u/Emotional_Manner_664

Hey guys. Before people make assumptions in the comments please bare in mind that this portfolio has changed a lot over time. The first screenshot of ETF’s is my core portfolio, where I put £1062 every month consisting of this current split:

35% into SP 500
23% into FTSE all world
24% into Nasdaq 100
12% into I shares Physical Gold
6% into EIMI emerging markets (I have not done this yet I am waiting to be paid)

My justification behind this core portfolio is that although it is currently US and tech Heavy, I am aiming for long term growth over the years and thought this was the best options. I also used Gold as a safe hedge bet as from my research it has no counter party risk, it’s a scarce supply that could give insurance in big stock sell offs.

On the other hand in another screenshot is a load of other stocks which I dedicated only currently £700 to as a satellite portfolio for growth around physical and digital consequences of more tech intensive world. I am investing into infrastructure here as the world requires more digital and electric / automatic things. This requires more grids, copper, cybersecurity and automation, whereas I believe in healthcare innovation too through Lilly. I tried also to make this not deliberately dependant on AI, where if AI succeeds or doesn’t succeed like a bubble pops, this satellite portfolio will still be in demand.

Any thoughts?