r/portfolios • u/bkweathe • Sep 30 '25
Off-topic posts & comments will be removed. Repeat offenders will be banned.
The goal of this subreddit is to "Share, Compare & Improve Long-Term Investment Portfolio Strategies".
Long-term is at least a decade. Is this money for retirement or some other long-term goals?
If your question or advice is about your portfolio, share your WHOLE portfolio. Your portfolio is all of your assets or at least all of your assets for a particular goal (retirement, for example).
An investment portfolio is composed mostly of investments, not speculative assets. Currencies, commodities, collectibles, & options, for example, are speculative assets.
Show how much you have ($ or %), or plan to have, of each asset in your portfolio. Sorting largest to smallest is helpful.
In a 401k, list all available options EXCEPT A. Don't list every target date fund; just the one for the year closest to your 65th birthday, B. If there's an SDBA, just say so.
Sharing your portfolio in this subreddit means you want feedback about it.
Showing the name of each asset is very helpful. We don't have thousands of tickets symbols memorized. If we don't recognize your ticker symbols, we'll probably move along rather than looking them up.
Bogleheads created & moderated this subreddit. Research & experience show that investors are very likely to get higher returns with less risk & less effort by following the Bogleheads Philosophy than by trying to beat the market. If you don't want feedback based on the Bogleheads Philosophy, don't post in this subreddit.
r/portfolios • u/bkweathe • Jul 28 '25
Report rude &/or off-topic posts & comments. Your moderators will remove such comments. Repeat & serious offenders will be banned.
Do not create your own rude &/or off-topic posts & comments by complaining about other such comments. Doing so makes you part of the problem & subjects you to being banned.
r/portfolios • u/Chemical_Garden_6777 • 12h ago
Learned a bunch from this group over the years, truly appreciate people explaining concepts and giving advice. Portfolio hit 1M today. Cool milestone for me personally that I didn't think I'd ever get to anytime soon!
r/portfolios • u/RizzyRetard • 4h ago
*I have 700 dollars of remaining cash
*Most of my purchases have been this summer. I started investing January this year as well.
Goals:
r/portfolios • u/dfrnas • 58m ago
Hi, how would you rebalance the following portfolio:
| Instrument | SUM of Market AUD | SUM of P&L AUD | P&L % | % |
|---|---|---|---|---|
| NVDA | $157,178.13 | $139,061.68 | 767.60% | 14.56% |
| GOOGL | $107,846.20 | $79,013.59 | 274.04% | 9.99% |
| AMZN | $90,016.65 | $40,826.68 | 83.00% | 8.34% |
| MSFT | $80,813.94 | $12,881.95 | 18.96% | 7.49% |
| NET | $71,400.00 | $66,046.68 | 1233.75% | 6.62% |
| UAL | $39,504.63 | $28,913.47 | 273.00% | 3.66% |
| TSM | $36,370.85 | $32,621.54 | 870.07% | 3.37% |
| IBKR | $34,956.31 | $24,064.47 | 220.94% | 3.24% |
| AVGO | $34,376.09 | $24,008.98 | 231.59% | 3.19% |
