I donât know that kind of answer youâre looking for.
1 - Obviously more concentrated, less diversified - you called it spicier yourself.
2 - Yes for sure there can be reasonable return. Might over- or underperform a 70/30 portfolio. No one here can predict the future.
You might want to investigate why youâre wanting to âspice upâ your investing.
Then this is not at all spicy, itâs just a redditesque big US and non-specific tech tilt with some Ben Felix thrown in!
Assuming this is the bulk of your NW (say >90%) which can hopefully grow well over time, to make things more spicy you probably need to bet and trade, such as playing (market timing) with some instruments like SOXL/FNGU and SOXS/FNGD, and crystalballing with futures and options
It seems youâre in the âboring middleâ of investing. This is a feature not a bug.
So what motivated your current post?
I see two options:
looking to increase performance to get rich quicker,
trying to get an adrenaline kick (possibly what you experienced in the beginning of your investing career from fluctuations, though now you got used to them).
My best suggestions:
for the first: review literature and your beliefs about predicting the market,
for the second: realize investing is not supposed to provide a rollercoaster of emotions. Maybe take up rock climbing or mountainbiking for some fun action outside your investments
If so, I strongly encourage you to put up strict guardrails around your gambling along the lines of: only 10% of the portfolio, never more than X amount, maximum risk taken can be a full loss.
Heck, why not buy the boat instead, hope itâs a sailboat - invite the forum to an outing
Sounds like a core+satellite portfolio is for you. 90% in a boring ETF, and with 10% you can even do stock picking. Or ETF picking, doesnt matter. But yes, create rules that you have to stick to
Sorry, I donât understand why we are making fun of the OP. One of the biggest threads here in the forum is about stock picking. Are we now making fun of everyone who doesnât just want to buy and hold ETFs? Some posts here donât seem constructive to me.
Sure, but this stocks picking has a goal: trying to beat the market or having a cash flow. Here OP wants thrills, which is counterproductive for investment outcomes.
I donât perceive any of the responses here as that.
No, not at all.
A classic for our family for many years now, go at least twice per year, not even that expensive considering what you get, costs about 350/trip and itâs all worth it.
This is not a mocking, there are tons of studies that show pretty clearly - the more time you spend tweaking your portfolio and the more emotionally involved with the investment you are, the worse are results. But in the end this is your decision, of course.
Durch das Lesen und die Teilnahme an diesem Forum bestÀtigst du, dass du den auf http://www.mustachianpost.com/de/ dargestellten Haftungsausschluss gelesen hast und damit einverstanden bist.