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what you guys think of 40% sp500, 40% SEMG, 20% tech stocks as nvidia ??? for a portfolio for 5 years to 10 years maybe even more
what you guys think of 40% sp500, 40% SEMG, 20% tech stocks as nvidia ??? for a portfolio for 5 years to 10 years maybe even more I know is very tech based and dependent on nvidia stock for semg so almost 50% of portfolio but it is a monopoly for ai with a great moat for now and not even deepseek could hide they needed nvidia chips to build any model. i think the cons of this portfolio is really nvidia as if they invent another method for ai that dont need nvidia gpus or cuda or even ptx i will need to sell nvidia and mayby semg will go down allot as its major stock is nvidia. What you guys think? tech stocks are google, nvidia, amd and others ps : I bought nvidia at the deep seek price...5
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