Portfolio construction & instruments

The portfolio above is designed to be simple, diversified, and low-cost, while reflecting my current key investment convictions.

• Instruments: liquid ETFs with low management fees
• Risk allocation: 60% equities / 40% fixed income & other diversification (see 60/40 smart benchmarks)
• Approximately 60% of the regional exposure is invested in major indices such as the S&P 500 and SE 600

Investment Thesis: 

• Equities: neutral to slightly overweight; 5% cash reserve to capitalize on potential pullbacks
• Regional Allocation: overweight emerging markets, Asia, and China
• Bonds: underweight + inflation protection (without long duration)
• Commodities: significantly overweight (gold, silver, industrial metals, and uranium)
• Themes: technology (AI, robotics, grid). However, reduced concentration risk in the giants is balanced by the Equal Weight index, Value, small caps, and Min Vol.