I have been lurking around this sub and made some adjustment based on what I have learned.
Roth 401K
85% large cap and 15% international. I have around 45k.
Roth IRA
50% in VTI, 30% VUG, 20% AVUV. I have around 23k
Taxable brokerage
60% QQQM 40% SHLD (global defense), I plan to add SMH soon.
How is this portfolio for 27 yr old man? This is a long term plan.