- NVIDIA Corporation (NVDA)
- S&P 500 ETF TRUST ETF (SPY)
- Invesco S&P 500 Equal Weight ETF (RSP)
- Vanguard Balanced ETF Portfolio (VBAL)
- Vanguard Growth ETF Portfolio (VGRO)
- Super Micro Computer Inc. (SMCI)
Q: Thanks to Peter, Ryan and the 5i Team, my portfolio has recovered from the Tech Wreck of 2022. Much of this is due to my holdings in Nvidia and SMCI. I have been trimming some along the way up, but Nvidia is now over 12% and SMCI is over 6% of my portfolio. This time around, I'd like to hold on to my gains (unlike in 2022).
My questions are: What "sleep at night" ETF or stock might you suggest to put some of my profits into (sector doesn't matter)? Also, what percentage of your holdings would you be comfortable with SMCI going to?
My pension covers my living expenses, so I am able to take a little more risk.
Thanks,
Brad
My questions are: What "sleep at night" ETF or stock might you suggest to put some of my profits into (sector doesn't matter)? Also, what percentage of your holdings would you be comfortable with SMCI going to?
My pension covers my living expenses, so I am able to take a little more risk.
Thanks,
Brad