To round off my setup on the topic of the AI energy boom, I have added to my portfolio alongside $GEV (-3,13 %) and $ENR (-3,02 %) a little. Both cover the macro grid infrastructure and benefit from higher forecasts.

$WIRE (+0,09 %) Bought to further overweight GEV and Siemens Energy as a base.

$2308 Delta Electronics, also via the $FLXT (-0,23 %) Taiwan Index. Delta supplies power management and power supplies at the server rack level, which is important for AI clusters.

$RR. (+1,17 %) Rolls Royce is the operational complement. Provides the decentralized link directly at the interface to the data center (emergency power, compact gas power plants. Good backup to Siemens and GEV.

Hello dear Getquiner,

after I explained in my last post why I changed my portfolio to a "60/30/10" portfolio, I would like to show you how my portfolio was structured before.

50% iShares Core MSCI World ETF $IWDA (-0,06 %)

10% iShares Core MSCI EMU ETF $CSEMU (-0,25 %)

3% Franklin FTSE Taiwan ETF $FLXT (-0,23 %)

5% iShares Core MSCI EM IMI ETF $EIMI (-0,13 %)

27% Amundi Index GBI Gbl Govies ETF DR $GGOV (+0,1 %)

5% Amundi Index FTSE EPRA NAREIT Global ETF DRC $EPRA (-0,64 %)

This structure should roughly replicate the Norwegian Government Fund by holding the respective asset classes as ETFs as a percentage of the real fund, the Taiwan ETF was an admixture, as I held a lot of Taiwan at the time, in the end it basically only contained equities. $TSM (-1,1 %) I wouldn't do anything like that today. 😬

The idea behind it was that I would also be able to take advantage of the Norwegian sovereign wealth fund and at some point, like Norway, I would be able to withdraw 3% annually and it would be more crisis-proof than a 70/30 portfolio and have more emerging markets than an All World ETF.

If you want to know more about my new portfolio, check out my last posts where I explain the new allocation.

Now I'm looking forward to your opinion, feel free to write a comment and if you want to see more, leave a follow! 😁