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? read more
Let me know what you think. I’m 28 years old with time on my side, adding roughly 1500-2k monthly into my specified targets. Im fully aware of the volatility of tech. Seeing as I have years of life ahead of me, don’t mind a little bit of a wild ride… and I personally believe in AI long term. Let me know your opinions ✌🏻😎
I actually like looking at concentrated portfolios. Not because concentration is automatically good or bad. But because it forces you to ask a better question: “What am I really betting on?” Take a portfolio with large positions in companies like SanDisk and Micron. On paper, that's two different stocks. But underneath it, there may be one much bigger bet: AI infrastructure and the demand for memory. That's where portfolio construction gets interesting. You might own 10 different companies and still have most of your money exposed to the same economic theme. AI. Interest rates. Consumer spending. Crypto. Energy. Whatever it may be. So I don't just count the number of stocks in a portfolio anymore. I try to count the independent risks. Because owning 10 stocks doesn't necessarily mean you're diversified. Sometimes you're just making the same bet 10 different ways. read more
🔴 Closed $TTAN @ $59.07 full position out → BE 🔴 Closed $RPD @ $11.39 full position out → BE 🟢 Opened $MRVL @ $224.66 1/4 position | avg $224.66 Capital: $1,058.85 | Goal: $2,000 | Return: +5.89% | Realized P&L: +$122.01 📄 Full trade log link in my profile 🎯 Progress to $2,000: 52.94% 👇read more
