Hello everyone!
Small introduction: very new to getquin and "focussed" investing. 34 years old, Belgian, and I have done some very small investing (buying stocks, bonds, crypto) in the past few years, but never gave it too much thought and effort (total below 4 figures and did not have the time (work and 3 kids :-)).
Being self-employed, last year brought some large shifts. I have some spare time and am investing around 50k at the moment (which is a lot for me compared to some other portfolios I see here on getquin these past few days). I find myself enjoying following the markets and reading up on technical analysis a lot. Definitely not in this for day trading, but for the long term.
So goals: long term + have something better than the savings account our bank offers (which is not that hard).
I know myself and I get “enthusiastic” quickly about something, so in order to keep me from investing everything into crypto for example, I set these percentages for the ETFs, stocks and crypto I am investing in. This allows me to see where to put new money or what to buy next. Definitely keeping me from dumping everything into $BTC (-2.73%) at the moment :-).
What I am looking for, honest advice or feedback on this strategy and percentages. I am in the tech business myself, partially explaining the tech heavy focus. Again, I enjoy watching the markets and taking some risk, hence not going 100% $IWDA (-0.63%) or other single world ETF strategy ;-).
Thank you!
WORLD (30%)
25% $IWDA (-0.63%) to cover the developed world
5% $EIMI (-0.94%) to cover the emerging markets
S&P500 (30%)
20% $CSPX (-0.54%) to track main S&P500
5% $XLKS (-1.04%) for heavy tech focus
5% $GMVM (+0.39%) for sustainable focus
TECH THEMATIC (10%)
5% $CSNDX (-0.73%) to track nasdaq
5% $SEMI (-0.43%) focus (AI) tech
REGION (10%)
5% $IJPA (-0.39%) tracking Japan due to personal interest
5% $CSSX5E (-0.16%) focus on EU
CRYPTO (10%)
OTHERS (10%)
5% $PHGP (-3.79%) tracking gold for stability and fun
5% small stocks combined, personal interest in specific companies