Is it wise to hold Sector ETF’s and also Regional ETF’s?


I'm currently holding the following Vanguard ETF’s:

  • Vanguard S&P 500 (VUSA) – 35%
  • Vanguard Europe ex U.K. (VERX) – 13%
  • Vanguard Emerging Markets (VFEM) – 13%
  • Vanguard Asia ex Japan (VAPX) – 12%
  • Vanguard FTSE 100 (VUKE) – 8%
  • Vanguard Japan (VJPN) – 8%
  • IShares Physical Gold (SGLN) – 3%
  • Invesco Saudi Arabia (MSAP) – 8%

Based on my current understanding, knowledge and future predictions – I’m very confident on the following Sectors:

  • Semiconductors > SMGB
  • Cloud Computing > KLWD
  • Cyber Security > ISPY

As such, I’m looking to add these sector related ETF’s into my portfolio but I also feel I might overlap slightly with the S&P 500 ETF?

Is this wise?

Can anyone pick out any flaws or improvements to make?


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