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Unbalanced stock portfolio's?
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Dan Loehr
Posted 4/25/2026 09:29 (#11628183)
Subject: Unbalanced stock portfolio's?


Holland, Indiana (SW IN)
Was wanting to buy some land didn't happen --done planting waiting for rain --some time on Saturday morning

Started studying through my IRA and my personal holdings

Trying to figure out why up so much --I'm a put money in a mutual and mostly forget about it investor
"Fidelity Select Semiconductors" FSELX owned it for years is well over 50% of my money now
Looking through other Mutuals seems NVDA is held in all

When will the run up on semiconductors end -(Black Swan) -
checked AI
Taiwan makes 90% of semiconductors, China wants to own Taiwan and overproduction mentioned

changing my mix? seems like killing the Goose laying golden eggs
Golden goose been laying those golden eggs for well over 10 years

What says AgTalk
FWIW I'll be 72 in a couple weeks "no needs or wants"

Dan
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