Why do you want to reduce the USA share? I would not do that. Your sector ETFs are too specific for me personally. I would rather choose a general IT ETF and liquidate both sector ETFs. Otherwise it sounds good đ
â˘
11
â˘
@DonkeyInvestor Thank you for your feedback! Regarding the US share it was a pure gut feeling and I am currently always between 50-55% and this is more than sufficient for me. The sectors ETFs are one or the other too special. I personally believe that the market will continue to develop and do not see any top dog (except $NVDA).
â˘â˘
@DerETFnewbie the US companies are global companies that make sales everywhere. They only have their headquarters in the USA, because the general conditions, culture, ... are particularly good. And should this no longer be the case, this will also be reflected in the composition of the ETF.
â˘
11
â˘@DonkeyInvestor Valid and for me conclusive argument. What I have learned in my short getquin time, stay true to your strategy and the rest will show the future đ
â˘
11
â˘@DerETFnewbie who says something like that? A strategy can and should be checked regularly to ensure it is up to date and makes sense. Why are you asking for feedback if you don't want to change anything anyway?
â˘
11
â˘@DonkeyInvestor i'm totally with you. now you've given me sleepless nights again đ .
â˘
11
â˘