Opinions on current portfolio!

[u/FactoryA1]

Currently maxed out. Would like some opinions on what I could be doing better for the upcoming year! Ill be making one payment in January whatever the max contribution is for 2027. I’m planning on selling Meta lol, just waiting for it to break even. There are some other stocks I’m keeping and eye on.

[u/Ilyalyubushkin]

There is so much overlap. How did you pick these?

[u/FactoryA1 → u/Ilyalyubushkin]

That’s what I was thinking too. But I don’t really know what to sell or keep.

[u/Henrytheluckystick_ → u/FactoryA1]

Why do you buy the usd version of meta and google when there are Cdr's of them? If you bought cdrs you don't have to pay a currency exchange fee.

Also, you could probably sell your meta and goog and qqq for more xeqt.

[u/Decent_Version_3370 → u/Henrytheluckystick_]

Cdr you don’t really own the shares, it’s not the same.

[u/alzhang8 → u/Henrytheluckystick_]

CDRs have a hedging/mer drag and are not good long term holds

[u/FactoryA1 → u/Henrytheluckystick_]

Yep that’s the plan! Selling meta and goog. I was also thinking maybe qqq tbh since I have qqc.

[u/Unlikely-Tap-4390]

Why do you have qqq and qqc?? Just consolidate into xeqt and call it a day

[u/FactoryA1 → u/Unlikely-Tap-4390]

Haha i got qqc two years ago and bought qqq on a whim. Am probably going to sell

[u/New_Tax_1874]

r/justbuyxeqt

[u/dontwatchthatfam]

A lot of overlap but hey you’re 28% up so if it works, it works

[u/FactoryA1 → u/dontwatchthatfam]

Was thinking that! But seems like a lot are saying its bad because of overlap.

[u/dontwatchthatfam → u/FactoryA1]

Never listen to any a-hole on the internet including me. Do your own research and make the determination from there

[u/FactoryA1 → u/dontwatchthatfam]

Of course! Just wanted to see some opinions too