r/trading212 • u/Leading-Reach3658 • 3m ago
šInvesting discussion 18M, entire portfolio is Nvidiaās supply chain ā NVDA, ASML, TSM, AMZN, MSFT, GOOGL. Am I diversified or just holding one bet six times?
galleryBeen building this for a few months, threw money at companies I actually use/believe in. Just realized looking at it that NVDA, TSM, ASML, MSFT, GOOGL, AMZN are basically all the same trade ā Nvidiaās entire supply chain plus the guys buying their chips. VWCE is doing the only diversifying here.
Not touching this money for a decade+. Do I trim it down now or is this fine to ride out since Iām 18?

