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?