Personal Investments • Traditional IRA - ETFs and Dividends

I'm in my 30s with a traditional IRA. My income is below $50K. I started investing this year but I have been contributing to my IRA for about 5 years. and would like to grow my IRA until I'm 65-67. I need your opinion on my portfolio and whether I should sell SCHG, JPM, JEPG and SPYI.

Note: I spent 100% of my IRA on these below:

60% VOO Vanguard S&P 500 ETF
30% SCHG Schwab US Large-Cap Growth ETF
2.5% JPM JPMorgan Chase & Co
2.5% JEPQ JPMorgan Nasdaq Equity Premium Income ETF
5% SPYI NEOS S&P 500 High Income ETF

Thanks for your help!

Statistics: Posted by fraises — Sun Jan 12, 2025 12:08 pm — Replies 12 — Views 281

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