Fairly new (Europan) investor here, about two years in now. My plan was originally to have a 90/10 split between an all world ETF and some individual stock on the side. Unfortunately, that rather spiraled out of control and the split is rather 60/30 at this point (with 10% in cash currently), and I'm looking to bring that average back up in favor of the ETF.

That said, I'm looking for some honest (can be brutal) feedback on my individual stock. I'm down on most of them, mainly because the last few months have been quite brutal for tech. Currently holding:

CRDO: 5% of my overall portfolio, 26% down

SE: 5% of my portfolio, 18% down

MDA: 4% of my portfolio, 31% down

PGY: 3% of my portfolio: 5% up

GTLB: 2,5% of my portfolio, 3% up

PL: 2% of my portfolio, 46% down

NBIS: 2% of my portfolio, 17% down

DRTS: 2% of my portfolio, 5% down

FSLR: 2% of my portfolio, 6% down

RDW: 1,5% of my portfolio, 37% down

RTX: 1% of my portfolio, 12% down

What I've learnt so far:

1) That I was too agressive when it came…