10Lun
You definitely need more global stocks/ETFs. Much too high Swiss share. Even if the companies are all global, it doesn't change your home bias and cluster risk. Emerging Markets Small Caps, Asia and Europe (except Switzerland) are almost completely missing in the portfolio. The 2 stocks you are considering are also Swiss... Even more cluster risk. As a precaution for the future or position I find this portfolio unsuitable. Much too risky. If Switzerland should get problems (even if unlikely) you are in a very bad position. In addition, by concentrating the portfolio on quite a few quality shares / companies and accept a poorer performance. Also, the share of 50% financial would be too much for me. Of course, these are shares of your employer, but I would not weight them too much. Could also go wrong in the worst case. And you also have additional cluster risk. If the financial sector is doing badly, your portfolio will suffer.
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10Lun
@Snopy Thanks for the assessment!
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