Very nice depot and relatively clear for the sum. 💪
* Have you set yourself a specific allocation of ETFs / regions?
* How do you see your US weighting?
Without seeing it exactly, I suspect a larger US and tech overweight (S&P500, individual stocks and MSCI World).
On the other hand, you could split the portfolio from the "core" into two parts:
a) MSCI + EM
b) SP500 + Stoxx600 + EM
All in all, a portfolio with structure and a roadmap 💪 Keep it up!
* Have you set yourself a specific allocation of ETFs / regions?
* How do you see your US weighting?
Without seeing it exactly, I suspect a larger US and tech overweight (S&P500, individual stocks and MSCI World).
On the other hand, you could split the portfolio from the "core" into two parts:
a) MSCI + EM
b) SP500 + Stoxx600 + EM
All in all, a portfolio with structure and a roadmap 💪 Keep it up!
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•@MoneyISnotREAL The US Hyperscaler overweight is intentional because I have a lot to do with it professionally. Otherwise, I have reduced my US share recently. Currently below 55% and I will probably reduce it to below 50% (especially with more BTC and gold)
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