Need help as a new investor

{"summary": "New investor proposes a portfolio of VOO 50%, SPMO 20%, VGT 15%, XLV 10%, SMH 5%, adding XLV for diversification and keeping SMH small due to volatility while believing the semiconductor boom continues through 2028-2030.", "reason": "Author states a directional view on semiconductors with a stated time horizon and risk control (5% cap), which is research-worthy.", "ideas": [{"symbol": "SMH", "direction": "long", "thesis": "The author believes the semiconductor boom will continue through 2028-2030 and holds SMH for that exposure. The mechanism is continued industry growth driving semiconductor equities higher over a multi-year horizon. The author explicitly limits the position to 5% because SMH is volatile, which is the main stated risk.", "thesis_short": "Semiconductor boom continues through 2028-2030", "quote": "I know SMH is volatile, but I believe the semiconductor boom will continue through 2028–2030. Even so, I’m not planning to allocate more than 5% to it.", "confidence": 0.7, "sentiment": 0.6, "timeframe": "2028-2030"}], "model": "deepseek-v4-flash"}