I self manage, but am in need of a rebalance. I do realize this is an aggressive portfolio for a person my age. Any suggestions to improve is welcome. If I had to choose a strategy it would be income (although I reinvest dividends) & growth. I do have enough income to more than cover my expenses.
|VTRIX 6%|
|:-|
|VWIGX 6%|
|VSEQX 5%|
|VWNFX 4%|
|ETF's|
|BND 19%|
|VXUS 13%|
|QQQI 9%|
|JEPQ 6%|
|VIG 4%|
|VGHY 4%|
|VOO 4%|
|XOVR <1%|
|STOCKS|
|NVDA 5%|
|PLTR 4%|
|KO 4%|
|BP 3%|
|TSLA 3%|
|META 3%|
|IBM 1%|
|OKLO 1%|
|GOOGL 1%|
|CEG <1%|
|WMT <1%|
|AMZN <1%|