I think the positions are good in themselves, but I am not a fan of theme ETFs at all. In my view, they suggest diversification where there is none. That's why you tend to have a lot of ETFs in your portfolio (one for AI, one for defense, etc.).
But with the All World you will beat them in the long term and you can't go far wrong with individual stocks ( $NVDA or $ALV).
But with the All World you will beat them in the long term and you can't go far wrong with individual stocks ( $NVDA or $ALV).
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•@GoldenShield too many etf , invest more in good companies
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