After your last feedback I have revised my strategy for my long term portfolio (1000€/month via savings plans) and would like to ask for your feedback again.
Enclosed my key data:
- Core Satellite strategy with 65% MSCI World / EM (70/30 split) and 7 sector based ETFs with 5% each.
- List of ETFs and comparison to benchmark (MSCI World) in screenshot below.
- In total, the ETFs have 3122 positions and of these 92 are duplicated
- Regional breakdown 19% Europe, 52% America, 29% Asia
- Costs approx. 0.35% p.a.
- All accumulating, as 15+ years targeted
Do you see any blunders in the strategy or do you have any other suggestions for the satellites?
Nobody can predict it, but personally I am convinced that the topic of robotics & AI will become more and more important in the near future! Processes must be optimized in the future, work more cost effective & more effective🦍In my opinion, an exciting industry with potential 🚀
Very interesting ETF with manageable costs, I would say😆 I also think the criteria for selecting companies for this ETF is a good approach to obtaining potentially strong companies for the future🚀.
