Hey everyone,
26yr and investing with a 20–30 year horizon.
Right now my portfolio is pretty simple and low-cost:
DNB Global Indeks A
DNB Global emerging markets indeks A
KLP AksjeGlobal Small Cap Indeks N
So I already feel well diversified.
Now I’m considering adding a small tilt (max 10-15% total), but I’m stuck choosing between these funds:
DNB Nuclear Energy
DNB Global Industrials Index
DNB Climate Index
DNB Europe Index
I’m not trying to overcomplicate things, just want 1-2 tilts that actually make sense long-term.
From what I understand:
Nuclear → potential comeback due to AI/energy demand
Climate → huge long-term megatrend but maybe already priced in
Industrials → more stable but cyclical
Europe → diversification away from US-heavy global index
I want some risk in it. I usually have 50% in global, 20% in emerging and small cap
What would you choose (max 1-2), and why? If you have any other good options, im happily to know. Thank you.