Please Rate my portfolio — too many holdings? Looking for cleanup feedback
Looking for general feedback on my portfolio structure.
I feel like I may have too many individual positions, and I’m considering simplifying over time by trimming lower-conviction names and moving more into higher-conviction holdings or broader ETFs.
I made a holdings carousel sorted roughly largest to smallest. I removed account details, share quantities, and personal info.
Main questions:
Does this look too scattered?
Are there obvious sector concentration issues?
Which types of positions would you clean up first?
Would you consolidate smaller 1%–ish positions into ETFs or higher-conviction names?
Is this too many individual holdings for a long-term portfolio?
I’m not looking for personalized financial advice — just general feedback on structure, concentration, and cleanup ideas.
Thanks. Honest feedback appreciated.