6Mon·

HI!

I want to share with you my portfolio and my new monthly PAC balance of €750 with a long-term goal:

60% (450€) $IWDA (+0.47%)iShares Core MSCI World

20% (150€) $XAIX (+1.48%)Xtrackers AI and Big Data

10% (75€) $WSML (-0.48%)iShares MSCI World Small Cap

10% (75€) $EMXCiShares MSCI Emerging Markets Ex China (before $CEA1 (-0.51%) )

I plan to reduce NVIDIA share in the near future.

What do you think? Does it seem well balanced to you?

Would you change anything?

Thank you!

#etf
#pac
#etfs
#stocks
#portfolio

6 Comments

5Mon

I would say there's too much ai and big data, its always more risky, because its a sector within a sector.
Im not sure you can reduce nvidia, since its one of the biggest companies in the world in any global market etf.
But I would say you are fine, I just woudnt invest more in Ai and big data. Invest in world and s&p mostly

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Frank@Frank_

5Mon

@Darknoites yes the ai is a sector that I really like, I'm a developer so I'm probably too influenced by that. I still made a portfolio rebalancing, I'm "new" in the investment sector (I've been investing for 1 year) so I'm still looking for my strategy. 😁
Thanks for the support 💪

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Nuno A.@Darknoites

5Mon

@Frank_ i am one too, and I also have a bit in ai and big data, not as much as you, but same thinking, still a bit afraid.

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Riccardo@Wiski03

5Mon

hello, for now stocks under 1,000 euros are useless, with this capital I suggest you just jump on world and every weekend take a 'look at macroeconomic data.

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Frank@Frank_

5Mon

@Wiski03 hello, thanks for the advice. Would you say then to continue with the pac without adding individual actions?

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Riccardo@Wiski03

5Mon

@Frank_ yes (ishare world). You could argue back to me that you destroy diversification that way and in the event of a crisis your portfolio suffers, but I can tell you tell me any U.S. financial crisis that didn't have global repercussions. So at most you can do 70% 30% bond and if your accumulation plan is substantial then that would be fine as a thing. I would recommend 65% world 30% bond and 5% commodities. Of course always keep some cash aside for a possible drop in the stock markets.

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