Hi all,
I knew my portfolio was heavily leaning on the US and with the tariffs now in place, global leaders taking revenge by putting their own tariffs towards the US, well safe to say I need to shift perhaps 1/3 to lean on EU and Asia.
I'm thinking of at least one sturdy ETF, buy only, 10 year hold or so.
A couple of stocks, probably in tech, semiconductor, datacenter, facilities, energy, EV.
A couple of stocks to balance the once above? Finance, insurance, luxury?
Love to hear from the EU based folks here. What are your adjustments?
I'm long-term by the way, so buy and hold.
Thanks.