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    37yrs old. Medium to long-term investing horizon. I’d love advice on if/how I should rebalance my portfolio.

    Here are my current holdings and average costs:

    Description Percent Of Account Average Cost Basis
    NVIDIA 0.4283 14.6
    SANDISK 0.1664 709.45
    MICRON TECHNOLOGY INC 0.1448 300.82
    ALPHA TAU MEDICAL 0.113 7.41
    MICROSOFT CORP 0.107 316.8
    AST SPACEMOBILE 0.0927 84.16
    TSMC 0.0797 299.82
    SELLAS LIFE SCIENCES 0.0639 5.19
    AMD 0.0595 211.21
    COINBASE 0.0548 193.86
    RTX CORPORATION 0.053 179.26
    ROBINHOOD 0.0482 87.95
    CIPHER DIGITAL INC 0.0468 11.95
    NVDA 0.0451 15.86
    TMC THE METALS 0.0442 7.63
    ONDAS INC 0.0426 12.33
    IREN LIMITED 0.0418 44.02
    ALPHABET INC 0.0363 316.71
    HYDROGRAPH CLEAN POWER 0.0353 5.39
    APPLIED DIGITAL CORP COM 0.0337 21.49
    LOCKHEED MARTIN 0.0316 651.15
    NVDA MAY 15 2026 $195 CALL 0.0307 12.96
    PLANET LABS 0.0306 39.39
    GILAT SATELLITE NETWORKS 0.0305 14.65
    CHECK-CAP LTD 0.0304 1.83
    IMMUNITYBIO INC COM 0.0264 8
    ASML HOLDING 0.0236 1470.97
    BROADCOM 0.0217 346.04
    NEW HORIZON AIRCRAFT LTD 0.0194 2.3
    ARISTA NETWORKS 0.0179 153.81
    DATAVAULT AI 0.0158 0.77
    CITROTECH INC. 0.0143 8.81
    IONQ INC COM 0.0126 43.62
    JOBY JAN 15 2027 $15 CALL 0.0107 3.83
    FEMASYS INC 0.0089 0.56
    JOBY JAN 15 2027 $20 CALL -0.0065 2.61

    37yrs old. Medium to long-term investing horizon. I'd love advice on if/how I should rebalance my portfolio.
    byu/Namaste_Habibi instocks



    Posted by Namaste_Habibi

    6 Comments

    1. Sermos5 on

      This is the type of stuff you go to a financial advisor for when it’s this specific to your situation. No one here knows your personal risk tolerance to rebalance your portfolio of 20+ holdings.

    2. Potential_Salt_5780 on

      After a brief scan, you have way too many tech stocks especially very risky ones. If and when the market tanks you will be in a world of hurt.

      I would transition more towards VOO or VTI. If you like tech then QQQ. I was very heavy on tech as 95% of my portfolio was AAPL from 2007. I slowly sold over the past 3-4 years now more than half of my holdings are broad market ETFs. If you like trading then use like 5% of your portfolio to invest in high risk/reward stocks.

    3. leaning_on_a_wheel on

      Basic advice is to keep most or all of your investments in broad index funds

    5. BuzzardChris on

      no advice, but this feels like a lot of individual stocks.

      diversification is good, but are you able to keep up with the news on this many companies?

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