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Everything double and triple and very usa heavy. Longterm not good
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@Testo-Investor I agree with you. It's grown little by little. But due to the tech hype, I didn't leave anything unweighted, but rather gratefully took it with me. Now it might be time to weight the sector a little lower and thus remove double/triple allocations.
For example, by dissolving the $XAIX? I think this is almost unnecessary with the current structure.
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@sebbraun201 I had also weighted the ki etf with 20k€ ... I sold it in March April because I also have a semiconductor etf in it and the sp500 as a basis ... in the ki etf there are also 85% etc ... so everything was double and triple for me ... maybe let it run until 2025 to take part in the rally at the end of 2024? What do you think?
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These are also my thoughts. My current assumption is that tech will continue to rise this year. As soon as, as you say, the end of the rally becomes foreseeable, I will probably liquidate the above-mentioned etf and reallocate. I will probably continue to hold the other two etfs in a blunt manner. These should remain a pillar for the long term.