Would rather bet on winners and add a Nasdaq or S&P500 ETF. Wouldn't increase the emerging markets component. Take a look at the charts and the annual return.
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@JH90 Don't you think that EM could generate much more growth in the future?
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•@investment_sage_1668 No, I don't think so.
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@JH90 and I would rather advise against these "winners" or against such thoughts and then rather continue to save in an ALL-World. You simply have a cluster risk with the NASDAQ/S&P 500. If you don't understand why these "winners" in particular have grown very strongly and don't understand the opportunities that could arise from emerging markets, etc., then you're better off with an ALL-World. Past returns are no guarantee of future returns. I myself still have $XMME, $WSML 5% and more $MEUD to push US share below 40%. Generally speaking, the question is whether you want more emerging markets or not. At the moment, these have performed worse, but we don't have a crystal ball. In any case, don't mindlessly buy an ETF that is only active in one country or sector without understanding the risks just because it's a winner. But keep in mind that you already have emerging markets in $VWCE. You are doing an ALL-World for diversification and risk reduction, and they already have 60-70% USA. It's a bet on emerging markets 😉
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•I didn't say that, but I find the statement "bet on winners" critical. And with NASDAQ and S&P he will increase his cluster risk on a country basis. For which he has achieved better returns in the past. More risk, more return 😉
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