1Sem.·

Planning to add China for diversification?

The positions are to be expanded as a "long-term piggy bank". The securities account is "on paper" in the red, as the securities account was completely liquidated a long time ago for a real estate purchase. Therefore, the minus is still deposited, the securities account does not forget.

I am considering adding 10% $ICHN (+2,19 %) as Asia is not shown. What do you think of the composition and the idea at the moment? I am definitely waiting for August 1 because of the tariffs.

20Positions
20 581,35 €
9,10 %
4
1 Commentaire

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I feel the same way, I sacrificed my portfolio a few years ago for my own house and am currently rebuilding it. I cover Asia with a China ETF and I think every portfolio should have 5-10% Asia in it, which I think will be one of the driving forces in the future.
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