How do you weight the USA now?
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6Mon
@Tenbagger2024 Good question. For me, the USA remains heavily weighted because there are simply a large number of high-quality companies here that operate globally. Many of the best companies generate the majority of their sales outside the US anyway, which provides some diversification. Outside of the US, it's hard to find similar quality companies that offer the same market penetration and stability. However, I am aware of how dominant the US can quickly become in the portfolio. That is why I have also added an ETF on the World ex USA to my ETF portfolio, simply to deliberately create some counterbalance.
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@Iwanowitsch
I could imagine that China is now trying to obtain technology from Japan and South Korea. So perhaps not uninteresting. The UK is also continuing to grow, which may also be a possibility. But you already have the 3i Group there. Otherwise Italy, where the banks are also interesting. Lottomatica has also developed well for me, perhaps something for you too. Or in the pharma sector, ypsomed is still interesting. In the Netherlands, ASML or internationale. I also find Sweden very interesting
I could imagine that China is now trying to obtain technology from Japan and South Korea. So perhaps not uninteresting. The UK is also continuing to grow, which may also be a possibility. But you already have the 3i Group there. Otherwise Italy, where the banks are also interesting. Lottomatica has also developed well for me, perhaps something for you too. Or in the pharma sector, ypsomed is still interesting. In the Netherlands, ASML or internationale. I also find Sweden very interesting
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