I am pretty vanilla overall….index investing with a value tilt mostly….. 50% VOO/SP500 funds in 401k, 25% QQ (Nasdaq… large-cap growth), 8% VOE (mid-cap value), 4% VEU (International EX US, USD hedged, 3% Gold ETF (GLDM) 10% "fun investing money"….aka…." scratch the itch bucket" aka….my little anchor lol.
Been having a little fun with my "fun investing money" portion after the big drops today. Sold down some conservative equity position (not 100% sold off). I sold some VOE and GLDM (gold), a little FSLR (First Solar)….and risked up with tech/chips…..picked up NVDA, TSM, EWY (South Korean ETF…that country makes a lot of RAM for the world), and a little QQQ with what I had left over.
Anyone else make any playful bets today?
