8Mon·

Hi All, After many months of playing around with options and bying into positions this is where I think I am going to land with my buy to hold portfolio with ideally a 10 year horizon. Any thoughts or observations welcome. Thank you.


Cash - 6%

$SUSW (+1.39%) MSCI WORLD SRI ETF - 10%

$XXSC (+1.4%) MSCI Euro Small Cap ETF - 5%

$CRWD (+3.09%) - 5%

$MSFT (+1.09%) - 4%

$SHOP (+3.75%) - 5%

$SMH (+3.77%) Semi Conductor ETF - 5%

$AAPL (+2.87%) Apple - 3%

$PAYC (+0.78%) Paycom - 2%

$PATH (+0.36%) UiPath - 2%

$VRTX (+0.36%) Vertex Pharma - 7%

$GILD (-1.15%) Gilead Sciences - 4%

$AZN (-0.35%) AstraZeneca - 3%

$CRSP (-2.21%) Crispr - 2%

$AMZN (+1.14%) Amazon - 5%

$MELI (-0.23%) Mercado Libre - 3%

$BKNG (-1.99%) Booking.com - 2%

$GOOGL (+0.99%) Alphabet - 3%

$META (+3.24%) Meta - 3%

$ADYEN (+4.56%) Adyen - 4%

$STNE (+0.09%) StoneC0 - 3%

$ISP (+0.13%) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (+0.48%) Wereldhave - 2%

$BYG (+1.97%) Big Yellow Group - 2%

$DHL (-1.71%) DHL - 2%

$UKW (+0.3%) Green Coat UKW - 2%

$ENPH (-2.38%) Enphase - 2%

3 Comments

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What’s the reason behind stocking when you get most of them in a world etf? Just curious.
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