I've been investing in US stocks and ETFs for around 18 months, starting with big tech names like $NVDA and $MSFT , plus a few broad ETFs like VOO and $QQQ . I’ve seen solid gains overall, but I often get stuck deciding when to add more to individual stocks versus just dollar-cost averaging into ETFs during dips.
What’s your approach to balancing concentrated bets on high-growth US stocks with safer ETF allocations? Any rules of thumb you follow for position sizing or rebalancing?