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Strategies & Market Trends : Young and Older Folk Portfolio

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Markbn

Menominee

To: jritz0 who wrote (21284)	10/15/2025 11:47:28 AM
From: chowder	2 Recommendations Read Replies (1) of 22535

Re: So are you buying the individual tech names in only certain portfolios or are you mixing your best ideas across most? I am mixing ideas across most portfolios. One idea I had: Many people don't like to own an ETF in conjunction with an individual company which happens to represent a good portion of the ETF value. For example, SMH and NVDA. NVDA is 18.69% of the fund value. In my case I want that extra exposure by owning both SMH and NVDA. The ETF alone wouldn't represent a full position in some portfolios, and in others, they need the extra growth by having an overweight exposure.

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