Roast/review my portfolio. AI, Semis, Infra + ETFs. 40M, Europe. Rotate into Nasdaq?

—·4hSocial

Portfolio allocations as of June: Amazon 11.9% Broadcom 7.6% ServiceNow 1.2% Marvell 0.6% Gold (IGLD.DE) € 5.1% Google 9.2% Japan (IJPA) € 7.1% Korea (FLXK) € 7.0% Microsoft 7.7% NVIDIA 7.7% S&P500 (SXR8) € 23.7% Silver (XAD2) € 2.0% TSM 7.5% Micron 1.6% I'm now taking a longer view, like 5-10 years. For that, I'm looking at rotating 80% into Nasdaq, S&P, or even a total market ETF (Nasdaq is my current favorite). I do consider SOXX/SMH as well (but limited to 20%). I wonder about consolidating

TickersAI, ETF, IGLD, DE, IJPA, FLXK, SXR, XAD, TSM, SOXXChannelsoil_gas, commodities, currencies, semiconductors, stocksCountriesusa, europe, japan, koreaCategoriessocial-signal

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Published

6/14/2026, 4:40:34 PM

Fetched

6/14/2026, 6:07:03 PM

Confidence

30 / 100

Relevance

5 / 100

Trust

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