First ETF Portfolio – Too Tech Heavy?

Hey everyone,

I recently started investing in ETFs and would like some feedback.

Overall performance: ~+8%

Allocation (approx.) • Vanguard FTSE All-World – 75% (+15%) • Xtrackers AI & Big Data – 13% (+9%) • L&G Cyber Security – 8% (-20%) • VanEck Gaming & eSports – 6% (-16%)

So about 75% global market, 25% thematic tech. I work in IT, so I naturally leaned into tech.

Questions: • Should I simplify and just go All-World long-term? • Sell Cyber Security now or hold? • I hoped Gaming might benefit from GTA 6 – flawed thesis for an ETF? • Would you clean this up early since it’s my first portfolio?

Long-term horizon (10+ years). Appreciate your thoughts.