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First of all, it's great that you've described your strategy and views in such detail.

Basically, I think a portfolio is good, even if I can't say much about the two 25% ETFs. I don't know whether it wouldn't be better to simply use a normal MSCI World or FTSE All World for the basic investment.

Otherwise, your individual stocks are solid overall. I was just a little surprised that you have Reliance Industry in your portfolio in addition to MSCI India. It already accounts for almost 9% of the weighting there. Did you have something specific in mind here?
immagine del profilo
@RealMichaelScott First of all, thank you very much for your feedback! 🙏🏼
And yes, I am aware of the high weight of Reliance in the India ETF, I had also considered whether I should rather take Reliance out as a single stock and possibly replace it with a $WM or $BRK.B. However, Reliance Industries is simply such a brutally strong company for me that I have absolutely no problem with the overweighting, quite the opposite.
However, I didn't want to do without the India ETF either, as India is a kind of more stable and promising China for me and I would also very much like to be involved in great companies such as $LTOD $MMYT or $INFY and also in possible new companies that could emerge in India in the next few years, the ETF always adapts quite well.
Therefore, I simply leave both positions in Depot👍🏻
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@AktienAmateur069 India is of course interesting. Personally, I am currently building up my India share with $FLXI. A construction via ADRs or GDRs is out of the question for me personally.

Otherwise, keep up the good work and build up your knowledge and experience. Then things will look good in the long term.
immagine del profilo
@RealMichaelScott The choice between $FLXI and $QDV5 was not easy for me either. Even if the FTSE India seems cheaper at first, the exchange rate risk was too high for me and the performance of the index has also deviated significantly from that of the index in recent years. I had a good look at both fund prospectuses and then decided that I simply felt a bit more comfortable with the iShares ETF fühle🤷🏻‍♂️
But of course I also understand everyone who is happier with the $FLXI
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