Hi! It’s a solid portfolio, I agree with you that all those sector ETFs are maybe too many.
I would probably get rid of the e-cars one, also the aex. Energy has already a big correlation with Exxon, I would wait out short term possible jumps due to Middle East tensions and then get rid of it.
Financials also, but at the end of the year. You could pick a couple of solid players with the amount and save them some more. Like Visa/Mastercard or even Berkshire
Healthcare, due to its defensive nature, I would keep instead
I would probably get rid of the e-cars one, also the aex. Energy has already a big correlation with Exxon, I would wait out short term possible jumps due to Middle East tensions and then get rid of it.
Financials also, but at the end of the year. You could pick a couple of solid players with the amount and save them some more. Like Visa/Mastercard or even Berkshire
Healthcare, due to its defensive nature, I would keep instead
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•7Mon
@deodorhunter Thanks a million! Very clear
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