immagine del profilo
In the medium term, I would switch the theme ETFs into a world ETF and all the altcoins into Bitcoin.
Then you would definitely have more structure in your portfolio.
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immagine del profilo
@stefan_21 I currently have the MSCI world as my world eft. Medium-term means temporally what? :). Would you switch all the thematic ETFs? I.e. keep india, em imi and Europe individually?
For altcoins, I was thinking of waiting until 2025 to see if there is still a bull run. Then the reallocation would be the plan. Yes :).
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immagine del profilo
@Philipp1100101 For me, the medium term means "don't rush things and invest as soon as the opportunity presents itself" :)
Personally, I'm not a fan of thematic ETFs and would probably switch them all to the Msci World + EM.
Yes, waiting for the bull run with altcoins is not a bad idea - but for that you need a clear exit strategy, because as quickly as they shoot up, they fall again - and may never come back.
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immagine del profilo
@stefan_21 hehe thanks :)
I'll get to work tomorrow and look for overlaps and mark everything that has less than 5%.

The edit strategy is a good point. So far I'm very unsure about it. But I don't think I will touch bitcoin. But I will touch altcoins. I will set myself limits so that I can go out with a plus.
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