Ciao everyone, I’m building for a 20 year horizon with no need for liquidity, so I’ve shaped the portfolio to be very growth oriented. Right now it looks like this:
Broad ETFs – 23.7%
- $IWDA (+0.1%) – iShares Core MSCI World 20.7%
- $EIMI (+0.3%) – iShares Emerging Markets 3.0%
Sector ETFs – 31.1%
- $CSNDX (+0.09%) – iShares Nasdaq-100 10.9%
- $BNKE (-1.55%) – Amundi Euro Stoxx Banks 16.1%
- $DFEN (+0.21%) – VanEck Defense 4.1%
Crypto ETPs – 24.6%
- $BTIC (-1.83%) – Bitcoin 13.8%
- $CETH (-3.29%) – Ethereum 5.6%
- $ALTC (-2.56%) – Altcoin basket 5.3%
Stocks – 20.6%
- $AAPL (+0.14%) – Apple 1.6%
- $AMZN (-0.02%) – Amazon 1.6%
- $MSFT (+0.46%) – Microsoft 1.6%
- $NVDA (-0.03%) – Nvidia 1.8%
- $GOOGL (+0.28%) – Alphabet 2.5%
- $AMD (-0.14%) – AMD 1.2%
- $PLTR (-1.18%) – Palantir 1.4%
- $HOOD (-0.57%) – Robinhood 1.5%
- $UNH (+3.31%) – UnitedHealth 1.5%
- $LLY (-0.99%) – Eli Lilly 1.4%
- $NOVO B (+3.97%) – Novo Nordisk 2.6%
- $RHM (+3.94%) – Rheinmetall 1.9%
I’d love your input: does it make more sense to sell $CSNDX (+0.09%) (Nasdaq) and redistribute into $IWDA (+0.1%) plus my stock picks, or to sell most of the individual stocks and simply keep $CSNDX (+0.09%) to reduce overlap and simplify the portfolio? I’ve also decided to cap crypto at 25% to keep volatility in check, but do you think it makes sense to fine-tune the allocation inside crypto, or just leave it as it is?
