Please advise changes to my portfolio

Hasn’t Shell been run up quite a bit? Why buy now? How much more upside is there?

Black Friday sales up 5.5%, but retail traffic was the lowest I’ve ever seen this close behind Black Friday. Buy Amazon

Agreed; just an S&P 500 index fund provides more than enough exposure to most of those stocks

I buy stocks of a few companies that sit at the cross section of "I think they're going to continue to grow in a stable manner" and "I like what they do". These are long term hold until I retire, die, or drastically need them plays. They are:

Microsoft
Apple
Home Depot
Visa
Domino's

They're a small part of my portfolio-- the rest are broader market ETFs. One thing I haven't done yet is taken fliers on random companies waiting for them to blast off then sell at what I think is their peak.

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Please advise changes to my portfolio

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Only buy stocks that are going to go up...

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Feel like I’m very much starting to disagree with this concept except for the laziest of the lazy DIY investing. Why do I want to own like 450 companies @ .007% allocation that I’d never pick individually? Im legit asking, maybe I’ve just forgotten with all the different investing theories I’ve read. The top 30 holdings are probably just as diversified as the entire index in the sense you’ll cover most sectors with the best companies

Compare your returns from your picks to the S&P.

If you’re beating the S&P and confident in doing so then keep doing it. Just understand most people who research stocks for a living don’t outperform the S&P.

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I look at it this way: yes, as the previous poster said, you could probably be just as diversified with the top 30, but if one of those 30 goes belly up or has a serious drop, you're not as protected with stocks vs ETF's or something similar. I don't consider my retirement fund to be liquid, as it shouldn't be, imo, so everything I buy is focused on the long term

I have a brokerage account that I do consider liquid, where I'm willing to take some chances on stocks I think might grow/pay off. There's an argument that why put money into that when the long term will likely outperform it. That's valid, but I only put a small portion of money into my brokerage account, so I'm not exposed to near as much risk as some are comfortable with. I have some REIT's, cannabis stocks, "dividend aristocrats", etc in there that I can sell at any time.

My wife and I have similar 401k's and we have IRA accounts that are similar. The majority of our money goes into long term investments that have low risk, have performed well over the past 5-10 years and have low expense ratios. It's worked out well so far. I'm up almost 13% this year.

sell Those

And just buy vtsax