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REDDIT

EFT Portfolio for the year

T
Jan 27, 2026 · 15:19

≈40% US100, all-World, Developed Asia

≈12% Rare Earth minerals ( primarly Gold, Silver )

≈10% AI

≈9% Uranium and Nuclear energy/technology

≈4% Pharma

≈4% Defence Industry

≈4% Space Innovators

≈4% Quantum Computing

≈3% Lithium Batteries

Whole things worth is around 14k$

Im very new investor and all kind of sharing thoughts or advice would help, for myself im sceptical about potential AI bubble and if the minerals will hold.