QQQM and XLK sale or what ?

I’m wondering if I should go heavy on QQQM and ignore XLK for now, or a little of both? I’m about 50% of my net worth into the market and plan to DCA while my portfolio bleeds.

There’s about 30% overlap in XLK/QQQM, which is fine.

I’m pretty heavy into the Nasdaq already, and my boring SPLG, S&P 500 stays idle with about 20% invested. 20% BTC, and a few other singles.

Thoughts?



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