Hi everyone! I’ve been building my portfolio and would love to get some honest opinions on my current allocation and diversification.
My strategy involves a mix of individual stocks and specialized ETFs. To get a better view of my actual risk, I’ve "looked through" my ETFs to see my true underlying exposure.
My Top 10 Holdings (by % weight):
Oracle $ORCL (-0,2%) – (Mix of direct stock + IT ETF)
Engie $ENGI (-0,76%) – (Direct stock)
Amazon $AMZN (-0,12%) – (Direct stock + S&P 500)
NVIDIA $NVDA (+0,31%) – (Spread across Semiconductor, $IUIT (-0,13%) , and S&P 500 $VUSA (-0,11%) ETFs)
Aegon $AGN (-0,43%) – (Direct stock)
Apple 7. Microsoft 8. Broadcom 9. ASML 10. AMD (because of the etfs)
The Strategy:
I have a significant tilt towards Semiconductors $SMH (+0,53%) and IT, but I try to balance the volatility with a Defense ETF $DFEN (+0,26%) , a European Banks ETF $EXX1 (-0,76%) , and some plays like Engie and Aegon.
I’d love your thoughts on:
Concentration: My top 3 holdings (Oracle, Engie, Amazon) represent a large chunk of the total. Is this too top-heavy, or do you like the conviction?
ETF Overlap: I’ve noticed that companies like NVIDIA and Broadcom appear in three different ETFs I own. Does this "hidden" concentration bother you, or is it just part of betting on winners?
Diversification: I’m currently light on Healthcare and Emerging Markets. Would you stick to this high-conviction tech/defense play or start branching out?
Looking forward to hearing your perspectives! 📈
#investing #portfolio #stocks #etf #tech #defense #getquin #diversification
