COMG
GraniteShares S&P GSCI Commodity Broad Strategy No K-1 ETF
stock NYSE

Hey guys, I'm considering overhauling my main stock holdings, but I'm not sure if I'm being silly for wanting to make these changes or if I'm actually making a sensible adjustment to my portfolio.
A bit about me: I'm 31 and from the UK, currently backpacking in Asia, and without a steady income I'm not in a position to regularly top up my portfolio.
My current setup (Trading 212 Stocks ISA):
Main holding: ACWI (£35.5k)
Sub holding: iShares Physical Gold (£2.5k)
Custom Pie: higher-risk stocks (£1.25k)
IITU (£1k)
I'm weighing up swapping ACWI for something with more tech-forward exposure — specifically more weight toward high-growth names like Nvidia, Amazon, and Tesla rather than a quality-filtered approach that underweights them.
I'm not particularly interested in ethics screening, but I do like the idea of some light financial screening to cut out genuinely weak companies with poor balance sheets and huge debt — just not to the extent that it removes the big growth names I actually want exposure to.
I'd also like to increase my EM exposure from ACWI's ~11% to somewhere around 12.5–15%, potentially by adding EIMI or SAEM alongside whatever core fund I land on.
Additionally I'm considering replacing physical gold with a broader commodity fund like WCOM or COMG to gain exposure to metals and energy as a hedge against downturns or geopolitical risk.
My ideal outcome is a streamlined portfolio with a tech-forward core, slightly higher EM exposure, and a meaningful commodity hedge — without overcomplicating things.
Still learning the ropes so any insights or things I might not have considered would be really appreciated.

Hey guys, I'm considering overhauling my main stock holdings, but I'm not sure if I'm being silly for wanting to make these changes or if I'm actually making a sensible adjustment to my portfolio.
A bit about me: I'm 31 and from the UK, currently backpacking in Asia, and without a steady income I'm not in a position to regularly top up my portfolio.
My current setup (Trading 212 Stocks ISA):
Main holding: ACWI (£35.5k)
Sub holding: iShares Physical Gold (£2.5k)
Custom Pie: higher-risk stocks (£1.25k)
IITU (£1k)
I'm weighing up swapping ACWI for something with more tech-forward exposure — specifically more weight toward high-growth names like Nvidia, Amazon, and Tesla rather than a quality-filtered approach that underweights them.
I'm not particularly interested in ethics screening, but I do like the idea of some light financial screening to cut out genuinely weak companies with poor balance sheets and huge debt — just not to the extent that it removes the big growth names I actually want exposure to.
I'd also like to increase my EM exposure from ACWI's ~11% to somewhere around 12.5–15%, potentially by adding EIMI or SAEM alongside whatever core fund I land on.
Additionally I'm considering replacing physical gold with a broader commodity fund like WCOM or COMG to gain exposure to metals and energy as a hedge against downturns or geopolitical risk.
My ideal outcome is a streamlined portfolio with a tech-forward core, slightly higher EM exposure, and a meaningful commodity hedge — without overcomplicating things.
Still learning the ropes so any insights or things I might not have considered would be really appreciated.