If you have chosen the ETFs as a long-term buy & hold strategy, you should simply do nothing. If you bought them as a "speculative investment", as Taiwan/Korea are also benefiting strongly from AI, you should consider whether your return expectations have materialized and whether the case remains as before or whether you see opportunities elsewhere
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@Krush82 The original plan was to buy and hold, but I don't feel comfortable with the ETFs right now, simply due to the fact that sectors are highly weighted that I wouldn't buy right now
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