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Can't see any direct strategy in the individual positions. It is a mixture of crypto, German companies and some US growth.

You may not like my personal opinion on your ETFs, but ESG is unfortunately a scam. It's supposed to be a socially responsible or environmentally friendly investment, but if you look at the positions you'll find companies like ExxonMobil, Chevron, Rheinmetall and so on. Why? Because investors still primarily want to make money.

I would really take another look at where I want to go with the portfolio and how, and liquidate or further expand positions accordingly.
@Variett Thank you very much! In terms of individual positions, I want to liquidate the German companies except for $ALV in the short/medium term as mentioned. The focus should be more on tech, AI and crypto in the future. I am saving the ETF as a safe(r) bank for at least the next 10 years. I understand your opinion on ESG, it is part of this OSKAR-90 ETF and that's why I can't get rid of this ESG ETF specifically
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