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 (+0.08%) MSCI WORLD SRI ETF - 10%

$XXSC (+0.59%) MSCI Euro Small Cap ETF - 5%

$CRWD (-0.39%) - 5%

$MSFT (-0.39%) - 4%

$SHOP (+0.68%) - 5%

$SMH (+0.81%) Semi Conductor ETF - 5%

$AAPL (+1.13%) Apple - 3%

$PAYC (-3.12%) Paycom - 2%

$PATH (-2.34%) UiPath - 2%

$VRTX (+0.94%) Vertex Pharma - 7%

$GILD (+0.57%) Gilead Sciences - 4%

$AZN (+1.69%) AstraZeneca - 3%

$CRSP (+1.93%) Crispr - 2%

$AMZN (+1.15%) Amazon - 5%

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

$BKNG (+1.88%) Booking.com - 2%

$GOOGL (+0.16%) Alphabet - 3%

$META (+0.32%) Meta - 3%

$ADYEN (-0.55%) Adyen - 4%

$STNE (+1.31%) StoneC0 - 3%

$ISP (-0.98%) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (+0.12%) Wereldhave - 2%

$BYG (-0.77%) Big Yellow Group - 2%

$DHL (+0.3%) DHL - 2%

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

$ENPH (+16.76%) Enphase - 2%

2 Comments

profile image
What’s the reason behind stocking when you get most of them in a world etf? Just curious.
@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.
View one more answer
Join the conversation