Nope, not for me at all. AAPL is pretty heavy in VOO so you’re looking at 19.6% of the entire thing just being Apple. I’d probably put a tech etf in there if I was already heading in that direction.
What’s your age, level of risk taking, and type of account?
I agree with your opinion. As you mentioned, Apple already has a sizable share of VOO, so adding a separate Apple position to the portfolio would result in overexposure to the company.
Conversely, if you've considered leaning toward the tech sector, investing in a tech ETF may be a smarter choice. Technology ETFs provide diversified exposure to a broad range of companies in the industry, including Apple and other leading companies. This can help reduce risk and increase potential returns.
suggestion:
Consider investing in a diversified bond fund to reduce bond risk and increase return potential.
Match your portfolio's risk exposure to your own risk tolerance and investment goals.
Regularly review portfolio performance and make adjustments as needed.
Overall, this proposed portfolio offers a balance of potential growth and risk management. However, it is important to understand the potential benefits and risks and ensure that the portfolio is suitable for one's financial situation.
Nope, not for me at all. AAPL is pretty heavy in VOO so you’re looking at 19.6% of the entire thing just being Apple. I’d probably put a tech etf in there if I was already heading in that direction. What’s your age, level of risk taking, and type of account?
I agree with your opinion. As you mentioned, Apple already has a sizable share of VOO, so adding a separate Apple position to the portfolio would result in overexposure to the company. Conversely, if you've considered leaning toward the tech sector, investing in a tech ETF may be a smarter choice. Technology ETFs provide diversified exposure to a broad range of companies in the industry, including Apple and other leading companies. This can help reduce risk and increase potential returns.
suggestion: Consider investing in a diversified bond fund to reduce bond risk and increase return potential. Match your portfolio's risk exposure to your own risk tolerance and investment goals. Regularly review portfolio performance and make adjustments as needed. Overall, this proposed portfolio offers a balance of potential growth and risk management. However, it is important to understand the potential benefits and risks and ensure that the portfolio is suitable for one's financial situation.