I have about 10% of my portfolio in a small cap etf and 10% in a value etf. They have underperformed for a long period, and I am thinking of moving half or more of these funds to a healthcare etf like XLV, VHT, FHLC. My portfolio generally is strongly weighted in S&P 500 and in total market etfs. About 15% is in a momentum etf.
What arguments do others see for or against moving half or more of my small cap and value holdings to healthcare? After the move I am contemplating, I would have about 10% in healthcare and 5% each in small cap and value.
What arguments do others see for or against moving half or more of my small cap and value holdings to healthcare? After the move I am contemplating, I would have about 10% in healthcare and 5% each in small cap and value.
Statistics: Posted by duffer — Mon Jul 15, 2024 12:04 am — Replies 3 — Views 139