

US Equity Investment Portfolio
Hey guys, I'd like to get some insights and advice on my U.S. equity portfolio.
About me:
- 25M, working in Banking/Finance
- Started investing: June 2024
- Investment horizon: 20 - 30 years
- Goal: Potentially live off dividends long-term (still thinking about this)
- Strategy: DCA-ing PHP 30k/month, long term, aggressive
What I'd like feedback on:
- I'm currently heavy on AI and semiconductors how would you restructure given the current uncertainties?
Feel free to add more, helpful insights are much appreciated!
Edit:For people dm’ing and asking this platform is gotrade. Can use my referral code 667650 (hehehe)