Ask Terry Questions What should my portfolio look like

What should my portfolio look like

By Terry Savage on October 14, 2025 | Investments

I’m 69 years old. What should my portfolio look like.
I have $298,000 in my portfolio. $150k is in NIDIA. 50% is all in NVDIA, about 20% is CD’s, and mutual funds. Please tell me where I should put my money. Not sure how to split it.

Terry Says

I think you have a lot of exposure to tech for someone your age. But maybe this is only a small part of your money, and you wouldn’t mind losing half of it in a bear market?

To get a competent and unbiased review of your portfolio, advice you can trust, and importantly a larger picture look at your retirement income planning, I suggest you do this:
https://www.terrysavage.com/pam-krueger-wealthramp/

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