Do you have any ETFs in your portfolio that focus on a single sector?
I'm considering removing $CNDX.L because it overlaps with $CSPX.L, and instead I'd buy another ETF, ideally one focused on, for example, energy, cybersecurity, or the space sector.
I own NUKL.DE (uranium and nuclear technologies). Since the beginning of 2025 I’ve been DCA-ing the same amount every week and I plan to continue this year. I’m currently up about 60%.
My investment thesis isn’t particularly sophisticated. To me, nuclear energy is an absolute cornerstone for any advanced, energy-hungry country. Also, the expansion of data centers—which require an enormous amount of stable electricity without large fluctuations—is a perfect fit for this sector.
If anyone has a different opinion, I’d love to hear it.
Of course, this is not investment advice :D
I also considered a cybersecurity ETF; it has a lot of potential going forward.
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I have $XAIX as savings for my child.
I don't have such an ETF. I like picking stocks myself, but for most investors that's not a bad solution at all (I mean sector-focused ETFs), quite the opposite.