u/Desperate_Clue_6201

Image 1 — 29M Mech Eng - $986K - Portfolio Advice?
Image 2 — 29M Mech Eng - $986K - Portfolio Advice?
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Image 4 — 29M Mech Eng - $986K - Portfolio Advice?
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Image 6 — 29M Mech Eng - $986K - Portfolio Advice?
Image 7 — 29M Mech Eng - $986K - Portfolio Advice?
Image 8 — 29M Mech Eng - $986K - Portfolio Advice?
Image 9 — 29M Mech Eng - $986K - Portfolio Advice?
Image 10 — 29M Mech Eng - $986K - Portfolio Advice?

29M Mech Eng - $986K - Portfolio Advice?

$200K+ income. i recognize that i’m tech heavy with tons of overlap between indexes. i don’t want to sell my overlap and small positions because i don’t want to get taxed lol. any advice? chatgpt says a financial advisor / manager is not necessary rn lol. those small percentage fees will compound over time.

plan is to invest mainly into VTI going forward for my play money (RH). 401k will be 50% sp500, 50% fidelity growth commingled fund

i technically have $24k of restricted stock units for MPC that vest in october, but im not counting that lol. i guess including that i would have over $1mm but…not vested yet

u/Desperate_Clue_6201 — 6 days ago

hey guys, can i get your input on my portfolio? $200k+ salary. been super lucky on NVDIA and tech stocks, but i’m aware that i’m very tech-heavy with lots of overlap between index’s. planning to contribute mostly to VTI going forward to dilute away from NVDIA and direct tech stocks.

thanks in advance!

u/Desperate_Clue_6201 — 10 days ago

hey guys, can i get your input on my portfolio? $200k+ salary. been super lucky on NVDIA and tech stocks, but i’m aware that i’m very tech-heavy with lots of overlap between index’s. planning to contribute mostly to VTI going forward to dilute away from NVDIA and direct tech stocks.

thanks in advance!

u/Desperate_Clue_6201 — 10 days ago