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So 90% of my portfolio is in a World Index Fund

What are your allocations for let’s say satellite positions?

Is it worth splitting across some Mag 7s? A niche ETF? Specific stocks?

90% world ETF
2.5% Google
2.5% Amazon
2.5% SMH
2.5% DRAM

Thoughts? I’m curious to see what others have? 100% in World? completely flipped the allocations? Please share thanks.

Also any advice on whether to hold gold or not?

Looking to invest 30 years min.
#business
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$GRRR Gorilla Technology begins execution of Yotta Project

$GRRR Gorilla Technology Group has announced commencement of it Yotta AI infrastructure programme as the company pivots into neocloud and reaffirms guidance for 2027 of $500m

Yotta part 1: 5000 GPUs & 640 servers to generate $500m revenue over 5 yrs

Yotta part 2: deployment of 21000 GPUs representing $2.5bn revenue over 5 yrs


https://investors.gorilla-technology.com/gorilla-technology-moves-yotta-ai-infrastructure-programme-into-physical-execution/

The future is starting to look very bright for Gorilla Tech, Yotta is on top of their $2.5bn deal for the NeutraDC Batam data centre in Indonesia, initial operation targeted for Q4 2026 & the Thailand Korat 200MW Campus which has the potential to net up to $16bn in revenue over 5 years

Insiders own 10% of the company so are aligned with shareholders
#business
Ford Finally Runs Out Of EVs

I have had a theory that with oil continuing to spike and solutions to the war out of sight we could return the horror of the 70s gas chaos. Back then people demanded small fuel-efficient cars and Detroit had no answer. So, they chose to partner with Japan who had already been taking advantage. The wealth of alternatives to gulf oil will mitigate the possible return to the 70s to some extent but the impact on personal finances will not go away soon. People working from home is helping. Qtr1 EV sales were 5.8% and last year were 7.8%. They peaked in Qtr. 3 2025 at 10.5% before the rebate rug pull. EV sales for most mgs. are down so far this year with the exception of Cadilac, Rivian, Lucid with Toyota showing jumping in. So where if any are investors looking? I hear the battery thing with Lithium but is are there any other opportunities. I like Rivian but that's really long term and Hyundai/Kia are too difficult for my simple trading skills. And while they currently have 50% of the market, I am not interested in Tesla.
#business
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