r/ETFs•
allidoispk

Seeking Advice: Adding Mid-Cap Exposure vs. Tech Concentration in ETF Portfolio

Hey everyone,

I’m considering a change to my current ETF portfolio and would appreciate some feedback. My current allocation is:

•	VOO: 60%
•	VGT: 20%
•	QQQ: 20%

I’m thinking of switching to:

•	VOO: 58.53%
•	QQQ: 13.99%
•	VGT: 13.99%
•	XMHQ: 13.48%

Key Differences:

1.	Current Portfolio:
•	Heavily weighted in large-cap U.S. stocks, with significant exposure to tech through VGT and QQQ.
2.	Proposed Changes:
•	Introducing XMHQ to gain exposure to mid-cap quality stocks.
•	Slight reduction in the tech-heavy ETFs (QQQ and VGT) to make room for XMHQ.

I’m trying to decide whether adding mid-cap exposure with XMHQ, which diversifies the portfolio a bit more, outweighs the slight reduction in expected returns and increased tech concentration in my current setup.

Posted Aug 3, 2024, 2:10 PM UTC

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