2Yr·

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 (-0.1%) MSCI WORLD SRI ETF - 10%

$XXSC (-1.47%) MSCI Euro Small Cap ETF - 5%

$CRWD (+0.76%) - 5%

$MSFT (-1.06%) - 4%

$SHOP (-1.98%) - 5%

$SMH (+0.43%) Semi Conductor ETF - 5%

$AAPL (-1.61%) Apple - 3%

$PAYC (+0.05%) Paycom - 2%

$PATH (+3.06%) UiPath - 2%

$VRTX (-1.13%) Vertex Pharma - 7%

$GILD (+0.91%) Gilead Sciences - 4%

$AZN (-1%) AstraZeneca - 3%

$CRSP (+0.71%) Crispr - 2%

$AMZN (-0.33%) Amazon - 5%

$MELI (+0.59%) Mercado Libre - 3%

$BKNG (+1.26%) Booking.com - 2%

$GOOGL (-0.11%) Alphabet - 3%

$META (-3.39%) Meta - 3%

$ADYEN (-0.24%) Adyen - 4%

$STNE (+0.25%) StoneC0 - 3%

$ISP (-0.83%) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (-0.36%) Wereldhave - 2%

$BYG (-0.46%) Big Yellow Group - 2%

$DHL (-1.85%) DHL - 2%

$UKW (-0.87%) Green Coat UKW - 2%

$ENPH (+3.6%) Enphase - 2%

2 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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