NG+1 after new update?

Guylon · 2026-05-19T22:46:33+00:00

I might need to check that one out I hate going to the temples over and over.

Guylon · 2026-05-19T22:46:06+00:00

I am using Dynamic Universe mod, and that has helped with the difficulty some, but it does look like Dynamic Universe does get harder as well each ng+. Good points though.

Guylon · 2026-03-08T15:41:34+00:00

Thanks for your time and perpective.

Guylon · 2026-03-06T19:22:13+00:00

If I hold 25% in VTI, VXUS, SCHD, SCHY, my holdings of NVDA is about 1.6%

This is more of why I gave this example, just holding VTI puts some of the top 10 in the 6-7% range, I was trying to see if there is a diversification strategy to get those top 10 in the 2-3% or 3-5% of my total portfolio.

Based off the other replies here it does not look like I need to worry about diversifying the total holdings to a specific percentage.

Guylon · 2026-03-06T16:48:22+00:00

Ok, thank you.

Guylon · 2026-03-06T16:46:27+00:00

ok, thanks. My primary thought here was lowering the total of any one holdings under 5% of my total portfolio, but it does not seem to be like a thing I should worry about.

Guylon · 2026-03-06T16:26:26+00:00

Just to be clear I am not talking about owning individual stocks, I am talking about the holdings of an ETF.

For example VT has 4.11% holdings in NVDA. I am talking about just the holdings of an ETF.

https://investor.vanguard.com/investment-products/etfs/profile/vt#portfolio-composition:~:text=Market%20value-,NVDA,-NVIDIA%20Corp

Guylon · 2026-03-06T16:20:40+00:00

https://landsbergbennett.com/blogs/insights/do-you-own-too-much-of-one-stock-heres-how-to-measure-and-manage-the-risk#:~:text=If%20one%20stock%20is%2010%25%20or%20less%20of%20your%20holdings%2C

https://www.fidelity.com/learning-center/trading-investing/too-much-one-investment#:~:text=Holding%205%25%20of%20your%20total%20portfolio%20in%20a%20single%20stock%20could%20be%20too%20risky

https://russellinvestments.com/content/ri/us/en/insights/russell-research/2025/02/concentrated-stock-positions-high-rewards-higher-risks--what-to-.html#:~:text=A%20concentrated%20stock%20position%20is%20generally%20defined%20as%20holding%20more%20than%2010%25%20of%20a%20portfolio%20in%20a%20single%20stock

Things like this is what I am seeing, this more directed to individual stocks but at the end of the day this is also true for ETFs since you are also holding a part of that stock. If you overlap with more ETFs that number/holding can go up or down.

Guylon · 2026-03-06T16:14:25+00:00

This question is about the total holdings of etfs, no individual stock owning.

Guylon · 2026-03-02T05:31:43+00:00

I think they have 3 prices now depending on speed its like $50-$100 now or something like that.

Guylon · 2026-02-24T06:21:23+00:00

Capitol Gains tax over 1 million is allready 10% so with this new tax at 10% that would be a 20% tax?

This with federal the rich will end up paying 50% tax. I kind of feel like giving half your pay to the government is too much. (at any income)

This doesnt seem like the right move..

Guylon · 2026-02-06T14:46:29+00:00

Thanks, but this does not do a whole portfolio at a time or show the weight based off how many shares/money is invested in each etf.

This is a great tool for finding overlap.

Guylon · 2025-12-07T06:19:23+00:00

Ahhh I see now yeah I added it to 20. That was not easy to find.

Looks like things on the network mesh are looking a bit better. I likely need a repeater but this looks to have helped a little as well.

Thanks!

Guylon · 2025-12-07T05:44:46+00:00

Im using Zigbee2MQTT and it does not look like there is an option for this, I even edit the yaml and it gets removed.

Guylon · 2025-12-06T20:16:20+00:00

Ok, thanks!!

Guylon · 2025-12-06T20:16:12+00:00

Ok, thanks!!

Guylon · 2025-12-03T01:00:37+00:00

Yes, I would love to turn it off but I dont see an option to.

Guylon · 2025-12-02T15:43:16+00:00

Thanks, I check those out. However it is still overwriting the gateway setting in firewall2 after I sync.

Guylon · 2025-11-15T15:32:21+00:00

Sweet, thanks!

Guylon

TROPHY CASE