Before:
350€ S&P500
150€ Nasdaq 100
100€ $ASML (+1,42%)
Now:
350€ Nasdaq 100
150€ MSCI Emerging Markets
100€ $ADBE (+1,08%)
I have adjusted my monthly savings plans. I no longer want to completely ignore the emerging markets in future. That's why I've now reduced to just one US ETF and opted for the Nasdaq over the S&P 500. Important: I am not selling any positions, only the monthly investments are changing. The S&P is still by far my largest position. The €150 freed up will then go into the new emerging markets ETF. I'm not looking to make a huge shift from the USA to the emerging markets, I just want to slowly build up a small position in the emerging markets and no longer leave them out completely.
I have also terminated my $ASML (+1,42%) savings plan. I am still convinced of ASML (after all, it is my largest single share position). However, the share has performed very well recently, so I am holding my position for the time being and see better opportunities for regular investments in $ADBE (+1,08%) for regular investments. I recently opened a first position here and as long as the share price is around €300, I would like to expand the position further.
