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r/investingr/investing· u/KoreanMilkis· 5d ago 7

Overlaps, clean up portfolio?

Investor summaryNeutral

Author seeks advice on simplifying their portfolio by selling overlapping ETFs and reducing semiconductor exposure.

Post body

Current holdings: AAPL, FCX, LAR, NVDA, PLTR, QCLN, QCOM, QQQM, RSP, SMH, SOFI, SPYD, SPYG, TSLA, VOO, VTI

ROTH: FZILX and FZROX

Ive noticed I have a lot of etfs that overlap such as (VOO, VTI, QQQM, SPYG, ETC)

And semiconductor exposure like SMH, NVDA, QCOM

I am planning on selling these below:

\- LAC (loss)

\- QCLN (loss)

\- Sofi (loss)

\- RSP

\- SPYD

\- VTI (Keep VOO)

\- SPYG (Keep QQQM)

Does this cleanup make sense? Any recommendations or feedback?

My losses are very minimal likes less than $100 combined. Just wanting to figure out a tax efficent method to clean my portfolio if needed.

Thank you!

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