First time? For lots of us this is the second time we've seen this movie. We know how it ends.I have learned a lot here on this board. The other day talking investing with a friend he texted me his holdings and I had some thoughts on it.. Wondering what others think and if I correct in my assessment. as well.
In short, of his overall investment amount he is:
23% in crypto
63% in individual stocks: AAPL, AMZN, COST, NVDA, and UTHR
16% in ETF between QQQ and VUG
He mentioned VUG "Is good because is contains 50% tech".
Did some quick math and calculated and overall weighting of 75% investment in the technology sector.
I am thinking:
-Not diversified
-Too heavy on Tech
-A ton of overlap between the stocks and ETF's
-He may be a bit misguided and chasing performance by thinking tech will always win.
-He is thinking a "growth" means his investment will always grow
Does this sound about right?
Statistics: Posted by White Coat Investor — Sat Aug 30, 2025 9:43 am — Replies 59 — Views 17733