Maximus Johnson said:
I need some long term semi aggressive plays you would be willing to buy and hold with 20% of your IRA cash.
I've been tinkering around with portfolio allocations and running monte carlo simulations the past month or so. I like QQQ, VGT, XLK and so far set up my future contributions to be 50/50 S&P 500 and large cap growth.
Plenty of good single stock ideas here if you want a bit more volatility. I think thematic ETFs are pretty useful, could look semis, data center, nuclear, utilities, infrastructure, etc. Sprinkle in a little GLD and IBIT for a little diversification.