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29d06/14

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

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

Socialunclassifiedusa · europe · japan
29d06/14war-conflict · 1/5

Portfolio review - mid term AI exposure

I'm trying to build a short mid-term ( 3-5 years) ETF portfolio around what I see as the core enablers of the AI revolution, rather than investing only in AI software companies. The amount to be invested would be around 20k euros in lump sum with t212. My thesis is that AI growth will require massive investments in: Data centers (physical infrastructure) Semiconductors (compute power) Energy generation and distribution (the biggest bottleneck) Digital infrastructure and connectivity. Potentially

Socialunclassifiedeurope · usa · taiwan
29d06/14war-conflict · 3/5

Israeli strikes on Beirut foil US peace plans, Iran says ‘no point’ in talks

US President Donald Trump on Sunday urged no further attacks by anyone after Israel’s military said it launched strikes on Hezbollah targets in Beirut, potentially complicating efforts to finalise a deal to end the US-Iran war. Smoke rose over the Lebanese capital, and the Civil Defense said it retrieved three bodies and six wounded people from the rubble. Iran threatened a military response. Trump wrote on social media that “the attack on Beirut should not have happened,” adding that “We are...

unclassifiedchina · asia · iran
29d06/14

Fiji Blocks Controversial Australian-Backed Waste Incinerator Project

Fiji has rejected Australia’s proposal to ship waste to the South Pacific country to burn and produce energy, with Fiji’s ambassador to the UN, Filipo Tarakinikini, saying, “[We] must not become the Pacific’s ashtray.” The idea of exporting rubbish to Fiji to be burned for energy has quickly become known as “waste imperialism”, a concept that Fijians staunchly oppose due to health and environmental concerns. In June, the Fijian government rejected a plan proposed by Australian billionaire Ian Ma

unclassifiedmiddle-east · russia · usa
29d06/14

Takaichi hails UK defence ties despite next-gen jet spending uncertainty

Japanese Prime Minister Sanae Takaichi hailed increasing defence cooperation with the UK during a meeting with her British counterpart Keir Starmer on Sunday, amid uncertainty about a new fighter jet programme. “The UK is a very important partner to Japan given the deepening of ties across a wide range of fields, including security and defence,” Takaichi said as she met with Starmer in London. “Given the GCAP project, I think we have reached a level that we can call a near-alliance,” she said,..

unclassifiedchina · asia · usa
29d06/14

Why are breast cancer cases surging among younger Hong Kong women?

In the third of a six-part Health Matters wellness series on cancer in Hong Kong, Elizabeth Cheung looks into the rise in breast cancer cases among women, the changing reproductive and lifestyle patterns behind the trend and what it means for screening and early detection. After a prolonged battle with breast cancer, actress and former Miss Hong Kong Natalie Ng Man-yan died at the age of 51. Ng was diagnosed with breast cancer in 2022 and suffered a relapse in 2024, with the disease later...

unclassifiedchina · asia · europe
29d06/14war-conflict · 3/5

British commandos board Russian shadow fleet tanker, Zelensky grateful

British armed forces intercepted a sanctioned Russian shadow fleet oil tanker in the English Channel on Sunday, for the first time leading an operation to disrupt the oil revenue ‌that helps fund Russia’s war in Ukraine. The vessel Smyrtos, sailing under the Cameroon flag, was boarded by Royal Marine Commandos and National Crime Agency (NCA) officials in the early hours on Sunday, with support from Chinook helicopters and other aircraft, a frigate and a minehunter. “This successful operation...

unclassifiedchina · asia · usa
29d06/14

I asked if I was a mama’s boy!

Would you stay with your parents until you're 30+ in order to specifically save equity - be it for the first 100k, a condominium or even a house? I don't mean simply accumulating your first small savings, but actually building up enough capital that it makes a noticeable difference in your life in the long term. If you share the housing costs with your parents, everyone ultimately benefits. Over a few years this should definitely reach the first 100k in the depot

Socialunclassifiedgermany · europe · australia
29d06/14

Chinese World Cup fans robbed at gunpoint soon after arrival in Mexico

Two Chinese football fans were carjacked shortly after arriving in Mexico to watch the World Cup. The Chinese embassy said one suspect had been arrested while the two victims had returned to China on Friday after less than 48 hours in the country. State news agency Xinhua reported on Saturday that the two men, identified only by their surnames Wang and Li, had landed at Mexico City International Airport on Wednesday evening. Two masked motorbike riders held up their car at gunpoint near the...

unclassifiedchina · asia · india
29d06/14

VWCE vs. Invesco vs. SPDR: An objective analysis of hidden risks and fees (Is the "King" losing its crown?)

