Rebalance Portfolio

Stocks A to Z
1

Hello,

I have 22% TTD in my portfolio (With stock split this stock has concerntrated and now its 1/5 of my portfolio. Same time I have only GOOG and META 2% in my portfolio. I am thinking to sell 5% of TTD and buy GOOD and META.

Since TTD is a great stock I am kind of confused if I can sell 5% of TTD and buy GOOD and META

Any suggestions would be great

Thanks

2

Sounds like a simple question, but there are so many things missing from your post. What do you want to do?

Technically, you could very easily sell some TTD and rebalance with a bit more GOOG and Meta. Do you want to, or do you have reasons to be hesitant?
How did you chose TTD to be in your portfolio, and is it still doing the stuff that made you chose it?
Are you really and active trader or are you a long term buy and hold person?
How many other stocks do you have, and do they offer enough diversification for you?
Can you live with a 50-60% pull back on your TTD position, would you panic or would you buy more at the point?
How long have you been invested, and how long do you have till you need the money?

There are so many things that are unique to each person, that there can be no one answer, especially from the random interwebz.

I own 12-15 stocks at any time. I have TTD, but no Google or Meta. I own stocks in tech, space, advertising, consumer staples, and security. I also have a managed retirement account that spans large growth, small/mid cap, international.

I am less than ten years away from needing my money, so I am moving to a more defensive stance and starting to look at capital preservation after DECADES of high risk/high growth investing. I survived a number of recessions and pull backs, but if there was one coming now, it would be badly timed for me.

So, no answer for you, but if you truly only have three stocks, you must have a reason for so few. That is a LOT of concentration, and they are all in tech world relying on a lot of advertising.

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3

The stock split has no effect on percentage of portfolio. You just have more shares each at a lower value.
22% was always roughly 1/5 of your portfolio.
@dbuffy gave a lot of good questions for you to answer.

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4

Thanks much for detailed clarification. I am about to retire about 10 years. My portfolio also heavily tech oriented like SHOP, TTD, NVDIA, APPL, MSFT, AMZN, SNPS, AMD etc and theses make about 80% of portfolio and have total 22 different stocks.

I got TTD as I like their business model and great future. But I cannot take 50% pull back for sure as I plan retire in next 10 years I want to have the portfolio in balance to the optimal level so either I can get what I want or won’t lose much .

Thanks

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