GRYN is a great pic. That will probably be my main retirement ETF, just need to keep monitoring it for a few years. Tom Lee is my absolute favorite for investing.

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Posted by SmackoverHawg

Member since Oct 2011

30946 posts

Posted on 10/21/25 at 5:12 pm to Arthur Bach

About 20% of my retirement is in stocks/ETF's of that

MTDR 30%
TSLA 25%
SLI 20%
NVO 5%
VGT 5%
MUR 5%
VLO 3%

Cash 7%

Roughly current distribution in trading account.

This post was edited on 10/22/25 at 9:25 am

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Posted by auwaterfowler

Alabama

Member since Jan 2020

2866 posts

Posted on 10/21/25 at 6:04 pm to Arthur Bach

The only individual stock I own is TSLA, but it’s way under 5% of my total portfolio. I add a little more each month.

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Posted by NC_Tigah

Make Orwell Fiction Again

Member since Sep 2003

135576 posts

Posted on 10/22/25 at 10:54 am to Arthur Bach

quote:
I’m 39, just got a really good job with a pension and 401K match, but I’m behind in life.

What are your stock holdings and what does that represent in your portfolio?

I can afford to invest in riskier assets right now.

ETA: Let’s simplify this. What are your stock tips?

Stock positions in someone's portfolio really aren't going to help much w/ stock tips. Holdings are backwards looking, and portfolios are structured based on individual risk tolerance. Tips should be forward looking and based on your situation.

E.g., personally my portfolio is more risk averse than it was 10-15yrs ago. I'm still ~80% stocks, but more diversified with a larger number of individual holdings. Around 3-4% is my largest position, and that's AAPL. It's an old holding that I've pared down over the years, rebalancing. If I were starting from scratch though I'd pick up some AAPL, certainly I'd not be buying 3000+ shares at current price levels.

FWIW, buys in the last few weeks have been CRM, PFE, COF, LOW.
I've sold a bit more than I've bought, mainly tax losses to offset gains.

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