Ciao everyone, I’m building for a 20 year horizon with no need for liquidity, so I’ve shaped the portfolio to be very growth oriented. Right now it looks like this:
Broad ETFs – 23.7%
- $IWDA (-0,48%) – iShares Core MSCI World 20.7%
- $EIMI (-0,29%) – iShares Emerging Markets 3.0%
Sector ETFs – 31.1%
- $CSNDX (-0,84%) – iShares Nasdaq-100 10.9%
- $BNKE (-0,24%) – Amundi Euro Stoxx Banks 16.1%
- $DFEN (-0,27%) – VanEck Defense 4.1%
Crypto ETPs – 24.6%
- $BTIC (-0,87%) – Bitcoin 13.8%
- $CETH (-3,22%) – Ethereum 5.6%
- $ALTC (-1,28%) – Altcoin basket 5.3%
Stocks – 20.6%
- $AAPL (-1,19%) – Apple 1.6%
- $AMZN (-0,55%) – Amazon 1.6%
- $MSFT (-1,1%) – Microsoft 1.6%
- $NVDA (-1,45%) – Nvidia 1.8%
- $GOOGL (+0,18%) – Alphabet 2.5%
- $AMD (-2,39%) – AMD 1.2%
- $PLTR (-2,59%) – Palantir 1.4%
- $HOOD (+3,08%) – Robinhood 1.5%
- $UNH (+3,18%) – UnitedHealth 1.5%
- $LLY (+1,92%) – Eli Lilly 1.4%
- $NOVO B (+0,65%) – Novo Nordisk 2.6%
- $RHM (-2,24%) – Rheinmetall 1.9%
I’d love your input: does it make more sense to sell $CSNDX (-0,84%) (Nasdaq) and redistribute into $IWDA (-0,48%) plus my stock picks, or to sell most of the individual stocks and simply keep $CSNDX (-0,84%) to reduce overlap and simplify the portfolio? I’ve also decided to cap crypto at 25% to keep volatility in check, but do you think it makes sense to fine-tune the allocation inside crypto, or just leave it as it is?
