Good evening,

I have just come across the ETF $IEFM (-0,05 %) (actually $CEMR, but unfortunately it is not shown here) (Edge Europe Momentum EUR (Acc)) and it seems very interesting to me as it covers the European market. Over the long term, the ETF has had nice growth and the individual companies such as $SAP (-0,03 %) , $ASML (-1,59 %) , $NOV (-0,81 %) but also $RACE (-0,23 %) I like very much. In $SAP (-0,03 %) I am also already invested. However, I am currently also investing in other ETFs such as the $VWCE (+0,17 %) the $IGLN (-0,91 %) , the $DFEN (+0,31 %) , the $VHYL (+0,11 %) (actually $VGWD but it is not shown here either) and the $QDV5 (-1,38 %) . Would it be worthwhile to include the $IEFM (-0,05 %) in my savings plan and thus increase the European share in my portfolio? What do you think of the ETF?

My ETF portfolio

Only completed this month, so the gains and losses are perhaps a little strange.

$IUIT (+0,28 %)

$DFEN (+0,31 %)

The Information Tech ETF serves to invest as focused as possible in all the compounders, I would generally prefer the equal weight variant, but unfortunately it is not yet available in Europe as far as I know. The VanEck ETF is intended to protect the portfolio somewhat from geopolitical risks, and the companies are also quite interesting and all have the state as a major customer, either directly or indirectly, which I think is a very good addition. Weighting is around 55% at the beginning and will be rebalanced as soon as the equities exceed the 80-85% threshold. In this way, I hope to take as much upside as possible and leave the equity area largely unhindered.

$IGLN (-0,91 %)

The 22% weighting is based on the post from dear @Epi regarding gold.

$DTLA (+0,35 %)

$IDTP (-0,31 %)

$IBTA (-0,3 %)

Like gold, the combination of bonds is intended to take out some volatility and provide an alternative cash position. However, I am considering possibly exchanging the 1-3 year bonds for BTC.

Moral doubts? Coming soon to the depot. $DFEN (+0,31 %)

Hello dear Gequin Community,

I am currently working on restructuring my portfolio. Historically, I currently have a few funds and a number of individual shares.

I would like to switch the funds to ETFs and continue to save in them.

Classically, I would now select the following ETFs:

$VWCE (+0,17 %) / $VHYL (+0,11 %) and $VFEG (-0,02 %)

Now my little thought experiment: Why should I limit myself to three ETFS when I could spread the whole thing much more widely? I have also thought about something like this (with smaller sums, of course):

$WELS (+0,09 %)

$ECOG (+0,18 %)

$EXH5 (-0,6 %)

$CHIP (+0,77 %)

$DFEN (+0,31 %)

$XDWF (+0,15 %)

$RBOT (+0,44 %)

$XAIX (+0,11 %)

$IH2O (-0,23 %)

$WELW (-0,67 %)

Of course I have a few duplications here, but I am much more differentiated.

Does this approach make sense in your eyes or is it a modest idea?

Moin, I am currently actively saving the $HMWO (+0,26 %) .

Now I would like to expand my portfolio with another "specialized" ETF. Either in the pharma or defense direction.

For pharma I would take the $WELG (+0,05 %) for pharma. Defense would be $DFEN (+0,31 %) at the start. Do you see anything problematic about them and which one would you personally prefer?

Thanks in advance.

$DFEN (+0,31 %) it was about time. Let's see...