I’m always curious as to the architecture of other people’s portfolio construction. Coming into 2020 I was purely an indexer, brought up on Vanguard and had done just fine with them. Reading here and elsewhere, during my 2 month COVID layoff got me to consider investing in individual stocks, and even lightly trading. Anyhow I’d love to see how you build your portfolio. In return here’s mine (I’m making a few changes on Monday to rebalance). Equity Funds/EFTs: (46%) VIIIX - 8% Large Cap Blend https://www.morningstar.com/funds/xnas/viiix/quote RWIGX - 6% Large Cap Blend https://www.morningstar.com/funds/xnas/rwigx/quote RNPGX - 14% Large Cap Growth https://www.morningstar.com/funds/xnas/rnpgx/quote TRPWX - 6% Mid Cap Growth https://www.morningstar.com/funds/xnas/trpwx/quote VSCIX - 8% Small Cab Blend https://www.morningstar.com/funds/xnas/vscix/quote VHT - 4% Healthcare EFT https://www.morningstar.com/etfs/arcx/vht/quote Stocks: (~16%) TSLA - 9% AMZN - 1% GOOGL - 1% COST - 1% BLK - 1% JNJ - ~1% HON - <1% VZ - <1% MMM - <1% Bonds: (~10%) MHYIX - 3% Corporate Bond https://www.morningstar.com/funds/xnas/mhyix/quote VBTIX - 3% Total Bond https://www.morningstar.com/funds/xnas/vbtix/quote VWINX - 4% Hybrid 60 Bond / 40 Equity https://www.morningstar.com/funds/xnas/vwinx/quote Real Estate: VNQ - 5% https://www.morningstar.com/etfs/arcx/vnq/quote Speculative: Dxterity Software (5%) Cash: Vanguard Treasury Money Market (~18%)
im rounding TSLA 80% GNRC 1 single share NIO 10% AAPL 1% PACB 5% BNGO 5% BNGO just happened. It started as about 2.5% last week and doubled. I may scale out to play house money soon, or may ride it. Im not sold on it but like it as a real prospect for a solid non penny stock company. i dont do funds. Id rather pick the winners within them. (Try to anyway). Id rather invest in real real estate than a real estate fund. Same for gold or silver bullion as opposed to silver etf or whatnot. some of that is wrapped in options btw. The PACB is calls. March and june. If they print, i plan to own shares. And i have a tsla call open as well. For the past 3 months i have almost always had at least one or multiple tsla calls open.
