The MoneyWeek ETF portfolio update – October 2026

We last updated the MoneyWeek ETF portfolio in July, when we added one new position, bringing in WisdomTree True Emerging Markets (LSE: WEMP) to balance the growing technology tilt in our long-standing iShares Core MSCI Emerging Markets (LSE: EMIM) position.We now have 15% in emerging markets, which sounds high – but the Korea and Taiwan element (which is around 50% of EMIM) is now a play on the AI investment cycle to such an extent that it no longer seems to make sense to think of them as