1Mon·

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 (+0.87%) 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.

20Positions
€20,581.35
9.10%
4
3 Comments

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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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Started to build up the position with a savings plan in the 2nd quarter. I'm very happy with it at the moment. After all, it is clear in many areas that China is catching up with the world's workbench in the technology sector and in some cases, as with EVs, is even overtaking it.
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