Any Stockpickers out there?

Replying here since it seems more suitable than the Chronicles of 2025 topic.

I actually dumped my entire portfolio (stock picks plus VXUS plus a couple of smaller bond holdings) into Gemini the other day to have it check my US exposure and it came out at about 2/3 (67.8%).

The VT US exposure is just a little above 60%, so I am only slightly overweight the US, which surprised me.

Contrary to the VT degens aficionados, though, I don’t hold any mag 7 companies (which – acording to Gemini – make up about 16% of the VT).

I like it!


[◊] Except via ETFs in retirement accounts.