u/Financial-Ad-5416

I’m currently taking a Personal Finance & Investment Class (shoutout to Professor Senko) at my local community college and thought I’d open and transfer funds to my Schwab brokerage account. I’m relatively new to this (I have a managed portfolio through SchoolsFirst FCU/LPL Financial), but I thought I’d pick and choose some companies/stocks I feel high on. I used Claude to help me choose and allocate my portfolio. Any recommendations on my current setup or suggestions on other commodities? Since taking this class, my risk tolerance has grown, and I’m hoping to capitalize on this current market for the long term. Other than that, I’ve had my Roth IRA with Schwab for 3 years, maxing it out on SWPPX. Any thoughts on this account, too? Greatly appreciate all the posts I’ve read and thank you guys in advance for any comments/feedback.

I’m currently taking a Personal Finance & Investment Class (shoutout to Professor Senko) at my local community college and thought I’d open and transfer funds to my Schwab brokerage account. I’m relatively new to this (I have a managed portfolio through SchoolsFirst FCU/LPL Financial), but I thought I’d pick and choose some companies/stocks I feel high on. I used Claude to help me choose and allocate my portfolio. Any recommendations on my current setup or suggestions on other commodities? Since taking this class, my risk tolerance has grown, and I’m hoping to capitalize on this current market for the long term. Other than that, I’ve had my Roth IRA with Schwab for 3 years, maxing it out on SWPPX and sprinkling in SWSSX and SWISX for diversity, if you can call it that. Plan on continuing this path every year unless something changes. Any thoughts on this account, too? Greatly appreciate all the posts I’ve read and thank you guys in advance for any comments/feedback.