Yes I think you could segment your ETF slices with geographical, asset type and thematic diversification. - Emerging countries stocks (ie: Brazil, India, etc.) - Developed countries stocks (EU, Japan, etc.) (Or just take a world ETF instead of 2 ETFs, unless you want to be granular) - Commodities/resources/hard assets (metals, water, nutrient) - Energy producer ( nuclear, solar, gas) - Defense and aerospace In tech, cybersecurity might still have a large upside (due to AI agent generating so much more internet traffic). I would resist the temptation of using too many ETFs. You want something simple that you understand well, and where you can add a fixed sum every month. @remster what's your ETF mix?
I do a lot of ETFs because I cannot trade on stocks without company approval to buy and to sell .. I need to hold at least 30 days anything I buy on the market.. I mostly doing the classics VOO , QQQ to expose against American benchmark , URTH world exposure. A bit of blockchain exposed BLOK, quantum QTUM, SPIY (12% a year dividend), semi conductors SMH, IBIT for Bitcoin exposure. They all go well the past few years :) . I jump in / out once every quarter, not really active on those.