3Semana·

Planning to add China for diversification?

The positions are to be expanded as a "long-term piggy bank". The securities account is "on paper" in the red, as the securities account was completely liquidated a long time ago for a real estate purchase. Therefore, the minus is still deposited, the securities account does not forget.

I am considering adding 10% $ICHN (+0,15%) as Asia is not shown. What do you think of the composition and the idea at the moment? I am definitely waiting for August 1 because of the tariffs.

20Posições
€ 20.581,35
9,10%
4
2 Comentários

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I feel the same way, I sacrificed my portfolio a few years ago for my own house and am currently rebuilding it. I cover Asia with a China ETF and I think every portfolio should have 5-10% Asia in it, which I think will be one of the driving forces in the future.
1
I put 10k into this ETF about 1 1/2 years ago as an admixture and am very satisfied. Since the low at which I bought it, it has outperformed the NASDAQ, S&P, Dax and almost everything else in the same period. I am still holding, but whether I would buy at current prices is a difficult question. I continue to hold as I am 50% up with the position and I don't mind if we see another correction before it goes higher.
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