How should I structure my portfolio?
I am quite young and fully prepared to take high risks, even to the point of being willing to lose my entire investment. I have strong faith in the era of technology and semiconductors, which is why I hold QQQM and SMH in my portfolio. QQQM acts as a bit of a safe haven for me, whereas SMH was chosen for its aggressive growth focus in the semiconductor/tech sector.
However, how can I build a complementary framework alongside them? Instead of overly defensive ETFs like VOO or VT, I want to focus on more aggressive ETFs or individual stocks for the long term.
If you were in my shoes, what would be the best way to complete this portfolio? I will be allocating 50-60% of my capital to QQQM and SMH. I will not sell anything in my portfolio for at least 5 years, and I will continue to make additions.
(If my ideas are completely wrong, please don't be rude. I am trying to build my future, and I know I might be asking some stupid questions.)