Rate my portfolio

Would you change anything

$SPMO 40%
$VOO 30%
$VGT 20%
$AMZN 5%
$GOOGL 5%

2,202 views

32 Comments

Jason

@beefcakecrypto · 8h

Add a little SMH and QQQM

Henrique de Carvalho

@henriquegc · 7h

I would replace some of your $VOO with $SPHQ

Renee Glover@tradingdiva · 8h

My spmo has been red since I bought. Hoping they move into something else. I think Im gonna like that it rebalances.

Calvin Spike@calvinspike · 8h

Pretty interesting tactic here. Clearly tech and ai focused.. which hasn’t been a bad choice recently.
$SPMO and $VOO have been pretty good to me since I’ve started investing. Overall market growth with the extra weight on the stocks that have done the best since the last adjustment (also not a bad idea IMO).
Then $AMZN and $GOOGL are just clear winners from the AI buildout and CAPEX spend years down the line.

Overall, I could see this being a very controversial portfolio, but it’s honestly built into some decent names. Clearly focused on a particular thesis, but when it’s all said and don’t these will win over the next 10 years.

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