r/investing
How does this portfolio look?
New investor seeks feedback on a 5-10 year portfolio heavily weighted in VOO, with thematic ETFs and short-term plays on NBIS.
- Long-term optimism across multiple thematic sectors like quantum, grid, water, and rare earths
- S&P 500 remains a solid, hard-to-beat core for long-term wealth building
- Concerns that the current high growth trajectory in the semiconductor sector cannot be sustained
Hello! I’m a relatively new investor, and want to get some feedback on what I’m planning on investing in. I’m looking to build a portfolio where I can let my money sit for the next 5-10 years and not worry too much. All of these are areas I imagine will grow in the next few years.
I am about to put some cash into:
60% VOO, just because it’s the SP500, it’s pretty hard to beat
8% QTUM, because I believe quantum is going to become a big deal and become more applicable in the years to come.
8% GRID, to get exposure to power grid and energy storage infrastructure.
8% PHO, because water is obviously an essential resource, and only going to get more scarce.
8% REMX, rare earth materials are gonna be necessary for semis, data centers, etc in the next years.
8% SMH, just to get some semiconductor exposure, nothing too much because I can’t imagine the current growth can continue.
I also have some money in NBIS and DRAM, but am looking for a shorter-term play on those.