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Die Entscheidung beruht auf von mir wahrgenommenen Chancen in bestimmten Sektoren, kombiniert mit regionalen/globalen Wachstumsmöglichkeiten.\r\n \r\n Insbesondere chinesische Technologiewerte, aber auch amerikanische Technologiewerte sollen die Grundlage meines Portfolios darstellen. Investiert werden kann in Schlüsseltechnologien, die alle mit dem möglicherweise besonders starken Wachstum zusammenhängen, welches durch folgende Annahmen induziert wird:\r\n \r\n - China als ablösende Weltmacht der USA\r\n - Direkte Folgen der Investition in Technologie als Folge von Krisen wie beispielsweise die Coronapandemie\r\n - allgemeines Technologiewachstum und die gesteigerte Bildschirmzeit auf Handy/PC und deren Folgen für Wachstum, Konsum und Investition\r\n \r\n Da chinesische Aktien hauptsächlich mittels ADRs gehandelt werden können, stehen neben internationalen Aktien ebenfalls US Aktien im Anlageuniversum zur Verfügung. Die durchschnittliche Haltedauer soll größtenteils mittel- bis langfristig sein. 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