No qualifying author-owned investment thesis was confirmed in this post.
Portfolio allocations and a general belief in technology dominance supply no fund-specific causal rationale or catalyst.
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I think I have created the perfect portfolio for risk/reward. I’m a firm believer in tech dominance and I want to risk most of my portfolio for it. 65k in xlk 30k in spy and 30k in xeqt finally 15 k in smh conservative outcome:800k moderate outcome: 1.2-1.4M after 30 years (these figures are adjusted for inflation)