Q: This is a list of the ETF's in my portfolio, (I have omitted the fixed income ETF's that comprise of about 20%).

Do you see any issues with the selection? Any overlap? Perhaps there are better alternatives than the ones chosen.

Thanks for the great service.

Q: Good morning,

Thank you as always. Looking forward to the upcoming updates.
As a follow up would you please rank in terms of where you'd allocate capital. For the next 2-5 year hold. Assuming balanced portfolio etc. Most conviction sector or fund.

QQQJ
VTWO
IWO
SMH
MTUM
CIBR
BOTZ
ARKK

Thank you very much!

Q: Hi team,
Being overweight in the tech sector, which ETFs of my present portfolio (above) would you suggest to drop either because they are too similar or not representing strong growth ?
Which of these ETF you would consider « Buy and forget » type ?
In addition, I hold the following tech stocks: TOI-T, CRWD-Q, NVDA-Q, TTD-Q, LSPD-T, ENPH-Q, QCOM-Q, SHOP-T, APPS-Q, SEDG-Q. As I need to raise cash, is it better to sell ETFs or individual stocks and which ones ?
Please use credits as you see fit.
Grateful for your attention,

Jacques IDS