On ETFs: I don't think much of regional bets. Why should the UK and Japan do particularly well? It can happen, but it doesn't have to. The NASDAQ100 is a bit different in my opinion, it is so strong that I would not consider it a sector or regional bet. However, it makes me wonder that you write about a changeover during a "lull". That's precisely when you should continue to invest, right? If you switch every time there is a medium-term price decline, that's nothing more than buy high, sell low.
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@randomdude I try to drive a diverse strategy. I'm a bit worried about this and didn't want to put my money into a world etf in a standardized way. Nothing of my current strategy is set in stone. I'm also trying to take a lot and learn.
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