My current investment is 2 NOBL, 2 VTI, 3 VSUX and 1 SBUX and my contribution is 1448


Aime
Based on the information provided, I can offer some insights into your current investments and provide recommendations for potential gains:
- Current Investments: You currently hold shares in NOBL, VTI, VSUX, and SBUX. NOBL and VTI are index funds that provide broad exposure to the U.S. stock market, while VSUX is a leveraged technology ETF that aims to provide capital appreciation. SBUX is a single stock investment in Starbucks Corporation.
- Portfolio Analysis: Your portfolio consists of a mix of index funds and a single stock investment. The index funds provide exposure to the overall market, while the leveraged ETF and the single stock investment offer the potential for capital appreciation. However, the performance of the leveraged ETF will be influenced by the overall performance of the technology sector, and the performance of SBUX will be influenced by the financial health of the company and the broader retail environment.
- Potential Gains:
- Index Funds: The VTI fund has historically provided solid returns, but the potential for gains will depend on the overall performance of the U.S. stock market. NOBL, being a large-cap value fund, may offer slightly different returns than VTI, but the gains will still be influenced by the performance of the large-cap value segment of the market.
- Leveraged ETF: VSUX is a leveraged ETF, which means it aims to provide capital appreciation in excess of the underlying index. However, the performance of leveraged ETFs can be volatile, and the fund may underperform during market downturns.
- Single Stock Investment: SBUX is a single stock investment, and its performance will be influenced by the financial health of the company and the broader retail environment. Starbucks has a strong brand and a history of dividend payments, which can provide a stable income stream.
- Recommendations:
- Diversification: Given your current investments, I recommend considering additional investments in different sectors or asset classes to diversify your portfolio and reduce risk.
- Target Date Fund: If you are looking for a more hands-off approach, you may consider investing in a target date fund. These funds automatically adjust their asset allocation based on your target retirement date, becoming more conservative as you approach that date.
- International Exposure: You may also want to consider adding international exposure to your portfolio through an index fund or ETF. This can help diversify your portfolio beyond the U.S. market and potentially provide additional growth opportunities.
Remember, the performance of any investment will depend on market conditions and the specific investment strategy you choose. It's important to review your investment goals, risk tolerance, and overall financial situation to make informed decisions about your portfolio.
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