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rate my value portfolio

QQQ, VTI, Nvidia, Abercrombie, Axon, Eli Lilly, Datadog, Palantir, Fortinet, Urban Outfitters, Rivian, Palo Alto Networks, Coinbase, Tapestry, Lululemon, Tesla, SpaceX, Dell, Restoration Hardware, NextEra, Seadrill, Petrobas, DWAC, Rumble Largest holdings: QQQ, NVDA, SpaceX Total size: 2.2mm

ex-Google ki Hu Jan 20

Good

Salesforce in-uranus Jan 20

Do you want to sell SpaceX? Through equityzen

Amazon lWdo22 Jan 20

If someone is ready to sell. I am happy to buy

Pinterest J0b-hopper Jan 20

Too much tech, especially if those 3 are your largest holdings

Grammarly iRpT46 Jan 20

QQQ, VTI, NVDA, and TSLA and definitely not “value”.

NVIDIA qwerty+ Jan 20

Add good dividend assets like SCHD or DGRO. I would add AVGO for dividend and AMD and Russell 2000 small cap funds like VONE, VONG. Also, don’t rely only on QQQ for growth. Add QQQ like assets including VGT, FTEC just for safety. U are missing non technical stocks like PG, XOM, CVX, ARES as Tech cannot grow forever and will flatten at some time.

Palo Alto Networks hnjvcg Jan 20

Too many, can you beat QLD in 2023 ?

Experian aFJkHgV Jan 20

Why Rivian?

Rivian iNqH27 Jan 21

why Rivian indeed

New
Annesnr Jan 20

I'd not invest in fashion, unless its LVMH or Hermes.

Avison Young 1$$$ Jan 21

Agreed on the high end, but OP owning 3 different mid level clothing brands seems unnecessary. Lulu is strong now but the clothing industry is incredibly hard to stay on top for extended period.

Apple HypeOS Jan 21

Value? Do you even know what you are doing?

Apple ethan88 Jan 21

You should increase Petrobras share on this. They’re just the highest dividend for oil extraction in the world