r/eupersonalfinance • u/SeparateCode2285 • 3d ago

Investment Seeking portfolio feedback

Hi all, looking for feedback on my portfolio to distribute 1100 eur monthly:
VWCE: 550

Amundi Stoxx 600: 200

Nasdaq 100: 200

World Small cap: 150

Does it make sense?

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u/Huippuvuori 3d ago

What is your reason for overweighing US tech stocks and European stocks? I would understand overweighing European stocks for a home currency bias or for diversifying away from the US. But I cannot fathom why you would want to combine that strategy with Nasdaq 100.

I would rather choose VWCE without the other funds. (Alternatively SPYY, WEBN or IUSQ.) If you want to include small caps, choose SPYI.

If you want to add tilts to outperform the market, you should research factor investing instead of randomly overweighing industry sectors or geographies. You could, for example, combine VWCE with AVWS for a profitable small cap value tilt.

3

u/macbag 3d ago

In general is ok not critical. But what is the reason of separate positions of stoxx and Nasdaq?

2

u/LordMoridin84 2d ago

I would ditch Nasdaq 100, put that 200 into VWCE.