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Anonymous
Can help review my portfolio? Long term horizon of at least 10 years. Mainly on ETFs like SWRD+EIMI, CSPX, MCHI, etc.?
SWRD: 50%
EIMI: 5%
CSPX: 15%
MCHI: 5%
CQQQ: 5%
KURE: 5%
NIO: 5%
Syfe Equity100: 5% (QQQ, XLP, CSPX)
Syfe REIT+: 5%
-Is this well diversified? Or risky? If so, any suggestions to improve?
-Long term horizon, mainly focus on ETFs, allocating around 10% on individual stock, interested in tech, EV, etc
-Also considering between SWRD or IDWA, since it is 50% of my portfolio
Thanks!
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Maybe as core investment you only need
SWRD.
EM investing seems to risky to me, I would skip EIMI.
China however is fine (and strongly upcoming, remain politics and currency risks). It is verx difficult to state what the best China ETF will be for the coming years. MCHI seems fine (but you lose more taxwithholding, since it is U.S. domiciled).
other choices could be PGJ, 'ex state' ETFs, A50 ETFs, or MSCI ACWI (smaller China allocation)
bye
good luck
🍀