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Is BRK-B a buy right now?
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Chief
I would combine most of those current overlapping holdings (especially the managed funds which likely have high fees for no better return) into one or two funds (VOO / VTI) and put the new money in that.
Chief
Acorn and BNY
The top 4 Vanguard funds have massive overlaps. You might want to clean them up into one. The managed funds should also be eliminated unless you really love them for a reason.
Pro
Sorry, yes. I meant personal Roth IRA.
VTI VUG VGT
VOO all day baby
Why aren't you using FNILX or FZROX if you're in Fidelity?
Put in VOO - 80% and VBK - 20% otherwise
Agree with EYP1, FNILX is a good choice with zero expense that tracks to S&P 500 identical performance.
I would not invest in growth right now (VGT, VUG) and wait with that or Penfield reallocate to that after fed rates increase is done later this year (with possible market correction).
Right now I would play simple and put everything into VTI or VOO
Just do 💯 VTI
My focus sectors for this year are financial services, energy and real-estate. Any things else would be large cap value stocks. I am already holding a lot of tech and growth stocks in my portfolio.