Austin Lieberman's avatar
$457.1m follower assets
Major Allocation Shift to Growth
I've had about 15% invested in Dividend style companies that have been relatively protected from the recent volatility.

This morning I'm adjusting my allocation to 82% growth and 8% Crypto ($GBTC $ETHE)

Largest positions will be $AMZN $GTLB $TSLA $SNOW

Anyone else making allocation adjustments to/away from growth? What's your rationale?

Alberto Sigismondi's avatar
I’ve been tempted, but I’ve decided to keep my weight untouched at about 50 DRIP - 50 growth. My RE portfolio grows by itself at this point so no need to add. Also my 401k and IRAs are dividend driven also.

At 48, health permitting, I plan to keep adding new money to both for at least 5 to 8 years (love my job!) and then leverage dividends to reinvest.

Conor Mac's avatar
What's the reasoning for getting long one factor again?
Austin Lieberman's avatar
@investmenttalk high-quality "growth" stocks have sold off to a point where the R/R is very good. My dividend stocks were relatively stable so feel good with reallocated because of my time frame, future contributions coming into the portfolio, etc
Joshua Simka's avatar
How long had you owned the dividend stocks, @austin? Do you feel the risk of holding those and the research you put into them was worth it compared to the option to just hold cash?
Austin Lieberman's avatar
@tomato great questions Josh. I started this portfolio February 15, 2022 and intend to contribute twice a month for the next 10 years. That's important context.

So I had a chuck allocated towards dividend stocks because I didn't think the risk/reward was as compelling in the growth companies I owned.

As the growth companies have sold off, I trimmed the dividend bucket and allocated more towards growth.

No idea what happens short term, but I believe in the business I own on a 3+ year time horizon.

I will continue tracking a watchlist of my favorite dividend stocks because at some point (maybe 8 - 10 years from now at this rate) the pendulum will swing back to where there's less opportunity in growth and more in value/dividend...but we are FAR from that... my opinion only
Yair Spolter's avatar
@austin can you tell us more about why $SNOW is on the top of this list?
Yair Spolter's avatar
@austin wondering what you think of $U, especially at its current price. Any chance it will make it to your portfolio here, and if not, why not? Loving your videos - Thanks!