Hi everyone, I wanted to bring up a topic that often gets completely glossed over because of the popular "VWCE and Chill" cliché. I did a deep dive into the three main All-World ETFs available in Europe and looked at their actual drawbacks. We often focus strictly on the TER, but there are other critical factors worth worrying about, such as regulatory changes, replication methods, and underlying structural risks. Here are the hard facts regarding these three funds: 1. Vanguard FTSE All-World (V

Socialunclassifiedgermany · europe · uk
29d06/14war-conflict · 3/5

How Iran used US ceasefire to replenish its depleted missile stockpiles

Western allies believe Iran has most likely added new-build Russian weapons to its inventory and reconstituted large swathes of its missile arsenal during the eight-week ceasefire, giving the Islamic Republic the firepower to strike back at nearly full strength if hostilities resume. Tehran has about three-quarters of the munitions it had before the war and can easily build it up further, according to intelligence assessments. That includes unspecified Russian missiles that probably came off the

unclassifiedchina · asia · russia
30d06/14

Will turmoil around former leader Ma Ying-jeou affect Taiwan’s local elections?

What began as an internal personnel dispute at the Ma Ying-jeou Foundation has evolved into an increasingly bitter and publicly fought battle that is engulfing the former Taiwanese leader whose political legacy it is meant to preserve. Allegations of financial misconduct at Ma’s foundation have spiralled into criminal complaints, publicly traded accusations among long-time allies and an unprecedented intervention by his family. The dispute has also raised broader questions about Ma’s health,...

unclassifiedchina · asia · usa
30d06/14war-conflict · 1/5

I built a free & privacy-friendly repayment calculator (tilgungspilot.com) – feedback desired!

Hi everyone, since I was looking for a property myself and most online calculators annoyed me (either totally confusing or you have to leave your email address for "advisors"), I have been working on my own tool over the last few months: https://www.tilgungspilot.com What can the tool do? Real-time calculation: You can immediately see how the purchase price, equity, interest and repayment rates affect the monthly rate and the remaining debt. Special repayments & interest

Socialunclassifiedgermany · usa · europe
30d06/14

When to short SpaceX? Wait a while but it will probably plummet

My guess very far away around 2028. Goldman projects 322 billion in AI revenue by 2030, blah blah it’s not going to happen. Grok is a pile of shit that says Elon can drink piss better than any human in history (it actually said that). Why am I posting? SpaceX is overvalued, everyone knows that, everyone who bought it l knows that. Some think it will be undervalued, I don’t. Elon has a history of making lofty predictions then moving the goalposts but this never translates to a reduction in his we

Socialunclassifiedsocial-signal
30d06/13war-conflict · 3/5

Fuel Tax Changes Hit Six States As Energy Inflation Accelerates

Oil markets extended their decline on Friday, with crude prices falling sharply after U.S. President Donald Trump said a peace agreement with Iran was close and canceled previously threatened military strikes. Brent crude slipped below $90 per barrel, trading around $88–$89, while WTI fell to roughly $85–$87, as traders priced in the possibility of de-escalation in the Middle East and a potential reopening of the Strait of Hormuz. The decline allowed motorists to enjoy some reprieve at the pump,

unclassifiedmiddle-east · russia · usa
30d06/13

Bitcoin Act = Expansion of Money Supply and Dedollarization by the U.S Itself

The U.S. BITCOIN Act (Boosting Innovation, Technology, and Competitiveness through Optimized Investment Nationwide Act) is a legislative proposal designed to establish a federal Strategic Bitcoin Reserve. It directs the U.S. Treasury to acquire 1 million Bitcoin over a five-year period to create a non-inflationary national asset. The intent is to strengthen the national balance sheet, hedge against long-term fiat currency devaluation, and establish a digital equivalent to U.S. gold reserves. The

Socialunclassifiedusa · europe
30d06/13

Which industries or companies that we don't hear much about are doing really well?

Based on the other post 1 hour ago. My first considerations: Luxury real estate: A luxury real estate agent friend of mine has achieved record after record over the last 5 years. This year in June, a factor of 1.5 over 2025. Health prevention: Due to the legal anchoring, KK have to spend money on prevention. Here, fellow students have become very successful and have become self-employed. We are talking about 7-digit sales in 3-4 years. Company health management

Socialunclassifiedgermany · europe
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