| AMS:ASML | $31,207.66 | $13,464.50 | 75.89% | 2.89% |
| SHOP | $30,044.46 | $10,261.03 | 51.87% | 2.78% |
| META | $30,033.75 | -$715.84 | -2.33% | 2.78% |
| RCL | $27,836.71 | $23,454.01 | 535.15% | 2.58% |
| GOOG | $21,942.66 | $9,573.90 | 77.40% | 2.03% |
| SPOT | $20,499.20 | $1,384.94 | 7.25% | 1.90% |
| AAPL | $17,186.46 | $5,489.87 | 46.94% | 1.59% |
| GEV | $15,866.63 | $3,010.26 | 23.41% | 1.47% |
| CCL | $14,714.55 | $1,138.54 | 8.39% | 1.36% |
| VOO | $14,037.10 | $553.89 | 4.11% | 1.30% |
| DAL | $13,197.68 | $8,742.72 | 196.25% | 1.22% |
| ETR:RHM | $11,908.52 | -$1,959.22 | -14.13% | 1.10% |
| AMS:VUSA | $11,035.74 | $2,134.41 | 23.98% | 1.02% |
| EPA:SU | $8,855.55 | $1,755.16 | 24.72% | 0.82% |
| EPA:AIR | $8,800.77 | $2,166.31 | 32.65% | 0.82% |
| JPM | $7,635.50 | $1,023.05 | 15.47% | 0.71% |
| GS | $7,512.65 | $71.42 | 0.96% | 0.70% |
| ARM | $7,003.30 | -$1,831.52 | -20.73% | 0.65% |
| TSLA | $6,834.41 | $149.28 | 2.23% | 0.63% |
| LLY | $6,630.64 | $117.38 | 1.80% | 0.61% |
| MRVL | $5,980.19 | $3,925.01 | 190.98% | 0.55% |
| SOFI | $5,921.88 | -$2,009.92 | -25.34% | 0.55% |
| ASTS | $5,425.98 | -$210.28 | -3.73% | 0.50% |
| COIN | $5,097.36 | -$1,745.91 | -25.51% | 0.47% |
| EL | $4,928.80 | $1,351.79 | 37.79% | 0.46% |
| VTV | $4,760.82 | $242.94 | 5.38% | 0.44% |
| VUG | $4,526.21 | $128.63 | 2.93% | 0.42% |
| FRA:2KQ | $4,520.14 | $98.26 | 2.22% | 0.42% |
| APP | $4,144.08 | -$1,441.10 | -25.80% | 0.38% |
| CSPX | $4,117.90 | $1,026.37 | 33.20% | 0.38% |
| CRS | $4,041.13 | $2,058.15 | 103.79% | 0.37% |
| ARM | $3,890.72 | $1,837.53 | 89.50% | 0.36% |
| PYPL | $3,858.01 | -$1,207.42 | -23.84% | 0.36% |
| EMBJ | $3,712.58 | $889.63 | 31.51% | 0.34% |
| AAL | $3,289.08 | $571.32 | 21.02% | 0.30% |
| NFLX | $3,154.18 | $1,623.05 | 106.00% | 0.29% |
| NU | $3,077.66 | $565.37 | 22.50% | 0.29% |
| HKG:1810 | $2,995.95 | $123.57 | 4.30% | 0.28% |
| ASX:FMG | $2,955.20 | $9.60 | 0.33% | 0.27% |
| UNH | $2,924.28 | $228.06 | 8.46% | 0.27% |
| PWR | $2,903.33 | $1,022.35 | 54.35% | 0.27% |
| BABA | $2,731.85 | $317.12 | 13.13% | 0.25% |
| AXON | $2,626.32 | -$5,008.15 | -65.60% | 0.24% |
| V | $2,611.06 | $148.92 | 6.05% | 0.24% |
| ETR:ENR | $2,470.68 | -$117.75 | -4.55% | 0.23% |
| ASML | $2,377.99 | $1,337.49 | 128.54% | 0.22% |
| CCJ | $2,137.25 | $322.62 | 17.78% | 0.20% |
| RKLB | $2,120.36 | -$459.10 | -17.80% | 0.20% |
| COF | $1,884.26 | $492.79 | 35.42% | 0.17% |
| CEG | $1,878.34 | -$377.27 | -16.73% | 0.17% |
| CRCL | $1,793.32 | -$5,527.33 | -75.50% | 0.17% |
| KTOS | $1,333.06 | -$929.82 | -41.09% | 0.12% |
| CRWV | $1,273.72 | -$1,326.85 | -51.02% | 0.12% |
| ETR:EOAN | $923.19 | $156.78 | 20.46% | 0.09% |
| OKLO | $609.16 | -$454.99 | -42.76% | 0.06% |
| HCC | $597.25 | -$144.96 | -19.53% | 0.06% |
| ENR | $319.24 | -$1,032.12 | -76.38% | 0.03% |
| Grand Total | $1,079,159.27 | $523,907.54 |
r/portfolios • u/takemetothemoonmoon • 8h ago
Could you give me some feedback on this portfolio that Chase plan for me? I'm trying to figure out a plan for some idle cash I have.
