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Strategies & Market Trends : Young and Older Folk Portfolio
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From: chowder12/19/2025 4:43:04 PM
1 Recommendation

Recommended By
cemanuel

   of 23764
 
I have one account I manage for someone, about 40 years old, whose NVDA holding was up +800% and represented more than 50% of his portfolio value. We discussed it and decided I would trim and spread the proceeds over several companies.

I opened new holdings in AVGO, MRVL, PANW and PLTR.

That brought his NVDA holding down to where it now represents 14% of his portfolio value, and I am going to leave it alone.

This portfolio is a growth portfolio! It only has a 0.52% yield and 9.1% dividend growth. Portfolio Beta is 1.30. So, as you can see, I'm looking for growth.

According to Fidelity: YTD

Your return
+16.23%

S&P 500® Index
+15.00%

I think the only reason the numbers are as close as they are is because the Index is so heavily exposed to tech as well.
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