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Hope you have some diversification in your portfolio

Posted on 11/21/25 at 9:38 am
Posted by FLObserver
Jacksonville
Member since Nov 2005
15723 posts
Posted on 11/21/25 at 9:38 am
Because it looks like the rotation out of tech is underway. How long it goes is anyone's guess?
Posted by jamiegla1
Member since Aug 2016
7877 posts
Posted on 11/21/25 at 9:44 am to
S&P500 takes care of that itself
Posted by FLObserver
Jacksonville
Member since Nov 2005
15723 posts
Posted on 11/21/25 at 9:47 am to
Agree if you own a fund or ETF with S&P 500 you should be fine. Was referring more to folks that own individual stocks.
Posted by PNW_TigerSaint
Member since Oct 2016
1299 posts
Posted on 11/21/25 at 9:53 am to
Be careful with etfs like SPY. They are very heavy tech. Look for ones like RSP if you want more equal weight of the S&P.
Posted by JayDeerTay84
Texas
Member since May 2013
9953 posts
Posted on 11/21/25 at 9:53 am to
Nah. In the next 5 years there will be more AI, more compute, more chips.
Posted by LordSaintly
Member since Dec 2005
41923 posts
Posted on 11/21/25 at 10:17 am to
I'm heavily exposed to NVDA, but I'm holding long term
Posted by ItzMe1972
Member since Dec 2013
12134 posts
Posted on 11/21/25 at 10:50 am to
Staying the course with QQQ.

Tech is the future.
Posted by BCvol
Member since Jan 2022
123 posts
Posted on 11/21/25 at 11:14 am to
Every market that matters is going to be transformed and dependent on AI to stay competitive. Long term rotating out of AI is not an option
Posted by Billy Blanks
Member since Dec 2021
4968 posts
Posted on 11/21/25 at 11:28 am to
I bought more META and more NFLX today.
Posted by Big Scrub TX
Member since Dec 2013
38256 posts
Posted on 11/21/25 at 11:39 am to
quote:

I'm heavily exposed to NVDA, but I'm holding long term
Market cap was $5T, although it's sold off some. What market cap over what time period do you think would be possible?
Posted by kaaj24
Dallas
Member since Jan 2010
875 posts
Posted on 11/21/25 at 12:21 pm to
Best to stick to your plan.

20%+ annual gains don’t come without some heartburn. No free lunch
Posted by Doctor Strangelove
Member since Feb 2018
3309 posts
Posted on 11/21/25 at 12:44 pm to
quote:

Market cap was $5T, although it's sold off some. What market cap over what time period do you think would be possible?


Jensen Huang says $20T in 5 years. I was listening to a panel of Wall Street analysts and a few were saying he is not wrong based on current trends.
Posted by anc
Member since Nov 2012
20313 posts
Posted on 11/21/25 at 1:08 pm to
QQQ 4EVA
Posted by DarthRebel
Tier Five is Alive
Member since Feb 2013
24638 posts
Posted on 11/21/25 at 1:21 pm to
My 30day went negative a couple days ago, my 90 days just dropped negative.

Would be cool if people would quit selling for Christmas spending money.
Posted by beaverfever
Arkansas
Member since Jan 2008
35325 posts
Posted on 11/21/25 at 1:39 pm to
quote:

S&P500 takes care of that itself
I don’t think I agree with that.
Posted by DarthRebel
Tier Five is Alive
Member since Feb 2013
24638 posts
Posted on 11/21/25 at 1:48 pm to
In the big picture view, nothing really has happened



I forget how brutal that Feb --> April go was.
Posted by GEAUXT
Member since Nov 2007
30377 posts
Posted on 11/21/25 at 2:36 pm to
VTSAX. Contribute monthly. Check yearly. Enjoy wealth.
Posted by NewIberiaHaircut
Lafayette
Member since May 2013
12292 posts
Posted on 11/21/25 at 3:10 pm to
quote:

VTSAX. Contribute monthly. Check yearly. Enjoy wealth.


So easy I could do it. And it's worked better than I could've ever expected.
Posted by jamiegla1
Member since Aug 2016
7877 posts
Posted on 11/21/25 at 6:17 pm to
quote:

I don’t think I agree with that.

why not
Posted by RollTide4Ever
Nashville
Member since Nov 2006
19587 posts
Posted on 11/21/25 at 8:04 pm to
At least a decade, esp. For American stocks.
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