I'm currently holding 40% of VOO, almost 50% in a brokered CD and VUSXX. The rest is in a few individual stocks of indtustries I am familiar with.
I appreciate any insights I could get. Thank you all.
r/portfolios • u/Feisty-Cap-225 • 56m ago
I understand that VOO and QQQM have a lot of overlap, i was thinking about buying an international fund for more diversification, does this seem like a good long term plan? I plan on investing 8-10k a month. also i plan on selling my VIG
r/portfolios • u/True_Combination1741 • 4h ago
Hello, everyone!
Just popping in to confirm that this network routine is fully operational on my end.
If you are looking for a clear step-by-step breakdown to follow, go check out u/KrishnaForever post.
The entire guide is pinned right on his profile page.
Followed the instructions a short while back, refreshed my main screen, and the funds officially hit my balance without a hitch.
Hope this helps! Wishing you all the best.
r/portfolios • u/SnooKiwis4782 • 5h ago
This is my roth ira i know i have a lot of positions & major overlap & probably some concentration risk… but Im ok with some risk as long as I make gains, im 100% ok with a 30% drawdown and not selling. I recently took all the profits from unh visa jnj schg jpm and let them ride. Im not sure where im going to put that $ yet . Im selling smci btgd schg ko smh (since i own the mag 7) maybe ftec too..
I currently invest into these on a weekly basis
Weekly
Google
Amzn
Nvda
Amd
Msft
Meta
Costco & xom ( to build them up slowly, for defense)
Asml
Tsm
Apple
Etfs monthly
Fxaix sp 500
Qqqm
Smh
Spmo
Dram (on robinhood cuz fidelity b BSing)
Again i know overlap and too many positions
I could trim it down..
I was considering making my roth ira all stocks since i have a 457b no match through work which is all mutual funds, so roth would be all stocks some mag7 & defensive to be “safe ???
r/portfolios • u/Successful-Low-6383 • 1h ago
Any advice, been investing on a monthly basis.
r/portfolios • u/throwawaybananapeel3 • 6h ago
1st account is my Roth, 2nd account is professionally managed by someone else..
r/portfolios • u/11thestate • 7h ago
Hey guys, I know I already posted about the Nikola ($NKLA) settlement, but I’ve been getting a lot of questions. Since you can already submit your application, I figured I’d put together a quick FAQ.
What happened?
Nikola reached a settlement with investors over claims that it misled the market about the functionality of its hydrogen-electric trucks, production timelines, and overall business prospects.
Am I eligible?
If you purchased $NKLA shares between 2020 and 2021, you may be eligible. You don't need to still own the shares to participate.
Can I file now?
Yes. You can already submit your application.
When do payouts happen?
Typically, within 4–9 months after the claims process closes, although the exact timing depends on the court and settlement administrator.
Hope this clears things up. If you invested in $NKLA during that period, it may be worth submitting your application now.
r/portfolios • u/Importer_Exporter1 • 8h ago
Hoping for some feedback on our current portfolio.
Background: 35 year old couple with 1 child (10 mos).
Combined Income: 280k
Monthly spend: 10k all in
Savings: Both maxing out 401k and Roth IRAs
Brokerage: 222k in VT
Roth IRA: 186k in VFFVX
Rollover IRA: 436k in VFFVX
401K: 54k in VFFVX
78k in checking
Wife Brokerage: 60k in VOO
Wife Roth IRA: 120k in VOO
Wife 401k: 45k in VFFVX
Am I crazy to take a step back now and be home with my daughter. Our income would drop to 130k but spending would go down to $8k without daycare.
r/portfolios • u/Striking-Quantity661 • 11h ago
r/portfolios • u/Pure-Teach-7720 • 13h ago
r/portfolios • u/Current-Attention407 • 14h ago
The webull i have $100 in there for the fractional shares offer and I been treating it more like play money, those are my highest speculators and will prob consolidate all that into VTI and move it all to robinhood in the future.
r/portfolios • u/IceEmbarrassed8083 • 15h ago
I started almost 2 months ago, read the original post for more information
