
24 Years Old, IT Consultant, Portfolio Breakdown
24 years old, college graduate, PMP certified, working as an IT Consultant. Looking for some feedback on my current portfolio.
Roth 401(k) Empower - contributing 20%, employer contributes 3%.
Future Set Allocations:
45% Fidelity 500 Index
13% Fidelity Mid Cap Index
13% JPMorgan Mid Cap Growth R6
10% MFS Value R6
9% Janus Henderson Global Tech Innovation N
5% Fidelity Small Cap Index
5% JPMorgan Small Cap Value R6
Roth IRA Fidelity - automatic bi-monthly contributions ($625/month)
Set Allocations:
60% VOO
20% QQQM
10% AVUV
10% VXUS
Taxable Brokerage Fidelity - automatic bi-monthly contributions ($150/month)
Set Allocations:
40% VTI
20% VXUS
10% QQQM
5% AMZN
5% UNH
5% JPM
5% MSFT
5% PLTR
Robinhood Brokerage - just for fun
Right now I'm in ALT and Netflix. These are just conviction plays and my way of getting "fun" out of the market.
Crypto Robinhood
Also just for "fun."
Openbank HYSA
4% APY, looking to build this to $10,000 then just let it sit.
Looking for all around advice, gauging where I'm at compared to my peers. Goal is to set myself up for retirement and be financially stable throughout life.
TIA