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 (+0.93%) MSCI WORLD SRI ETF - 10%

$XXSC (+0.26%) MSCI Euro Small Cap ETF - 5%

$CRWD (+2.33%) - 5%

$MSFT (+1.14%) - 4%

$SHOP (-0.59%) - 5%

$SMH (+4%) Semi Conductor ETF - 5%

$AAPL (+2.7%) Apple - 3%

$PAYC (-1.3%) Paycom - 2%

$PATH (+1.71%) UiPath - 2%

$VRTX (+0.21%) Vertex Pharma - 7%

$GILD (+0.29%) Gilead Sciences - 4%

$AZN (-0.67%) AstraZeneca - 3%

$CRSP (-3.2%) Crispr - 2%

$AMZN (-0.43%) Amazon - 5%

$MELI (+0.83%) Mercado Libre - 3%

$BKNG (-2.29%) Booking.com - 2%

$GOOGL (+1%) Alphabet - 3%

$META (-0.1%) Meta - 3%

$ADYEN (-1.28%) Adyen - 4%

$STNE (+0.32%) StoneC0 - 3%

$ISP (+1.76%) Intesa Sanpaolo - 3%

$ALPH Alpha Group International - 2%

$WHA (-1.02%) Wereldhave - 2%

$BYG (-0.93%) Big Yellow Group - 2%

$DHL (+1.53%) DHL - 2%

$UKW (+0.42%) Green Coat UKW - 2%

$ENPH (+1.89%) Enphase - 2%

Aktienmasseur@Aktienmasseur

2Yr

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

••

William@financial_ninja_60

@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