u/Nukesgameplay

Looking for some feedback on my two-portfolio setup.

ETF Portfolio: Built around VWRP (FTSE All-World) as the core anchor for global diversification, with the remaining ETFs focused on higher-growth themes such as AI, automation, electrification, and digital infrastructure.

One thing I’m unsure about is whether adding a Nasdaq-100 ETF makes sense given my strong belief in long-term tech growth, or if it would just create too much overlap with my existing holdings.

Stock Portfolio: I’m considering simplifying and concentrating into my highest-conviction ideas. Currently thinking about building around:
Nebius
Eli Lilly
Mercado Libre

Im then thinking 2 additional high-conviction growth stocks
My goal is long-term wealth creation and I’m comfortable taking above-average risk for potentially higher returns. Does this approach make sense, or would you make any changes to the ETF allocation or stock selections? Thanks in advance !

ETF pie

S&S ISA, core + structure:

• VWRP — 55% (anchor)
• RBOT — 20%
• AIPO — 15%
• NUCG — 10%

(ETF weightings have been adjusted after market closed)

Logic is all-world does the heavy lifting, three satellites tilt toward themes I think will outperform — automation, AI power infrastructure, nuclear.

Tried to keep them distinct from each other but also from my individual stock picks (see photo) — avoiding doubling up on names already covered by the ETFs.

Not sure if 45% satellites is too aggressive, and RBOT/AIPO probably overlap more than I’d like. No healthcare or defence exposure either - gap worth plugging or overkill?

Is this a decent structure or am I just trend-chasing with extra steps? Pic of individual holdings attached - thanks in advance !

So happy with this return, after hearing how strict grading companies can be I was hoping to have got at least two 10s, not seven 😭