The Information Tech ETF serves to invest as focused as possible in all the compounders, I would generally prefer the equal weight variant, but unfortunately it is not yet available in Europe as far as I know. The VanEck ETF is intended to protect the portfolio somewhat from geopolitical risks, and the companies are also quite interesting and all have the state as a major customer, either directly or indirectly, which I think is a very good addition. Weighting is around 55% at the beginning and will be rebalanced as soon as the equities exceed the 80-85% threshold. In this way, I hope to take as much upside as possible and leave the equity area largely unhindered.
Like gold, the combination of bonds is intended to take out some volatility and provide an alternative cash position. However, I am considering possibly exchanging the 1-3 year bonds for BTC.
Looks good! Finally a decently diversified portfolio. But it's true, BTC is missing. Under certain conditions, BTC can even reduce the risk in the portfolio.
100 € in the Xtrackers Artificial Intelligence $XAIX (+0.11%)
I also invest €1,000 per month in growth stocks.
I am aware that some sectors in my ETFs and even shares overlap. However, as I am deliberately aiming for an overweight in the tech sector, I am following this strategy.
Imo, $IUIT recent downs are temporary. Although $NVDA is the only one of the big position showing positive results, both $AAPL and $MSFT negative incomes still aren't something to worry about in the long term. Considering I'm not looking for short term, I would give it a few more days, specially with the US elections happening and the pending Federal Reserve’s interest rate decision.
If you want to add $ASML (-1.59%) to the saving plan how would you go on in doing that?
I already have monthly saving plan 80% $VWCE (+0.17%) and 20% $IUIT (+0.28%) . For the people buying $ASML (-1.59%) are you just buying a couple of shares and then leaving it or adding it to a saving plan?
Also having $IUIT and $VWCE as main assets, started ASML as savings plan couple months ago with 50 eur/month. But somehow thinking, that right now probably tranches instead of monthly savings would be better for ASML
