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u/Cycle0001 15 hours ago

Portfolio Opinions - 18 Year old

18 and about to go to college, looking for portfolio feedback. looking to grow long term retirement funds and wealth. Also have about 25k in a Roth IRA set to 80% voo and 20% vxus. Only started individual brokerage recently and don’t really know what I’m doing. Not sure if i should be doing anything differently investing wise VOO - 2000 | Average cost 690 QQQM - 1330 | Average cost 293 Berkshire Hathaway Class B - 705 | Average cost 500 VXUS - 700 | Average cost 86 AVUV - 415 | Average cost 126 Amazon - 265 | Average cost 244 Service Now - 200 | Average cost 109 Fortinet - 200 | Average cost 160 Sofi - 180 | Average cost 17.30 Microsoft - 150 | Average cost 409 NLR - 145 | Average cost 118 NBIS | Average cost 187 Have another 1k in buying power I’m not sure how to spend.
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  1. u/SerMumble 1 15 hours ago
    You're too concerned with the number of shares and average cost of your holdings. What are your percentage weights of your holdings in your account? Inspect the weighting of the stocks in your portfolio and notice the multiple bets on the same stocks like Amazon and Microsoft for example. This should be concerning because it's not something you mentioned being aware of. The selected etfs are all reputable. SPYM and QNDX are cheaper than VOO and QQQM if you're adding new shares in the future. The cost savings is not huge so nothing wrong sticking with VOO and QQQM if you prefer the cleaner portfolio. The individual stock holdings are a bit performance chasing. If you are investing long term, these look like relatively shorter term holdings compared to your etf choices.