My Current Portfolio

Ticker Allocation
VOO 20%
SCHG 20%
GLDM 30%
AMD 10%
EL 10%
CEG 5%
TMUS 5%

CEG: Constellation Energy

TMUS: T-Mobile

AMD: Advanced Micro Devices

EL: Estée Lauder

VOO: Vanguard S&P 500 ETF

SCHG: Schwab Large Cap ETF

GLDM: SPDR Gold MiniShares Trust

Conclusion

If I did not own any of these stocks and ETFs today I would buy all of them again, with the exception of TMUS since it is overvalued. Thank you sincerely Dan 07/22/2025