1Yr·

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 (-1.24%) MSCI WORLD SRI ETF - 10%

$XXSC (-0.28%) MSCI Euro Small Cap ETF - 5%

$CRWD (-2.01%) - 5%

$MSFT (-1.59%) - 4%

$SHOP (-3%) - 5%

$SMH (-5.1%) Semi Conductor ETF - 5%

$AAPL (-2.24%) Apple - 3%

$PAYC (-1.58%) Paycom - 2%

$PATH (-2.83%) UiPath - 2%

$VRTX (-0.58%) Vertex Pharma - 7%

$GILD (+0.34%) Gilead Sciences - 4%

$AZN (-0.64%) AstraZeneca - 3%

$CRSP (-1.46%) Crispr - 2%

$AMZN (-1.86%) Amazon - 5%

$MELI (-1.3%) Mercado Libre - 3%

$BKNG (-1.2%) Booking.com - 2%

$GOOGL (-2.64%) Alphabet - 3%

$META (-2.64%) Meta - 3%

$ADYEN (-1.04%) Adyen - 4%

$STNE (-2.43%) StoneC0 - 3%

$ISP (-1.49%) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (+0.94%) Wereldhave - 2%

$BYG (+2.26%) Big Yellow Group - 2%

$DHL (-0.39%) DHL - 2%

$UKW (+0.78%) Green Coat UKW - 2%

$ENPH (-1.01%) Enphase - 2%

3 Comments

Aktienmasseur@Aktienmasseur

1Yr

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

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William@financial_ninja_60

1Yr

@Aktienmasseur I don't think you would get most of them in one etf. The mega tech sure, and I would probably have covered some more in a few other etfs - a nasdaq 100, an s&p thing but still not covered them all and getting the diversity. Also tbh I am looking for more return than say an S&p or a world etf. So I have a world etf in there, a small cap and semiconductor to give some broad and focused base. And then all those other companies I like the look and feel off. But really I don't know what I am doing. Yours is a good question. Would be easier and have been quicker to go with 5etfs. But at the end of the day I wanted more potential upside. Thanks for the question.

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Pedro@littlemage

1Yr

@Aktienmasseur
Stocks have potential for higher returns, control, and dividends. Consider risks and time commitment. ETFs: Diversification, great for simplicity. Assess goals and risk tolerance. Managing a portfolio of individual stocks sometimes requires time, research, and knowledge. ETFs offer a more hands-off approach.

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