Am I reading correctly this discussion is about $30,000 out of $2.2 million? That’s 1.3% of the portfolio? Even extreme out-performance by QQQ isn’t going to have that much impact.In general terms, we have over $2.2M invested, of which around $100k are in Roth IRAs. Around 70% of our funds track the S&P, 10% is in growth mutual funds, the other 20% comes from vested RSUs from my employer (big tech heavily invested in AI).
I’d like to take 30% of the Roth investments and shifted to a fund that tracks Nasdaq. I know that it’s a lot of tech, and we are okay with that. We can take the swings, in order to chase higher returns. We save and invest around $150k a year and have another 15 years until we retire.
Statistics: Posted by gtrplayer — Mon Jan 01, 2024 3:00 am — Replies 21 — Views 1120