- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
How diversified is your stock portfolio?
Posted on 5/8/25 at 1:57 pm
Posted on 5/8/25 at 1:57 pm
All in one stock such as VOO, 5 stocks or 25 stocks?
18
Posted on 5/8/25 at 2:03 pm to HeartAttackTiger
quote:
All in one stock such as VOO
This post was edited on 5/8/25 at 2:05 pm
Posted on 5/8/25 at 2:11 pm to HeartAttackTiger
MSTR and IBIT, dash of VG
Posted on 5/8/25 at 2:14 pm to HeartAttackTiger
75% VTSAX (3598 individual equities)
25% VWIGX (127 individual equities)
So 3,725 individual equities.
25% VWIGX (127 individual equities)
So 3,725 individual equities.
Posted on 5/8/25 at 2:28 pm to HeartAttackTiger
I’ve got limited options in my 401k.
38% company stock
27% S&P 500
25% VRGWX
10% DFA Large Cap
I had it in company stock and about 10 different things including target date funds. Last June I consolidated it and got out of the target date funds.
38% company stock
27% S&P 500
25% VRGWX
10% DFA Large Cap
I had it in company stock and about 10 different things including target date funds. Last June I consolidated it and got out of the target date funds.
Posted on 5/8/25 at 2:29 pm to HeartAttackTiger
quote:Diversified
How diversified is your stock portfolio?
quote:More than that, plus a bond portfolio, some real estate, gold and even broke down and picked up some BTC, albeit at $80K
25 stocks
.This post was edited on 5/8/25 at 2:31 pm
Posted on 5/8/25 at 2:51 pm to HeartAttackTiger
Roughly
80% S&P index
The rest by position size: AMZN, MSFT, CAT, LLY, PANW, AMD
80% S&P index
The rest by position size: AMZN, MSFT, CAT, LLY, PANW, AMD
Posted on 5/8/25 at 3:01 pm to HeartAttackTiger
OP, wait til you learn about asset class diversification.
Posted on 5/8/25 at 3:56 pm to HeartAttackTiger
401k 100% VTSAX
ROTH 90% VTI ... 10% QDTE & XDTE
Fun Money... All kind of anti-TradFi stuff. MSTY, CONY, YBTC, YMAG, QDTE, XDTE, AND TSLP.
ROTH 90% VTI ... 10% QDTE & XDTE
Fun Money... All kind of anti-TradFi stuff. MSTY, CONY, YBTC, YMAG, QDTE, XDTE, AND TSLP.
Posted on 5/8/25 at 4:14 pm to HeartAttackTiger
Probably too diversified on the stock front, a little over 30 probably.
Posted on 5/8/25 at 4:26 pm to HeartAttackTiger
I own two stocks and two options at the moment.
Posted on 5/8/25 at 5:35 pm to HeartAttackTiger
Pretty much zero diversification. Bitcoin, BITO, BITX and Cash.
Posted on 5/8/25 at 5:47 pm to 98eagle
quote:
Pretty much zero diversification. Bitcoin, BITO, BITX and Cash.
Good lord
Posted on 5/8/25 at 6:02 pm to AlteriorMotive
quote:
Good lord
I agree! It's hilarious!
Posted on 5/8/25 at 6:44 pm to 98eagle
Effectively 80% total stock market and 20% Emerging and international
Posted on 5/8/25 at 9:02 pm to HeartAttackTiger
I'm not well diversified at all. I'm nearly 100% equities. Mostly US index funds maybe 5% in single stocks, REITs and international funds. Too much of my portfolio is in the top 5 holdings of the S&P500.
I dont hold bonds because I consider my pension, which covers our basic expenses, like the stable portion of my portfolio. Thus, I can be comfortable while remaining risk on.
I dont hold bonds because I consider my pension, which covers our basic expenses, like the stable portion of my portfolio. Thus, I can be comfortable while remaining risk on.
Posted on 5/9/25 at 8:22 am to HeartAttackTiger
401K is 100% in a single equity fund
Roth is 50% in ETFs and the other 50% is currently split between GOOG, SOFI, and NBIS
I essentially never look at my 401K and just let that fund ride.
I use the 50% of my Roth to play around with different stocks with the other 50% in high dividend yield funds
Roth is 50% in ETFs and the other 50% is currently split between GOOG, SOFI, and NBIS
I essentially never look at my 401K and just let that fund ride.
I use the 50% of my Roth to play around with different stocks with the other 50% in high dividend yield funds
This post was edited on 5/9/25 at 8:25 am
Posted on 5/9/25 at 9:02 am to HeartAttackTiger
Not very. 401k is mostly split between s&p500, russell1000 and russell2000.
Play account is a handful of big companies, with Nvdia and Berkshire Hathaway being my biggest holdings.
I used to be more diversified, but have been moving money from stock market and bonds for a while now. I am now about 50% real estate, so that is my vehicle for diversification. My stock market money was more diversified before I decided to move more into real estate, but I have historically been in s&p500 names as far as individual stocks. I spent 10+ years building up some bond money as I was getting older, but liquidated all my bond money as part of my move into real estate. This is the first time in 20+ years that I have not held any Apple, Google, and Walmart.
Play account is a handful of big companies, with Nvdia and Berkshire Hathaway being my biggest holdings.
I used to be more diversified, but have been moving money from stock market and bonds for a while now. I am now about 50% real estate, so that is my vehicle for diversification. My stock market money was more diversified before I decided to move more into real estate, but I have historically been in s&p500 names as far as individual stocks. I spent 10+ years building up some bond money as I was getting older, but liquidated all my bond money as part of my move into real estate. This is the first time in 20+ years that I have not held any Apple, Google, and Walmart.
Posted on 5/9/25 at 9:04 am to HeartAttackTiger
SLI
Joby
BTC
WULF
MSTR
RUM
VRT
APP
I’m diversified for a moon landing me
Joby
BTC
WULF
MSTR
RUM
VRT
APP
I’m diversified for a moon landing me
Posted on 5/9/25 at 10:04 am to KWL85
quote:
401k is mostly split between s&p500, russell1000 and russell2000
quote:
This is the first time in 20+ years that I have not held any Apple, Google, and Walmart.
S&P500~ AAPL 7% GOOGL/GOOG 3.5% WMT .9%
Russell 1000~ AAPL 5.7% GOOGL/GOOG 3.4% WMT .8%
This post was edited on 5/9/25 at 10:05 am
Page 1 of 2
Back to top
Follow TigerDroppings for LSU Football News