80k allocation. Is this a gamble???

Intended portfolio as below, will it be a gamble?
Pls feel free to give opinion. Cheers!

MSFT
GOOGL
TSM
AVGO / MRVL
AMAT / RMBS
LRCX
RKLB
ASTS
RDW
MU / DRAM
NBIS / IREN
SLS
reddit.com
u/Few-Touch-2522 — 9 hours ago

80k allocation. Is this a gamble???

Intended portfolio as below, will it be a gamble?
Pls feel free to give opinion. Cheers!

MSFT
GOOGL
TSM
AVGO / MRVL
AMAT / RMBS
LRCX
RKLB
ASTS
RDW
MU / DRAM
NBIS / IREN
SLS
reddit.com
u/Few-Touch-2522 — 9 hours ago

80k allocation. Is this a gamble???

Intended portfolio as below, will it be a gamble?
Pls feel free to give opinion. Cheers!

MSFT
GOOGL
TSM
AVGO / MRVL
AMAT / RMBS
LRCX
RKLB
ASTS
RDW
MU / DRAM
NBIS / IREN
SLS
reddit.com
u/Few-Touch-2522 — 9 hours ago

Kindly comment on allocations

Hi everyone,

Time horizon abt 5 - 10 yrs.

Pls kindly advise if my below allocation is ok or will it be over-concentrated? All comments & opinions are welcome!

MSFT 20.0%

GOOGL 10.0%

NVDA 10.0%

TSM 15.0%

AVGO 13.5%

MRVL 1.5%

RKLB 13%

ASTS 1%

RDW 1%

DRAM 15.0%

reddit.com
u/Few-Touch-2522 — 18 days ago

Pls comment on allocations

Hi everyone,

Time horizon abt 5 - 10 yrs.

Pls kindly advise if my below allocation is ok or will it be over-concentrated? All comments & opinions are welcome!

MSFT 20.0%

GOOGL 10.0%

NVDA 10.0%

TSM 15.0%

AVGO 13.5%

MRVL 1.5%

RKLB 13%

ASTS 1%

RDW 1%

DRAM 15.0%

reddit.com
u/Few-Touch-2522 — 18 days ago

Pls comment on allocations

Hi everyone,

Time horizon abt 5 - 10 yrs.

Pls kindly advise if my below allocation is ok or will it be over-concentrated? All comments & opinions are welcome!

MSFT 20.0%

GOOGL 10.0%

NVDA 10.0%

TSM 15.0%

AVGO 13.5%

MRVL 1.5%

RKLB 13%

ASTS 1%

RDW 1%

DRAM 15.0%

reddit.com
u/Few-Touch-2522 — 18 days ago