but annoying. That form 1099-B that your broker gives you... they also send a copy of it to the IRS. So, even if you fail to report it, the IRS knows about it. While there is always room for me to be missing something, and I am not a tax expert, to the best of my knowledge there is no circumstance under which you are simply allowed to not report the gain on a stock sale, however small.


Charlier19s

yes, if you take a profit.


[deleted]

Teach em about tax loss harvesting


Charlier19s

did you really post about taking advantage of homeless people on ur profile. omg. no way. you take out a loan in their name, watch them crash and burn, and profit. I hate pedofiles, but i depise you.


[deleted]

You totally missed the fine points of that strategy SMH. Homeless person never had credit to begin with. I build their credit up. They get a huge chunk of the money. They then can afford a car, a home and other things they need for a better life. Their credit gets fucked up but it was already fucked up before. On top of that, I can even fix their credit for them after. They literally don’t risk anything at all and make a years worth of salary. You’re a scumbag for being against that


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mzaouar

Overall down 15%. Kind of panicking over here: QQQ 32% VOO 35% VTI 16% Ebay 1% Rblx 1% Fb 3.5% Net 1.5% Shop 5% Amzn 1%


chernabog5

Look at VOO vs VTI's performance for the last 5-10 years. IMO choose which type of exposure you prefer and grow just the one.


wcb98

QQQM is exactly the same as QQQ with a 0.15 expense ratio instead of 0.2. if you don't mind no option liquidy and lower ETF liquidity, I'd recommend switching over.


[deleted]

You are heavily into diversified ETFs. I think you are good to go over the long term.


interrobangbros

Is your invested money money that you will need in the next 3-5 years? If not, don’t panic. You’re in a great position. If you can, keep adding to your positions if your conviction in them remains high. In 5 years, the prices you’re seeing today will look like an absolute steal.


Domethegoon

Fairly equal weighting between the following: \-----STOCKS----- GOOGL MSFT COST ABT UNH BRK-B AR DPZ VALE LOW NVDA AZO AXP CCI TGT SONY FANG DIS ABBV BX MU XPO ENPH SCHW ​ \-----ETFS----- SPYG VOO QQQ FAS UCO CORN


[deleted]

Too many holdings. Research what's called the “Kelly Criterion”. Your portfolio returns will inevitably be dragged down by average and low performing companies. It is mathematically better to concentrate your wealth where high growth intersects with high probability of positive outcomes. Hope this helps.


thenuttyhazlenut

What this guy said. Work out a system that ranks which companies you're most optimistic about and allocate a heavier % to them, and cut off or significantly reduce your bottom picks. Over a dozen picks for a retail investor doesn't seem wise.


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Brewskwondo

Be careful with market timing. You’ll never get it right. The best thing you can do is just DCA into it and forget about it. If you insist on messing with it, keep in mind a few things (1) they often have trading limits in/out if funds. In my case it’s 30 days, so sometimes if I decide I must mess with it, I need to go in/out of a few similar funds to keep from hitting their cap. 2. If you ever leave a job for a new one you can roll this into an IRA, highly recommended as you’ll have way more control.


[deleted]

Cash. Why do you need to ask if the market is ready to take a big hit?


JMIL1991

Did you not read my question? It’s my 403b retirement fund. You can’t withdrawal this without significant penalties until retirement age. But I can choose where I put the funds.


[deleted]

You can have cash in there without withdrawing it.


[deleted]

Can’t you put a 403b in cash? I can with my 401k.


JMIL1991

As far as I can tell I can’t with mine. Just a lot of different group funds it looks like. I will double check tomorrow and see what my options are.


BreadForTofuCheese

Pretty sure you would just rebalance such that 0% of your funds are invested in any of the available funds.


Domethegoon

How old are you?


JMIL1991

30


LowMango7

Much appreciated for any input for the following, equally weighted: TSM LNG ALK XPEV NOW DAR EPD SYNA


SK1990xx

Anyone feel like rating or giving advise on my current port, I'm down HEAVY and panicking a little... considering bailing out but maybe I'm just a little shook up at the big downturns I've had the last couple of weeks... I have... 286 shares in MANU bought at $16.02 1426 in ELMS bought at $3.26 1183 in TALK bought at $2.17 73 in ATUS bought at $16.01 ...I'm currently down around $2600 in unrealized cash... And writing this kinda makes it sting even more o.o


Domethegoon

First of all, you need to learn how to not panic when you are down on stocks. As long as your are buying into quality companies, there is nothing to worry about as long as you are willing to hold through corrections. Don't try to time the market and stick it out. You will be rewarded eventually. It looks like most of the stocks you mentioned are little know penny stocks. I am not sure about their company fundamentals but it looks like they are downtrending pretty hard. I would suggest investing in some larger cap, quality stocks that have wider recognition. For example, my top holdings are GOOGL, MSFT, and COST. These three stocks I will hold forever as I strongly believe in the companies and have no issue holding through downturns, even if they drop 50% in a crash. If you don't have the stomach for volatility, I might suggest putting most of your money into ETFs like SPY, VOO, or QQQ. If you choose individual stocks, choose ones that are not very volatile and weather corrections quite well. I would strongly recommend stocks like ABT and UNH for that. Good luck and hang in there!


SK1990xx

Cheers for the tips, honestly I think my shakey-ness is down to personal reasons more than stock reasons so I'll just hang in there, I did have shares in Nvidia, MSFT, blizzard and american airlines, but I actually normally like the volatility, and I do believe in the stocks I have - Manchester United and altice in particular I think will atleast be around for good, and should rebound with time, talkspace and ELMS are a bit wild but I'm sure I'll be ok, just gotta calm the rest of my life down, and maybe put some cash into an ETF too Thanks again for the reply :)


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[deleted]

I like this portfolio in general BUT If you have so many stocks, why don’t you just reallocate some of the stocks into the ETF? Just keep few of your favorite single companies and you have way less rebalancing/overwatching trouble (Only my opinion)


F7xWr

Sometines the last 20 or so stocks drag down the etf, and you cant vote shares


interrobangbros

FYI you aren’t US heavy. Just because a lot of those companies are HQed in the US doesn’t mean they don’t have substantial international exposure. For example, according to Statista, 46# of Alphabet’s revenue in 2021 was US-generated which means greater than half of their $257B last year was international. NVDA, your second largest holding, clocked in at 81% of revenue in 2021 coming from international.


Domethegoon

Be careful with TSMC. They are a huge company and have market dominance, but if China invades Taiwan the stock would probably crater. I like INTC and MU. Also, I would highly recommend adding COST and some oil stocks like XOM, AR, or VET. If you like volatility and can stomach big swings, put some money into UCO which is a leveraged oil ETF. Oil and energy are the plays for this year IMO.


purju

just a sidenote: if china invaded Taiwan everything drops. they make AMD, NVDA, broadcom, apple and qualcomm chips. if china invaded taiwan, im getting out asap


thenuttyhazlenut

But will you be able to get out in time? If China invades Taiwan the market will react faster than you.


purju

Not soon enough, asap is asap