There you go to the trouble and write you under your old portfolio feedback from yesterday under another name tips that are longer than your own post and you do not even get a reaction or a comment. Your portfolio you have already adjusted something, at least as far as the many World ETFs and S&P500 IT and NASDAQ. Also, BlackRock is no longer your largest position, but the S&P500. That makes it at first glance no longer quite so bad and goes in the right direction! Remains exactly what @Krush82 has said. With the titles you can start, question the individual sector ETFs and look at the contribution of @RoronoaZoro https://app.getquin.com/activity/BbSKGwKWfW?lang=de&utm_source=sharing I also stock a sector ETF but the contribution provides the right food for thought to question them.
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@Fabzy so thank you You would save the etfs so more Because I would like to keep them in the different sector areas
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@Kingofstocks @Kingofstocks I don't think Fabzy meant to say that you should save more for all ETFs. There are quite a few. If you want to make the sector bets absolutely, I would limit myself to 1-2 and weigh each with about 5%. Because if you are right with your bets, there should also be a corresponding impact. But first think about which strategy you really want to use. If it should be the Core Satellite ETF strategy, then you don't need 10-15 single stocks in your portfolio. Because even there the effect fizzles out at 1 percent and less weighting.
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@Kingofstocks I am now referring in general to the Energy, Clean Energy, Robotics and Future Mobility ETF: for me, I would not invest in them, as they do not fit into my strategy. These are all future topics, no question, but I have built up my portfolio a bit differently and I expect my outperformance compared to a standard world from other values. Meanwhile, I prefer to look at individual stocks and look there for good prices to buy targeted, instead of investing via a savings plan. Exception is my $RBOT, but I had written a separate article. So why do I tell the whole thing, because I can speak only for me and my strategy in my portfolio. For me, risk tolerance, country distribution and fees still play a role, which is why I no longer add a new title. But that can look very different for you. With regard to the ETFs mentioned above, I would ask myself the following questions: - what do I hope to achieve by investing in this sector? - over what approximate period of time do I want to invest in the ETFs? - do I want to cover the entire sector and thus be satisfied with an average return for the sector or do I find individual companies in it more exciting and more profitable? You still have many years of investing ahead of you and perhaps one or two others will comment that sector ETFs are stupid. But I think if you have looked at these things and you expect something from them, then you can do it that way. In a year you might be sitting in front of your portfolio and questioning your positions again. Find your strategy, which takes time and experience to find and you are now doing 😉
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•@Fabzy In my opinion, all these sectors still have great potential, but are designed for long investment periods I prefer to go with a total etf, because individual companies / shares in this area fluctuate very strongly and I prefer to go so on a total package
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@Fabzy wow, good that you exist! Such detailed comments and explanations are worth their weight in gold 🤩
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