Opinion on stocks in Roth account

This is what I would do right now. This is not investment advice.

QBTS, IONQ, INFQ - Pick just one or sell all three and go with a quantum etf instead. IONQ and INFQ are much more reasonably priced than QBTS.

ZETA, PATH - Software ain’t pretty right now. Tough one. I have more faith in ZETA.

AKBA - I would sell. In fact, I did move on.

DPRO, ACHR - I would sell and buy another Aero/Defense stock.

SERV - Cut.

Keep or buy more:
OKLO, RKLB, OSS

Depending just how deep into ASPI I was, I may consider doubling down, but I would do a lot of research first.
I’m sorry if I led you astray on this one, but I think I updated that I wasn’t attached to it.

I would cut the rest and pick a stock that’s going places.

It’s good to admit defeat, move on, and get a win.

Conversations with Gemini, Claude, etc. are pretty valuable when it comes to decisions like this.

What are your winners?
It’s likely that they’ll continue to win.
Add to them.

Thanks, BB, for the advice on these! Got a good number of winners, but some have gone up so much that I hate to get too lopsided but would probably want to let them run if possible. Not counting ETF's, have done really well with NBIS, HGRAF, and to a lesser extent UUUU, AMPX, APLD, ASTS, NVDA, HOOD, VIAV, DOCN, SLS, SLI, WDC, HLIO, AMKR, UAMY, NVTS, LLY, PLTR, & TSLA.

I have strong opinions on NKLR and INFQ. Those are keeps or adds. I have added to both in past few weeks.

RKLB is keep or add. It’s a space leader.

OKLO and IONQ are possible leaders in their industries, hold

I think QBTS is a cut and SERV feels like more of a gimmick than a good business

I might hold ASPI. I still like it but price action is terrible.

ACHR I’m not a fan of

The rest I don’t know enough about

That's a lot of individual stocks and I recognize maybe 8 of them. I do like having stocks that could carry substantial growth in a roth due to the tax advantage, but you run the risk of having winners and losers really counter themselves due to high volatility.

Do you also have holdings in any blue chips and/or index funds? These help buffer the big swings your individual stocks that are more speculative have.

Idk the make up of your portfolio, but for the speculative plays that are down 50% your biggest risk (aside from losing your investment) is time cost. The stocks down 50% may be able to have a massive swing up and make up ground but it may take a while. Time that your money could be sitting in a safer growth play.

It's all about allocating your risk. If you have your buckets dedicated to certain strategies then just stick to that.

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the harsh truth is that this portfolio is absolute garbage for a Roth.

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Harsh indeed, ha!

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This is the type of thing you put in a "fun money" taxable brokerage account to play the casino

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I do go back and forth on this concept a little bit, but it's because I only think of the potential winners and not the potential losers. For instance, I got in very early on a couple stocks that are in my taxable brokerage account and I'm annoyed with the five figure tax burden I will ultimately have. Had I went in on those in my Roth, I'd feel even better. HOWEVER, there are more losers in the "fun money" bucket than winners so I do understand them not having a substantial % allocation in a tax-free withdrawal Roth. At the end of the day, if I have a tax annoyance from selling winners I think that's an okay annoyance to have.

Each individual has their strategies and while there are textbook approaches to maximize and optimize your portfolio (taxable or not), it doesn't mean there aren't other ways to make it happen.

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Each individual has their strategies and while there are textbook approaches to maximize and optimize your portfolio (taxable or not), it doesn't mean there aren't other ways to make it happen.

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Fair enough. I don't think there's anything wrong with a few high conviction fliers in the Roth, I got a couple myself. Concentrated risk can pay off and in a Roth its sweet when it hits.

My issue with OP's portfolio is he's got a few hundred dollars each on a bunch of AI-adjacent tickers with apparently no thesis. He even mentioned these are ones that are down, which implies there might be more tickers in the mix. Spreading this thin almost guarantees lackluster returns and significantly caps upside.

Appreciate your constructive criticism! I do have larger amounts invested in bigger stocks and ETF's. Guess my thinking was if I can get a 10-bagger out of one or more of these stocks, it'll more than offset losses in a number of others. I've also sold some profits earlier on with a few of these stocks, so just trying to decide what to do on the remaining balances in some of these. Again, thanks for all the input!

Glad I didn't sell most of these stocks as they are up close to 30% on average in the past week or so.

Correct. This is the same logic I use when I purchase a powerball ticket. If it hits it is actually a great investment strategy

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QBTS, IONQ, INFQ - Pick just one or sell all three and go with a quantum etf instead. IONQ and INFQ are much more reasonably priced than QBTS.

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IONQ is 2x the price of QBTS though? Is there another factor determining that it’s more reasonable? I’m also am looking to consolidate(have QBTS and RGTI).