Portfolio Feedback | Long-Term Offensive Investor (28 y/o, €80k) 📈🚀

Hi everyone,

I’m 28 and planning to invest €80,000 with a long-term, offensive strategy. I’m aiming for broad global diversification, focused on both value and growth. I’m totally fine having 60–70% of my portfolio allocated to the U.S. and with exposure to emerging markets as well.

Here’s a rough outline of the allocation I have in mind:

30–40%
Nasdaq 100
$EQQQ (-0.23%)
$XNAS (-0.22%)
$CSNDX (-0.23%)

15–25%
S&P 500
$VUAG (+0.04%)
$CSPX (+0.03%)
$SPYL (+0.01%)

10%
World ex US
$WEXU (-0.2%)
$IE000R4ZNTN3 (+0.05%)
$EXUS (+0.04%)

10%
Small Cap US Value
$ZPRV (+0.61%)

5% Small Cap World $WSML (-0.01%)
$ZPRS (+0.02%)

5% Emerging Markets (EM)
$EIMI (-2.18%)
$XMME (-2.59%)

5%
EM Small Cap
$SPYX (-1.48%)

5–10%
India UCITS ETF
$FLXI (+0.02%)
$QDV5 (+0.11%)

Additionally (5-10%), I’m considering adding one or two of the following ETFs – would love your thoughts on which one(s) you’d choose and why (or not):

• $SMH (-4.22%) | VanEck Semiconductor UCITS ETF
• $RBOT (-1.34%) | iShares Automation & Robotics UCITS ETF
• $AIQG (-0.01%) | Global X Artificial Intelligence UCITS ETF USD Accumulating
• $XDWT (-0.44%) | Xtrackers MSCI World Information Technology UCITS ETF

Finally, I’m thinking of picking around 10 individual stocks as a satellite component. Any suggestions? 🚀

Curious to hear your feedback:

• What do you think of this ETF setup overall?

• Would you add or remove anything?

• Would you tweak the allocation? If yes, how and why?

I prefer accumulating ETFs only, and I plan to add €1,000–1,500 every month going forward.

Your thoughts are much appreciated! 🙏🏼😀