I wanted to refresh my wife's portfolio and not just put it into an MSCI World or FTSI World. So I asked ChatGPT how I can set up a savings plan with the following conditions:
Individual positions < 10%
Individual stocks: Siemens AG, Microsoft, BTC and gold
Defense industry
Construction and infrastructure sector
Momentum
Robots sector
AI sector
Nuclear industry
The following constrellation came out at 2x200€/month:
Individual stocks: 32%
8% Siemens AG $SIE (+0.05%) 2x16€ =32,00 €
8% Microsoft $MSFT (-0.64%) 2x16€ =32,00 €
8% Bitcoin $BTC (+0.03%) 2x16€=32,00 €
8% Gold $WGLD (+0.89%) 2x16€=32,00 €
ETFs 68%:
20% multifactor ETF $IBCZ (-0.9%) 2x 40€ = 80€
12% Robotics ETF $AAKI (-1.91%) 2x 24€ = 48 €
12% AI ETF $INTL (-1.62%) 2x24€ = 48 €
12% Nuclear ETF $NUKL (-0.87%) 2x24€ = 48 €
7% Infrastructure ETF $EXV8 (-0.57%) 2x14€ = 28 €
5% Defense ETF $ASWC (-0.43%) 2x10€ = 20 €
Why all this:
The selection offers better access to momentum in the short, medium and long term and less vola in the overall picture. A total of 570 companies are included and 2 assets.
I would be very happy to receive feedback or suggestions. Thank you!