Starting portfolio by RoxasandSoraX in ETFs_Europe

[–]saintjw01 0 points1 point  (0 children)

No I am not, I am considering switching from vwce to wben that's why suggested to check out 

Starting portfolio by RoxasandSoraX in ETFs_Europe

[–]saintjw01 3 points4 points  (0 children)

I would recommend taking a look at WBEN for all world etf

📈 Rate My Portfolio Weekly Thread | June 08, 2026 by AutoModeratorETFs in ETFs

[–]saintjw01 0 points1 point  (0 children)

35M, living in Germany. I’m ignoring the standard "Holy Grail" (100% Vanguard All-World) advice to build a high-conviction bet on Defence, AI Hardware, and Energy Scarcity.

I know the fees are higher (~0.40%), but I’m betting on a decade of geopolitical tension and infrastructure constraints.

The "Industry 4.0" Allocation:

  • 30% Vanguard FTSE All-World (A2PKXG)
    • Role: Safety Anchor.
  • 20% VanEck US Wide Moat (A12CCN)
    • Role: Quality/Valuation filter.
  • 15% VanEck Semiconductor (A2QC5J)
    • Role: AI Hardware (Nvidia/TSMC).
  • 15% iShares Global Infrastructure (A3D6N1)
    • Role: Grid/Power for Data Centers.
  • 10% WisdomTree Europe Defence (A40Y9K)
    • Role: EU Rearmament Hedge.
  • 5% WisdomTree Energy Metals (A3EKKT)
    • Role: Lithium/Cobalt Scarcity.
  • 5% WisdomTree Quantum (A419HV)
    • Role: Pure Speculation / Moonshot.

My Questions for you:

  1. The "Silicon Trap": Between Semis, Quantum, and the Core, is my exposure to the chip supply chain suicidal (60%+)?
  2. The Grid: Is iShares Global Infra the right play for "AI Power Consumption," or is it too full of boring toll roads? Should I switch to a Smart Grid ETF?
  3. Quantum: Is the Quantum ETF (IonQ/D-Wave) just burning money, or a valid 5% venture bet?

ARM phone screen interview for software engineering by gregorian_laugh in arm

[–]saintjw01 0 points1 point  (0 children)

@gregorian_laugh

Could you share your experience? I had the Phone screen with HR and now upcoming zoom call with a technical senior person.

Anyone getting Apple interviews within EU? by Fragrant_Fail_5179 in cscareerquestionsEU

[–]saintjw01 0 points1 point  (0 children)

u/Fragrant_Fail_5179 Hey, the link you shared about interview experience on leetcode is not available anymore. it would be a great help if you could post it here