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- Day 21·Jun 14Tech seems overpriced. For the 10-15 years long term stuff I think I'll build a portfolio with: - Classic ETF World, Europe and ROW (maybe not Europe ;) ) - Energy World - Defense World - Materials for AI, Energy and Defense - No Tech - A few selected companies What do you think? Any ETF recommendation?— View 1 other comment
1moYes 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) - Def…