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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