(@Kazuo) na getquin

Into the new year with motivation

Now that the new year has started, I have gathered motivation to clean up/adjust my portfolio a bit.

I have liquidated some positions and chosen the $VWRL (+0,27%) as my core ETF. I would like to expand this further so that around 60-70% of my portfolio is covered by ETFs.

At the moment, my portfolio is still quite tech-heavy. I plan to reduce some positions, but would still like to benefit from the growth of individual stocks. I recently built up another position in $EQQQ (+0,06%) which tilts my portfolio even more towards technology. I still need to think about how I want to deal with technology in the long term.

I have also realized that my portfolio is heavily dependent on North America.

My aim in the future is to reduce the many individual positions and concentrate on my ETF and a few stocks where I believe there will be strong growth.

I also plan to invest CHF 700 per month. I still need to plan exactly how I will allocate the money.

As last time, I'm always happy to receive tips and constructive criticism! I'm still quite new to the world of investing and am learning every day.

Thanks to everyone who took the time to read my post! :D

wasi@wasi

Grüezi. I don't see a problem with 70% North America. If you want to diversify but don't want EM, you can look at an India ETF.
Instead of reducing the positions, you can continue to add to them, they are solid stocks for me

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sunbeam74@sunbeam74

In my opinion, America will continue to be the driver in the future, so I don't see a problem with the weighting. With an SP500 ETF you can diversify more broadly in America and add a World ETF as a balance. You can also add the CH market as additional security

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Erwin@ColdWaterDiver

Out of curiosity: any particular reason why you don’t hold more stocks in your national currency? It would limit the currency risk. Swiss has several great companies.

Khalaf17@Khalaf17

Hello. I am looking for a solid broker for a colleague in Switzerland which one do you use if I may ask.

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