Good afternoon my fellow Blossom folks, Every month, I invest into 4 ETFs in my Roth IRA. I have listed the following ETFs below: $SPYM - Foundation (45%) $SMH - Aggressive Growth Tilt (25%) $SCHD - Value + Dividend Growth (15%) $AVUV - Small Cap Value (15%) I am a big believer in semiconductors as they are used in every industry and not just for AI products, hence the big bet on $SMH. I still have positions in $SCHG and $AVNM; however, I am pausing those for now and reallocating to the 4 I listed above. What does everyone have in their Roth/Brokerage account?
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7 Comments
Don Banks@dinerowithdon · 2d
Love your set up man! Mine is similar, opted for XLK which is a beast and rock bottom MER. Love the SMH conviction, big semi conductor fan. Keep stacking!
B Ulmer@ulmerbc · 2d
VTI ,SCHD,AVUV and ADX
Beevis @beevis · 2d
Thanks for sharing Cilian! Here's my feedback: 1. ⚙️ Make your semiconductor bet size explicit 2. 📊 Align contributions with your desired long‑term mix 3. 🌍 Decide how much explicit international exposure you want Including my full thoughts below, shoot me a message if you wanna chat about it!
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